Associate Consultant, Retirement Services

1 month ago

Boston, Massachusetts, United States Marsh Full time

Position Overview:

We are looking for an energetic, positive person to join the Marsh & McLennan Agency – New England Retirement Services Team. Reporting to a Managing Consultant of the Retirement Services team, this position will support a team of Consultants in all aspects of servicing existing Retirement Services clients. In this position, the individual will gain a strong foundation of all aspects of the retirement business equipping them to grow within the practice and Marsh & McLennan Agency. The ideal candidate would be someone who is a self-starter, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority.

What can you expect to do?

New Business On-Boarding:

  • Establish client and plan in MMA's systems – Salesforce, Envestnet, PlanTools, etc.
  • Enter plan related contacts (i.e. plan sponsor, vendor, MMA, etc.)
  • Enter plan fee details, upload imaged copy of Services Agreement
  • Request client related documents and load into appropriate internal systems

Investment Support:

  • Coordinate quarterly feeds/updates of plan data into internal systems
  • Update quarterly target date / stable value fact sheets
  • Assist consultants with the preparation of client investment monitoring report

Consultant Support:

  • Preparation of materials for client meetings
  • Coordination of plan investment changes
  • Creation and updating of client executive summaries
  • Assistance with preparing and delivery of client RFP and benchmarking materials
  • Respond efficiently to requests from internal and external contacts via phone & email communications
  • Prepare monthly, quarterly and ad hoc reports
  • Interact effectively with service providers and other external contacts

Team Support:

  • Assist Provider and Investment Committees with the maintenance of committee documentation

What is in it for you?

Generous benefits package:

  • Comprehensive medical, dental and vision plans
  • 401K and company match program
  • Competitive paid time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
  • Company-paid life and disability
  • Employee Stock Purchase Plan
  • Paid parental leave

Love coming to work:

  • Culture of respect that practices everything we preach
  • Respect for the entrepreneurial spirit
  • Place to grow, to be challenged – but also to feel that you belong
  • Special way to give back to your community
  • Entrepreneurial work environment and leadership style
  • Office spaces designed to maximize innovation and collaboration
  • A focus on taking time to celebrate success and build relationships

Growth and Development:

  • Advance your career with MMA University
  • Designation programs & CE courses
  • Mentorship and leadership development programs
  • Onsite learning opportunities
  • Be appreciated and rewarded for your work
  • Tuition reimbursement

What we look for:

  • Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
  • Comfortable presenting in group environment, both in person and virtually
  • Ability to effectively prioritize tasks and manage projects amidst competing deadlines
  • Excellent organizational skills with a strong attention to detail
  • Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
  • Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
  • Familiarity with Salesforce a plus
  • Knowledge of Zoom, Webinar, and video conferencing skills
  • College degree preferred
  • Professional work experience a plus

About Marsh & McLennan Agency:

Colleagues at MMA don't simply work together; they challenge each other to push further, think smarter, and love what they're doing together. Our shared purpose is to be there for our clients in the moments that matter. That's why working at MMA is a unique, exceptional experience. And that's why, at MMA, you can make a career that makes a difference.

Marsh McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to small and middle market organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world's largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, student loan repayment, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

We promote a culture of personal and professional growth and an environment where we ask our colleagues to challenge each other and themselves. We allow for people to bring their whole-self to work. We support flexible work arrangements and provide the technology to enable this. We expect mutual engagement, so colleagues who own their career and performance will thrive and have a real opportunity to craft their career path. We strive to provide growth opportunities and a platform to jump from with the safety net enabling great rewards and low risk. The biggest risks we ask people to take are to plan for success and engage honestly with a positive and solutions focused attitude.

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