Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
About the role
- 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
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