Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Compliance Client Service Manager, at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As Senior Compliance Client Service Manager , you will serve as a consultative resource to the firm’s institutional clientele, building relationships with clients while supporting both day-to-day and complex plan design and compliance related inquiries. Your responsibilities include providing client service management support to the team and supporting the firm’s Institutional Consultants and Relationship Managers. Your in-depth understanding of technical client needs will help you anticipate issues and proactively provide solutions.

Our future colleague .

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

Bachelor's degree

Minimum of 10 years of relationship/client service management experience required

A student of the industry with demonstrated confidence of topical knowledge; demonstrate knowledge of defined contribution financial products and services

Prior ERISA compliance experience required

Relevant industry designations preferred (i.e. Qualified 401(k) Administrator (QKA)®; Qualified 401(k) Consultant (QKC); Enrolled Retirement Plan Agent (ERPA); Qualified Pension Administrator (QPA); Tax-Exempt & Governmental Plan Consultant (TGPC)

Essential Duties and Responsibilities

Partner with Relationship Manager/Institutional Consultant in delivering exceptional client service in supporting both day to day and complex compliance issues

Support clients with plans subject to ERISA compliance, working with internal legal and compliance teams

Provide consultation around compliance testing results & corrections

Perform cost analysis of benefit formula changes – use census information to calculate financial exposure of various match formulas

Support sales/growth– review prospective client’s plan documents for design recommendations

Provide technical support to consultants & institutional clients on plan design/compliance/due diligence for PE/M&A transactions

Attend client quarterly plan review meetings as necessary to serve as a plan design subject matter expert

Build relationships with recordkeeping partners to understand their benefit modeling capabilities to augment their work product

Identifies opportunities for improved efficiency/effectiveness in supporting retirement plan clientele

Stay abreast of current market, business and legislative issues & trends to facilitate discussions with clients

Project related support (RFPs, conversions, etc.), as needed

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work environment

Charitable contribution match programs

Stock purchase opportunities

To learn more about careers at Marsh Agency, check us out our website or flip through our recruiting brochure.

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to 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.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com .

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