Marsh McLennan

Portfolio Implementation Associate

Boston, United States · On-site
Salary not published
Posted 4 weeks ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

Take on the role of Portfolio Implementation Associate, supporting discretionary client and investment product implementations within our Wealth team.

What they ask for vs. your profile

Must have

Accounting
Stakeholder management
Critical thinking
Microsoft Office
Process improvement

Your match

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Hi [Name], I just applied for the Portfolio Implementation Associate role at Marsh McLennan. My background in [your most relevant experience] lines up well with what the team is looking for. Would you be open to a quick chat, or could you point me to the right person on the team? Thank you!

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Marsh McLennan

Portfolio Implementation Associate

Boston, United States · On-site
Salary not published
Posted 4 weeks ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

Take on the role of Portfolio Implementation Associate, supporting discretionary client and investment product implementations within our Wealth team. Collaborate with internal and external stakeholders to deliver exceptional client service and ensure seamless communication. Ideal for candidates with a background in accounting, finance, or business and experience in client service or portfolio operations.

Skills: portfolio implementation, client onboarding, fund accounting, investment product implementation, risk control implementation, project planning, client relationship management systems, microsoft office, investment management, defined contribution plans, pensions administration, not-for-profit organization oversight, legal review, process improvement, stakeholder management, analytical skills, organizational skills, written communication, verbal communication, database management

Take on the role of Portfolio Implementation Associate, supporting discretionary client and investment product implementations within our Wealth team.

What they ask for vs. your profile

Must have

Accounting
Stakeholder management
Critical thinking
Microsoft Office
Process improvement

What they ask for vs. your profile

Must have

Accounting
Stakeholder management
Critical thinking
Microsoft Office
Process improvement

Your match

A free account lets you apply, save this job, see how well you match and check your resume against it.

Reach the hiring team

A short note to a recruiter or the hiring manager after you apply can get your application read sooner.

ATS check

AI ready

Scores your resume against this job the way resume scanners do: the job's hard and soft skills, searchability, recruiter tips and formatting.

Choose a PDF or Word resume

Create a free account to see your score. Your resume stays in this browser until then, and we never store it.

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ATS check

AI ready

Scores your resume against this job the way resume scanners do: the job's hard and soft skills, searchability, recruiter tips and formatting.

Choose a PDF or Word resume

Create a free account to see your score. Your resume stays in this browser until then, and we never store it.

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