Hybrid Client Service Manager, Captives & Finance

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

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.