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Client Financial Specialist

Marsh McLennan

Chicago 155 WackerMid
Sign in to applyVerified 2h ago
Location
Chicago 155 Wacker
Work model
On-Site
Level
Mid
Posted
8h ago

About this role

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

Client Financial Specialist at Marsh McLennan — Chicago 155 Wacker | Yoinka