1st Shift- Financial Services Project Manager
il y a 1 semaine
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
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
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