Private Client Services Sr. Client Manager

Company:

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Sr. Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

Applicants must be within driving distance to our Columbus, GA office to be considered for this role and have the ability to commute to the office five days per week.

A day in the life.

As an Private Client Services Sr. Client Manager, you will:

• Manage a portfolio of high-net-worth client accounts, serving as the primary point of contact for all client inquiries and requests.

• Develop and maintain strong relationships with clients, understanding their financial goals and objectives to provide tailored solutions.

• Collaborate with internal teams, including investment advisors, financial planners, and support staff, to ensure seamless service delivery and client satisfaction.

• Prepare and present comprehensive financial plans, investment strategies, and performance reports to clients.

• Monitor client accounts and investment performance, proactively identifying opportunities for growth and improvement.

• Conduct regular account reviews and meetings with clients to discuss portfolio performance, market trends, and adjustments to financial strategies.

• Assist in the onboarding process for new clients, ensuring a smooth transition and integration into the firm's services.

• Participate in business development efforts, identifying opportunities to expand the client base and enhance service offerings.

• Process various documents, including Evidence of Property, Binders, ID cards, and invoices.

• Handle applications, endorsements, cancellations, and reinstatements.

• Assist clients with coverage issues and changes, ensuring timely responses.

• Support the Account Manager in preparing client proposals, reports, and account reviews.

• Gather and analyze client information to develop tailored financial solutions.

• Maintain accurate records of client interactions and account status in the CRM system.

• Coordinate communication between clients and internal teams to ensure a smooth onboarding process for new clients.

• Monitor account performance and identify opportunities for growth.

• Stay informed about industry trends and regulatory changes that may affect clients.

• Engage in verbal and written correspondence with clients, insurance carriers, and mortgage companies.

• Process transactions on various insurance company websites and send Renewal Brochures to clients annually as needed.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• Bachelor's degree in finance, business, or a related field; advanced degree or professional certifications (e.g., CFP, CFA) preferred.

• Minimum of 7+ years of experience in wealth management, financial services, or a related field, with a proven track record in client relationship management.

• Strong understanding of financial products and services relevant to high-net-worth clients.

• Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and trust with clients.

• Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.

• Proficiency in Microsoft Office Suite and experience with CRM software.

• Previous experience in a financial advisory or wealth management firm preferred.

• Demonstrated ability to lead and mentor team members preferred.

• Must have Property & Casualty license.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Medical, dental and vision insurance

• 401K and company match program

• Company-paid life and disability

• Generous paid time off programs

• Employee assistance program (EAP)

• Volunteer paid time off (VTO)

• Career mobility

• Employee networking groups

• Tuition reimbursement and professional development opportunities

• Charitable contribution match programs

• Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are

EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMASE