Client Service Project Manager - Financial Reporting & Proxy Services
About The Position
Toppan Merrill is hiring a Client Service Project Manager to serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. The role coordinates cross-functional teams, develops project timelines, guides clients through the company’s solutions and services, and supports a seamless client experience throughout the engagement lifecycle. The position manages client projects and communications, partners with Sales during pre-sales activities, and coordinates with internal service groups to deliver projects successfully. It also maintains project documentation and billing-related information and builds client relationships through responsive service and strategic guidance.
Requirements
- Bachelor’s degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
- 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 effectively with executive-level clients and internal stakeholders.
- Advanced proficiency with Microsoft 365 applications, including Outlook, Teams, PowerPoint, 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
- 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 work across Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups.
- Lead client onboarding, kickoff meetings, project status discussions, and ongoing communications about scope, timelines, and deliverables.
- Monitor milestones, identify risks, communicate changes proactively, and help clients navigate evolving requirements and customized solutions.
- Maintain accurate 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 client 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, community involvement, bereavement, jury duty, and holidays.
- Paid parental leave.
- Paid community involvement/volunteer days.
- Wellness resources and Employee Assistance Programming.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
