Client Financial Specialist

Marsh

Client Financial Specialist

Position Summary:
As a Client Financial Management Professional at Marsh you will playan important rolein supporting the client experience by managing financial processes resolving issues and ensuringaccurateandtimelydelivery of client-related financial activities. This role is focused on providing high-quality servicemaintainingstrong attention to detail and partnering effectively across teams to support Marshs professional standards and client commitments. This is an excellent opportunity to deepen yourexpertisein 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 includingglobal placements andcomplex allocationcalculations

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

• Maintainaccuraterecords and documentationproactively andin accordance withMarsh standards and procedures

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

• Identifyopportunities 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 includingadvanced skills for independentlyidentifyingerrors and executing all necessary corrective measuresthroughresolution

• Contribute to a collaborative and inclusive working environment

What you need to have:

• Bachelors degree or equivalent professional experience preferred

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

• Strong communicationand 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

• Strongproficiencywith Microsoft Office particularly Excel and Outlook

What makes you stand out:

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

• Proficiencyin 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 95000 colleagues Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk visit 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

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.