Client Services Project Manger
About The Position
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 Client Services Project Manager to join our New York team. You will manage client accounts with a focus on assisting clients with their investment company compliance and variable product filings.
Requirements
- Bachelor’s degree in business or related field preferred and/or equivalent combination of education and experience
- 7+ years of experience working in a client service environment
- Experience in financial industry
Responsibilities
- Coach and mentor Intermediate and Associate team members to ensure they are supported and adhere to best practices
- Lead and/or assist with the preparation of various client compliance documents
- Coordinate with fellow team members and internal teams to ensure client SEC (Securities and Exchange Commission) filings are executed timely and accurately
- Develop and foster positive relationships with investment and variable product clients, and outside counsel by actively participating in client meetings and/or onboardings
- 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
- Handle complex client documents and tasks
- Provide training and mentoring for lower skilled employees
Benefits
- Paid Sick
- 401K Match after reaching hours requirements
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
1,001-5,000 employees
