Remote Senior Client Services Project Manager

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

Benefits offered by this job

Medical Insurance

401(k) with company match

Paid Time Off

Parental Leave

Volunteer days

Job summary

Toppan Merrill is seeking a Senior Client Service Project Manager to serve as the primary contact for disclosure document needs, coordinating with consulting, product support, sales, and service teams. The role requires managing client expectations, guiding multiple projects, and ensuring timely, accurate deliverables.

You will liaise with internal departments, drive change, and maintain detailed documentation while supporting executive-level clients across the organization.

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

• Nurture and develop executive-level client relationships.
• Accountable for overall project management.
• Lead or assist multiple clients in the preparation of disclosure documents.
• Participate in client meetings, presentations, and on-boarding.
• Liaison between client and internal departments for requested services.
• Drive and act as an internal change agent with cross-functional teams.
• First point of contact for clients with requests or inquiries.
• Ensure resolution to client inquiries by direct action or escalation.
• Document all activities and resolutions using an internal workflow tool.
• Ensure proper documentation for job tracking and billing.

Skills

Client service

Project management

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Toppan Merrill is seeking a Senior Client Service Project Manager to serve as the primary contact for disclosure document needs, coordinating with consulting, product support, sales, and service teams. The role requires managing client expectations, guiding multiple projects, and ensuring timely, accurate deliverables.

You will liaise with internal departments, drive change, and maintain detailed documentation while supporting executive-level clients across the organization.