Remote Senior Client Services Project Manager

Toppan Merrill LLC; Colorado; On-site; USD 55,000 - 76,000; Full time

Benefits offered by this job

Enhanced Medical, Dental, Vision and 1

401(k) with company match

Job summary

Toppan Merrill LLC is seeking a Senior Client Service Project Manager to join our team. You will be the primary contact for all disclosure document needs, coordinating with consulting, product support, and sales while managing client relationships and multiple projects.

The role follows a Pacific Time evening shift, with overtime as required, and is eligible for remote work within the United States. Ideal candidates have a Bachelor's in business or related field, 5+ years in client service, and

Qualifications

• 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.

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.

Job description

Toppan Merrill LLC is seeking a Senior Client Service Project Manager to join our team. You will be the primary contact for all disclosure document needs, coordinating with consulting, product support, and sales while managing client relationships and multiple projects.

The role follows a Pacific Time evening shift, with overtime as required, and is eligible for remote work within the United States. Ideal candidates have a Bachelor's in business or related field, 5+ years in client service, and