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
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