Client Service Manager (Captives)

Marsh; Charlotte (NC); Hybrid; USD 63,000 - 134,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings

Employee assistance programs

Job summary

Marsh is seeking a Client Service Manager to join our Captives team. The role can be based in any US office location and involves daily financial management, regulatory compliance, and advisory leadership for portfolios including insurance entities, captives, and reinsurance pools.

You will prepare and review financial statements under US GAAP, Statutory, or IFRS, manage client relationships, and oversee the audit process with strict deadlines. Hybrid work with in-person collaboration expected.

Qualifications

• An internationally recognized accounting designation such as CA, ACCA, ACA or CPA.
• Experience building relationships internally or externally in an Account Management or Client Services role.
• Experience in financial reporting under GAAP or IFRS and the insurance regulatory environment.

Responsibilities

• Prepare or perform technical review of financial statements under US GAAP, Statutory or IFRS.
• Ensure all financial aspects of the client are efficiently managed.
• Discuss regulatory updates with clients.
• Establish and maintain relationships with clients, prospects, client teams, other service providers, regulators and colleagues.
• Manage financial audit process with auditors and deadlines.
• Perform and execute review of financial statements.

Skills

Relationship building

GAAP/IFRS knowledge

Regulatory updates discussion

Audit management

Client services

Education

CA/ACCA/ACA or CPA

Job description

We are seeking a talented individual to join our Captives team at Marsh as a Client Service Manager. This role can be based in any US office location.

The Client Service Manager is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools. This role provides financial monitoring and control, and ensures regulatory compliance. It is a consulting, advisory, and managerial position.

We will count on you to:

• Prepare or perform technical review of financial statements in accordance with US GAAP, Statutory, or IFRS
• Ensure all financial aspects of the client are efficiently managed
• Possess technical ability to discuss regulatory updates with clients
• Establish and maintain good working relationships with clients, prospects, client teams, other service providers, regulators and colleagues
• Manage financial audit process with the auditors with strict adherence to client deadlines and regulatory reporting
• Perform and executes review of financial statements

What you need to have:

• An internationally recognized professional accounting designation, such as CA, ACCA, ACA or CPA
• Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role
• Experience in financial reporting under GAAP or IFRS as well as the insurance regulatory environment

What makes you stand out:

• Familiarity with captive policy structures and captive tax issues
• Ability to lead client meetings
• Ability to research complex matters independently

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

The applicable base salary range for this role is $63,100 to $134,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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