Client Onboarding Relationship Manager

**Client Onboarding Relationship Manager**

**What can you expect?**
- Embark on a journey of career growth and acceleration with an award-winning Fortune 500 company
- Unparalleled opportunity to be part of a dynamic Client Management team
- Exceptional training and development initiatives as well as exposure to a wide range of learning avenues that you can tap on to reach your full potential

**What is in it for you?**
- As a Client Onboarding Relationship Manager, you will be an essential part of a highly skilled team accountable for collaborating with our Sales and Distribution colleagues to onboard new clients and manage the renewal / expansion of our engagement with existing clients.
- You will work as an extension of the Client Service team to ensure we understand our clients servicing preferences and monitor our service delivery to ensure we meet our client’s expectations.
- You will also work directly with our clients to support them through their transition to Marsh as well as manage changes in our engagement as our relationship grows.

**We will count on you to**:

- Serve as primary point of contact for Sales and Distribution to facilitate client onboarding processes.
- Monitor status and aging of onboarding activities, understand areas that may require escalation to resolve and escalating those matters effectively and successfully.
- Ensure the proper client entities for which services will be performed by Marsh are understood, set up accurately in all required Marsh systems.
- Collect supporting documents from Sales and Distribution or clients to fulfill regulatory or compliance requirements where necessary.
- Facilitate the capture of client servicing preferences to be stored and accessible to client teams.
- Facilitate, if required, Non-Disclosure Agreements between our client and the markets with which Marsh will secure coverage, ensuring documents are signed and made available to placement teams. This also includes monitoring NDA expirations that require renewal.
- Engage with peers across the value stream to share client insights and ideas for innovation; ensure that service delivery commitments made during onboarding are being delivered and the root cause and proposed solutions for underperforming areas.
- Aggregate input from different stakeholders to identify continuous improvement opportunities.

**What you need to have**:

- At least 5 years professional experience preferably in insurance and/or insurance broking and/or financial services industry.
- At least 3 years of relevant work experience in client onboarding or client relationship management area.
- Intermediate understanding of “Know Your Customer / Client Due Diligence” is an advantage.
- Proficiency in Microsoft Word / Excel / PowerPoint.

**What makes you stand out**:

- Ability to build strong relationships and build rapport with stakeholders, including but not limited to: Sales and Distribution, Legal and Compliance, and clients.
- Good influence / persuasiveness skill to achieve outcomes.
- Self-starter, resourceful with the ability to bring solutions and ideas to the company.
- Excellent written and oral communications skills - able to clearly articulate issues, problems, and resolutions.
- Good project management and highly organized - excellent planning, analysis, and problem-solving skills.

Marsh McLennan is committed to creating 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, or any other characteristic protected by applicable law.

Marsh McLennan 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 McLennan 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.