As a Senior Client Onboarding Specialist, 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.

Participate in IT development efforts for client onboarding and related initiatives by acting as a subject matter expert and/or engage in UAT where an application is utilized by the client onboarding team.

Assist O&T Leader on projects/tasks assigned.

What you need to have:

Degree holder in any disciplines.

Minimum 3 years of relevant work experience in client onboarding or client relationship management ideally in financial industry.

Intermediate understanding of “Know Your Customer / Client Due Diligence” is an advantage.

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 with self-management skill – excellent planning, analysis and problem solving skills.

Proficiency in Microsoft Word / Excel / PowerPoint.

What makes you stand out:

Extensive Experience: Emphasize your years of experience in client onboarding, project management, or related fields. Highlight any specific roles where you successfully managed onboarding processes.

Strong Communication Skills: Showcase your ability to communicate effectively with clients and internal teams. Mention any experience in creating onboarding materials, conducting training sessions, or facilitating meetings.

Client-Centric Approach: Illustrate your commitment to providing exceptional client service. Share examples of how you have gone above and beyond to ensure a smooth onboarding experience for clients.

Problem-Solving Abilities: Highlight your skills in identifying potential issues during the onboarding process and your ability to develop effective solutions. Provide examples of challenges you’ve faced and how you overcame them.

Attention to Detail: Stress your meticulous nature and how it contributes to the accuracy and efficiency of the onboarding process. Mention any systems or tools you use to ensure nothing is overlooked.

Collaboration Skills: Discuss your ability to work collaboratively with cross-functional teams, such as sales, finance, and operations, to ensure a seamless onboarding experience.

Adaptability: Mention your ability to adapt to changing client needs and industry trends. Highlight any experience you have with process improvements or implementing new technologies.

Knowledge of Industry Standards: If applicable, demonstrate your understanding of industry regulations and standards that impact client onboarding, which can be particularly relevant in sectors like finance or healthcare.

Training and Mentorship: If you have experience training or mentoring junior staff, mention this as it shows leadership potential and a commitment to team development.

Positive Attitude and Resilience: Convey your enthusiasm for the role and your ability to maintain a positive attitude, even in challenging situations.

Why join our team:

Competitive salary and benefits package

Opportunities for professional development and career advancement.

A supportive and inclusive work environment.

Flexible working hours, hybrid work options, wellness programs.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

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.