Hybrid Senior Client Services Project Manager – 2nd shift

at Toppan Merrill

• Job title: Senior Client Services Project Manager – 2nd shift
• Job type: Full Time
• Experience level: Senior
• Salary: $40 - $55 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Palo Alto, United States

About the role

• Senior Client Services Project Manager at Toppan Merrill managing client relationships and project oversight. Assisting clients with disclosure document preparation and ensuring service excellence.

Responsibilities

• Responsible for nurturing and developing effective and positive executive-level client relationships.
• Accountable for overall project management.
• Will take the lead or assist multiple clients in the preparation of disclosure documents.
• Actively participates in client meetings, presentations, and on-boarding.
• Liaison between client and other internal departments (consulting, product support, IT, customer service sites, and sales) for requested services.
• Ability to drive and act as an internal change agent while working with cross-functional teams.
• Is the first point of contact for clients with requests or inquiries.
• Responsible for ensuring resolution to client inquiries by either executing directly or escalating to the appropriate internal teams.
• Documents all activities and resolutions using an internal workflow tool.
• Ensures 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.
• Role model in service excellence with 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.

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