Client Financial Specialist

Company:

Marsh

Description:

Client Financial Specialist 

Position Summary: 
As a Client Financial Management Professional at Marsh, you will play an important role in supporting the client experience by managing financial processes, resolving issues, and ensuring accurate and timely delivery of client-related financial activities. This role is focused on providing high-quality service, maintaining strong attention to detail, and partnering effectively across teams to support Marsh’s professional standards and client commitments. This is an excellent opportunity to deepen your expertise in commercial insurance and client financial operations while contributing to a high-performing team. 

We will count on you to: 

• Manage day-to-day client financial activities with accuracy, professionalism, and responsiveness 

• Prepare, review, and process client financial transactions, invoices, and related documentation, including global placements and complex allocation calculations 

• Support clients and internal partners by responding to inquiries and resolving issues in a timely manner 

• Maintain accurate records and documentation proactively and in accordance with Marsh standards and procedures 

• Collaborate with internal teams and external partners to ensure client needs are met, including building relationships that support active two-way engagement and communication 

• Identify opportunities to improve processes, efficiency, and client service delivery; propose solutions for consideration 

• Ensure compliance with Marsh policies, professional standards, and transparency requirements, including providing training for other colleagues 

• Use sound judgment and problem-solving skills to support complex financial and operational requests, including advanced skills for independently identifying errors and executing all necessary corrective measures through resolution 

• Contribute to a collaborative and inclusive working environment 

What you need to have: 

• Bachelor’s degree or equivalent professional experience preferred 

• Experience in client invoicing, financial operations, or a similar role in insurance or financial services 

• Strong communication and interpersonal skills 

• Excellent analytical and problem-solving abilities 

• Strong organizational and time-management skills, with the ability to manage multiple priorities and deadlines 

• Meticulous attention to detail 

• Ability to work independently while partnering effectively across teams 

• Strong proficiency with Microsoft Office, particularly Excel and Outlook 

What makes you stand out: 

• Current Property and Casualty (P&C) General Lines Licensee 

• Proficiency in Microsoft Office, including Excel formulas and pivot tables 

• Experience with financial systems and tools used in client financial operations 

• Exposure to commercial insurance or brokerage operations 

If you are a highly motivated professional with a strong work ethic and a keen eye for detail, we encourage you to apply for this position. 

Marsh Risk is a business of Marsh (NYSE: MRSH), 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 about Marsh Risk, 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 [email protected].

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.