Senior Client Services Project Manager – 2nd shift

🕒 September 4

🌵 Arizona, California, +16 more states – Remote

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💵 $40 - $55 / hour

⏰ Full Time

🟠 Senior

👷‍♀️ Project Manager

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Logo of Toppan Merrill

Toppan Merrill

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Toppan Merrill is a leading provider of financial services solutions focusing on regulatory compliance, content management, and communication services for capital markets, corporate compliance, and health plans. The company offers advanced technology platforms such as Bridge for EDGAR and iXBRL filing, SEC Connect for managing a variety of form types, and SOX Automation for comprehensive SOX compliance management. With over 50 years of experience, Toppan Merrill helps clients streamline financial reporting, create compliant disclosures, and manage investor, shareholder, and member communications efficiently. Their solutions enable businesses to navigate the complexities of IPOs, mergers, acquisitions, and SPAC transactions while remaining compliant with SEC regulations. The company caters to industries affected by SEC regulatory changes, offering tools for both regulatory disclosure and marketing communications.

📋 Description

• Nurture and develop effective and positive executive-level client relationships • Manage projects overall • Lead or assist multiple clients in the preparation of disclosure documents • Participate in client meetings, presentations, and onboarding • Serve as liaison between clients and internal consulting, product support, IT, customer service sites, and sales departments • Drive and act as an internal change agent while working with cross-functional teams • Serve as the first point of contact for client requests or inquiries • Resolve client inquiries directly or escalate them to appropriate internal teams • Document activities and resolutions using an internal workflow tool • Ensure proper and detailed documentation for job tracking and billing

🎯 Requirements

• Bachelor's degree in business or related field preferred or equivalent combination of education and experience • 5+ years of previous work experience in a similar client service environment • Demonstrated success in a client-facing environment • Ability to connect and engage with high-level clientele and internal employees • Excellent presentation and formal communication skills • Strong technical aptitude with a high level of skill and experience in the Microsoft Office Suite • Proven problem-solving and decision-making skills • Ability to quickly learn and adapt to changing conditions, regulations & technology • Ability to work productively both individually and in a team environment • Propensity to successfully manage priorities and respond to deadlines ahead of schedule • Detail oriented with strong organizational skills • Experience with project oversight, multitasking and ability to lead others through high pressure situations • Strong financial services industry knowledge with an understanding of document types, including their purpose and application • Preference given to candidates with knowledge and experience in the transaction & compliances services industry, accounting, XBRL, and SaaS tools • Overtime hours required • Monday-Friday availability from 2:15pm-11:30pm Pacific Standard Time

🏖️ Benefits

• 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

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