Senior Client Service Project Manager - Hybrid

3 Minutes ago • 5 Years + • Project Management • $75,000 PA - $130,000 PA

Job Summary

Job Description

Toppan Merrill is seeking a Senior Client Service Project Manager for their New York team. This hybrid role involves managing client accounts, ensuring regulatory and internal needs are met. Responsibilities include leading the preparation of client disclosure documents, fostering client relationships, coordinating with internal and external teams, resolving client inquiries, and documenting activities. The position requires 5+ years of client service experience, preferably in financial services, and strong communication skills.
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.
  • Bachelor’s degree in business or related field or equivalent experience.
  • 5+ years’ experience in a client service environment.
  • Understanding of financial document types.
  • Ability to clearly communicate objectives.
  • Willingness to be flexible and to work overtime hours as needed.
  • Required onsite in New York office Wednesday each week.
  • Work 2nd shift: 2:45pm ET - 11:15pm ET Monday - Friday.
Good to have:
  • Experience in the financial services industry.
Perks:
  • Enhanced Medical, Dental, Vision and Life insurance for employees and dependents.
  • 401(k) with company match with full vesting from date of hire.
  • Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
  • Paid parental leave.
  • Paid community involvement/volunteer days.
  • Wellness Resources and Employee Assistance Programming.

Job Details

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/.

You will manage client accounts ensuring all clients internal and regulatory needs are met.

Required Onsite in our New York office Wednesday each week

Shift 2nd: 2:45pm ET - 11:15pm ET Monday - Friday

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

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $75,000-130,000 per year, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

  • Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
  • 401(k) with company match with full vesting from date of hire
  • Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
  • Paid parental leave
  • Paid community involvement/volunteer days.
  • Wellness Resources and Employee Assistance Programming.

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.

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About The Company

Toppan Merrill is the best in class partner for complex, securecommunications thatdelivers premier technology driven solutions to more efficiently and accurately communicate mission critical content.We are: ​Trusted, Responsive, Expert and Human​Toppan Merrill is built on what today's clients demand and tomorrow's clients require — a responsive partnership, rooted in deep market expertise, modern agile solutions built around your business needs, and a commitment to forward-thinking technology that ensures speed, precision, and accuracy.

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