Hybrid Client Service Project Manager

Posted 5 hours ago

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About the role

  • Client Service Project Manager overseeing client accounts at Toppan Merrill. Ensuring internal and regulatory needs are met while building relationships with executive clients.

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 inquiries by acting as first point of contact, directing and/or escalating concerns to the appropriate internal teams
  • Document all client activities on our internal workflow tool to ensure proper detailed documentation for job tracking and billing

Requirements

  • 1+ years of experience in a 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

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

Job title

Client Service Project Manager

Job type

Experience level

Junior

Salary

$26 - $36 per hour

Degree requirement

No Education Requirement

Location requirements

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