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Client Financial Coordinator – Bilingual English/French

Marsh Risk

Hybrid Junior 🇬🇧 English
Excel formulas pivot tables financial software

Descripcion del puesto

About the role

Marsh is looking for a bilingual Client Financial Coordinator to join its Client Financial team in Bogota. The role supports the delivery of a consistent client experience across all financial aspects of Marsh engagements, ensuring timely invoicing and healthy financial performance. You will work closely with internal and external stakeholders in a hybrid setting.

Key responsibilities

  • Proactively track client placements and manage premium billings to ensure all items are invoiced promptly.
  • Prepare and submit invoice requests with appropriate documentation to the centralized invoicing team.
  • Address client and colleague inquiries, correcting invoices as needed.
  • Support proactive credit control to avoid Notice of Cancellations (NOCs) and bad debt.
  • Resolve invoicing issues, payment reconciliation discrepancies, and NOCs, coordinating with client teams, fiduciary accounting, carriers, and internal functions.
  • Collaborate with account owners, client teams, and internal functional teams to research and resolve billing discrepancies and unbilled items.
  • Provide solutions for open revenue recognition and internal revenue reserve items.

Required profile

  • Fluent in spoken and written English and French.
  • Bachelor’s or technical degree.
  • Minimum one year of professional experience in client invoicing, accounts receivable/payable, or related finance functions, preferably in insurance, financial services, or BPO.
  • Strong problem‑solving ability and excellent attention to detail.
  • Highly organized self‑starter capable of managing multiple client accounts and meeting deadlines.
  • Ability to thrive in a fast‑paced environment with many stakeholders.
  • Superior communication focused on resolution and client service.
  • Effective collaboration skills to build relationships with internal teams and clients.
  • Knowledge of accounting principles and terminology.

Required skills

  • Microsoft Excel (including formulas and pivot tables)
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Relevant financial software and tools

What we offer

  • Professional development opportunities and supportive leadership.
  • Inclusive culture with talented colleagues and impact‑driven projects.
  • Career growth across a global organization with benefits that support well‑being.

Questions fréquentes

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