Client Services Manager responsible for financial management and compliance for Captives team at Marsh. Engaging with clients and ensuring efficient reporting according to regulations.
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
Requirements
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
Ability to research complex matters independently and lead client meetings
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Job title
Client Service Manager – Captives Insurance Accounting
Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.