1st Shift- Financial Services Project Manager

Toppan Merrill is seeking a Senior Client Service Project Manager to manage client accounts, ensuring all internal and regulatory needs are met. This role involves leading and assisting with client disclosure documents, fostering relationships with executive-level clients, coordinating with internal teams, and resolving client inquiries. The manager will document all client activities to track jobs and billing, contributing to the company's commitment to simplifying regulatory disclosure and communications.

Must Have

• Lead and/or assist with the preparation of various client disclosure documents
• Develop and foster positive relationships with executive level clients
• Coordinate with fellow project managers, clients, and internal teams
• Ensure resolution to client inquiries by acting as first point of contact
• Document all client activities on internal workflow tool
• 5+ years’ experience in similar client service environment
• Understanding of financial document types
• Ability to clearly communicate objectives
• Willingness to be flexible and work overtime hours as needed

Good to Have

• Bachelor’s degree in business or related field
• Experience in financial services industry

Job Description:

================

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.

We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/

.

Toppan Merrill has an exciting opportunity for a Senior Client Service Project Manager to join our CENWEST team for peak. You will manage client accounts ensuring all clients internal and regulatory needs are met.

Job Responsibilities:

• Lead and/or assist with the preparation of various client disclosure documents
• Develop and foster positive relationships with executive level clients by actively participating in client meetings and/or onboardings
• Coordinate with fellow project managers, clients, and internal teams to ensure requested services are completed
• Ensure resolution to client inquires by acting as first point of contact, directing and/or escalating concerns to the appropriate internal teams
• Document all client activities on internal workflow tool to ensure proper detailed documentation for job tracking and billing

About You:

• Bachelor’s degree in business or related field preferred and/or equivalent combination of education and experience
• 5+ years’ experience working in similar client service environment. Experience in financial services industry a plus.
• Talented role model in the delivery of service, with demonstrated successes in high-caliber client facing environments
• Possess a keen awareness of deadlines and a willingness to work with team members or alone for optimal productivity
• Understanding of financial document types and the ability to clearly communicate objectives are key attributes in our time-sensitive and deadline-driven business
• Willingness to be flexible and to work overtime hours as needed during the week and on weekends