Specialist - Fiduciary

Company:

Description:

Records all activities in the workflow system to meet established payment, reporting, reconciliation and compliance requirements.

Serves as client contact for day-to-day needs and provides answers to standard questions related to payment and activity. Elevates client questions to senior team members as needed.

Identifies cash flow problems/exposures, CSS Dashboard efficiency issues, or service delivery concerns and makes recommendations and articulates impact of suggested options to senior team members.

Maintains collaborative relationships with clients, prospects, and team to provide best in class service and drive growth.

Assists with Request for Proposal (RFP) activity by providing accurate and on-point reports on collection/remittance processes.

Participates in team meetings and professional development activities in order to develop skills by engaging with others in the sharing of opinions, ideas, knowledge and solutions.

For U.S. colleagues only, click here to review additional responsibilities and our reasonable accommodations standards.

Marsh (NYSE: MRSH) is 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, 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, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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 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 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.