Financial Services Project Manager

Toppan Merrill

full-time

Posted on: 1/11/2026

Location Type: Remote

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About the role

Manage client accounts ensuring all clients internal and regulatory needs are met
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 internal workflow tool to ensure proper detailed documentation for job tracking and billing

Bachelor’s degree in business or related field preferred and/or equivalent combination of education and experience
5+ years’ experience working in similar 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

Tip: use these terms in your resume and cover letter to boost ATS matches.

client account managementclient disclosure document preparationfinancial document understanding

relationship buildingcommunicationproblem-solvingteam collaborationtime managementflexibilityproductivity

Bachelor’s degree in business