Client Service Manager – Captives

Marsh McLennan

Client Service Manager providing financial oversight for clients in Captives team at Marsh. Engaging in regulatory compliance and maintaining client relationships across various US office locations.

Posted 4/30/2026full-timeCharlotte • Connecticut, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $65,900 - $140,800 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial statementsUS GAAPStatutoryIFRSfinancial auditregulatory reportingfinancial reporting

Soft Skills

relationship managementcommunicationindependent researchleadership