Client Services Manager – Captives & Regulatory Accounting

Marsh; Colchester (VT); Hybrid; USD 63,000 - 134,000; Full time

Benefits offered by this job

Hybrid work arrangement

Health and welfare benefits

Tuition assistance

401(k) and retirement programs

Employee assistance program

Job summary

Marsh seeks a Client Service Manager to join our Captives team, with the role based in any US office location. You will oversee daily management and accounting for a client portfolio, including insurance entities, captives, and reinsurance pools, delivering financial monitoring and regulatory compliance.

You will review financial statements under US GAAP/IFRS, maintain client relationships, discuss regulatory updates, and support audits.

Qualifications

• Experience building relationships internally or externally with customers in an Account Management and/or Client Services focused role.
• Ability to lead client meetings.
• Ability to research complex matters independently.

Responsibilities

• 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 execute review of financial statements.

Skills

Relationship building

Client meetings leadership

Independent research

Education

CA/ACCA/ACA/CPA

Job description

Marsh seeks a Client Service Manager to join our Captives team, with the role based in any US office location. You will oversee daily management and accounting for a client portfolio, including insurance entities, captives, and reinsurance pools, delivering financial monitoring and regulatory compliance.

You will review financial statements under US GAAP/IFRS, maintain client relationships, discuss regulatory updates, and support audits.