Associate

• Support complex, high-priority accounts and help drive client satisfaction, retention, and growth
• Work closely with account teams and client counterparts to align client needs with Marsh’s capabilities and resources
• Coordinate initiatives and prepare client-facing materials
• Conduct research and analysis
• Support proposal development
• Help expand the mix of Marsh products and services held by clients
• Serve as project manager for account teams on large initiatives and complex accounts
• Implement action plans, monitor progress, and help ensure service delivery meets or exceeds client expectations
• Draft white papers, presentations, approaches, and quantitative financial analyses
• Research markets, industries, and growth areas to identify trends, opportunities, and resources for expansion
• Conduct and refine data analyses for proposal development and client presentations
• Address escalated issues and concerns, manage expectations, and mitigate relationship risks
• Provide technical and transactional support for complex or high-priority relationships
• Develop strong relationships with professional counterparts at client organizations
• Support account teams with strategic initiatives, changing priorities, and other high-value work
• Apply a systems-thinking approach across client needs, operational processes, service delivery, and internal resources

Associate Client Advisor

• Provide administrative support services for clients in conjunction with Trust Administrators
• Participate in the efficient administration of trust accounts where the bank acts as trustee, agent, or custodian
• Provide high-level customer service to clients and beneficiaries
• Collect and interpret data to produce reports
• Conduct or participate in special projects
• Compose correspondence and other documentation
• Assist in account administration to ensure compliance with legal requirements
• Monitor risk within designated authority levels
• Identify potential problems, compliance issues, or fraud
• Maximize client satisfaction and encourage retention and expansion of client relationships

Associate jobs in Iowa

Associate Client Advisor

Private Wealth Management Trust Associate