Captives Client Services Lead (Hybrid)

Marsh; Alpharetta (GA); Hybrid; USD 63,000 - 134,000; Full time

Benefits offered by this job

Health & welfare benefits

Tuition assistance

401(k) savings

Employee assistance programs

Job summary

Marsh, a global leader in risk and insurance solutions, is seeking a Client Service Manager to join the Captives team. This role manages a portfolio of clients, overseeing daily accounting functions, financial monitoring, and regulatory compliance while delivering advisory and managerial support.

Based in any US office with a hybrid work model, you will prepare or review financial statements under GAAP/IFRS, maintain strong client relationships, lead audits, and discuss regulatory updates with

Qualifications

• Professional accounting designation (CA/ACCA/ ACA or CPA) required.
• Experience in account management or client services.
• Experience in GAAP/IFRS financial reporting and insurance regulatory environment.

Responsibilities

• Prepare or review financial statements under GAAP, Statutory, or IFRS.
• Manage daily financials and relationships for client portfolios.
• Discuss regulatory updates with clients and lead client meetings.
• Oversee the financial audit process with auditors and deadlines.
• Provide consulting, advisory, and managerial support to clients.

Skills

Account management experience

Client services experience

Relationship-building

Education

CA/ACCA/ACA/CPA designation

Job description

Marsh, a global leader in risk and insurance solutions, is seeking a Client Service Manager to join the Captives team. This role manages a portfolio of clients, overseeing daily accounting functions, financial monitoring, and regulatory compliance while delivering advisory and managerial support.

Based in any US office with a hybrid work model, you will prepare or review financial statements under GAAP/IFRS, maintain strong client relationships, lead audits, and discuss regulatory updates with