Client Service Project Manager - Financial Reporting & Proxy Services

Toppan Merrill • Saint Paul, MN

8d • Hybrid

About The Position

Toppan Merrill is hiring a Client Service Project Manager for its Financial Reporting & Proxy Services. The role serves as a trusted advisor to clients and internal partners, managing proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. The project manager coordinates cross-functional teams, builds timelines, guides clients through the company’s solutions and services, and supports a seamless client experience throughout each engagement.

Requirements

• At least 5 years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
• Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
• Strong verbal, written, presentation, and relationship-building skills, including the ability to communicate with executive-level clients and internal stakeholders.
• Advanced proficiency with Microsoft 365 applications, including Outlook, Teams, PowerPoint, and SharePoint, and related collaboration tools.
• Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
• Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.

Nice To Haves

• Bachelor’s degree in Business or a related field, or an equivalent combination of education and relevant experience.
• Experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications.
• Knowledge of color management, print production concepts, or financial disclosure processes.

Responsibilities

• Serve as the primary point of contact and trusted advisor for clients using Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services.
• Manage multiple client projects by developing project plans, building timelines, coordinating deliverables, and overseeing execution from kickoff through initial delivery.
• Partner with Sales on pre-sales engagements, client discovery sessions, presentations, and solution discussions.
• Coordinate activities across Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other internal service groups.
• Lead client onboarding, kickoff meetings, project status discussions, and ongoing communications about scope, timelines, and deliverables.
• Monitor project milestones, identify risks, communicate changes proactively, and help clients navigate evolving requirements and customized solutions.
• Maintain project documentation, client communications, workflow records, and billing-related information.
• Build long-term client relationships through responsive service, effective communication, and strategic guidance that supports satisfaction and retention.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level