Client Service Project Manager - Financial Reporting & Proxy Services

Toppan Merrill; Saint Paul (MN); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

Enhanced Medical, Dental, Vision and L

Life insurance

401(k) with company match

Paid time off

Paid parental leave

Wellness Resources

Job summary

Toppan Merrill is seeking a Client Service Project Manager for Financial Reporting & Proxy Services to guide complex client engagements from pre-sales through delivery. You will coordinate Design, Consulting, Product, and Operations teams to ensure on-time, accurate results and a seamless client experience.

The role requires 5+ years in client service or project management, strong communication with executive clients, and solid proficiency with Microsoft 365 tools.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 5+ years in client service, project management, or related field.
• Strong communication with executive clients and stakeholders.
• Proficiency with Microsoft 365 tools and collaboration platforms.

Responsibilities

• Serve as primary contact for clients across Proxy, Financial Reporting, ESG, Design, and Advisory Services.
• Develop project plans, timelines, and coordinate deliverables to ensure on-time delivery.
• Partner with Sales during pre-sales, discovery, and solution discussions.
• Coordinate cross-functional activities to ensure project success and client satisfaction.
• Lead onboarding, kickoff meetings, and ongoing status discussions.

Skills

Client communication

Project coordination

Executive communication

Relationship building

Education

Bachelor's degree in Business or related field

Tools

Microsoft 365

Outlook

Teams

PowerPoint

SharePoint

Adobe Acrobat Pro

Job description

Job Description:

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 Service Project Manager - Financial Reporting & Proxy Services to join our #hybrid team. In this role, you will serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. You will coordinate cross-functional teams, build project timelines, guide clients through our solutions and services, and ensure a seamless client experience throughout the engagement lifecycle.

Job Responsibilities:

• Serve as the primary point of contact and trusted advisor for clients engaging Toppan Merrill's Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services offerings.
• Manage multiple client projects simultaneously by developing project plans, building timelines, coordinating deliverables, and ensuring successful execution from project kickoff through initial delivery.
• Partner closely with Sales during pre-sales engagements, client discovery sessions, presentations, and solution discussions to support business development efforts.
• Coordinate activities across internal teams including Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups to ensure project success and exceptional client outcomes.
• Lead client onboarding activities, kickoff meetings, project status discussions, and ongoing communications regarding scope, timelines, and deliverables.
• Monitor project milestones, identify risks, proactively communicate changes, and help clients navigate evolving requirements and customized solutions.
• Develop and maintain accurate project documentation, client communications, workflow records, and billing-related information to support operational excellence.
• Build long-term client relationships by delivering responsive service, effective communication, and strategic guidance that enhances client satisfaction and retention.

About You:

• Bachelor's degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
• 5+ years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
• Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
• Strong verbal, written, presentation, and relationship-building skills with the ability to communicate effectively with executive-level clients and internal stakeholders.
• Advanced proficiency with Microsoft 365 applications including Outlook, Teams, PowerPoint, SharePoint, and related collaboration tools.
• Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
• Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.
• Preferred qualifications include experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications. Knowledge of color management, print production concepts, or financial disclosure processes is a plus.

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $30.00 - $40.00 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

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