Toppan Merrill

Senior Client Services Project Manager – 2nd shift

Toppan Merrill

full-time

Posted on:

Location Type: Hybrid

Location: Palo Alto • California • Colorado • United States

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Salary

💰 $40 - $55 per hour

Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
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
Applicant Tracking System Keywords

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

Hard Skills & Tools
project managementMicrosoft Office Suiteproblem-solvingdecision-makingmultitaskingdocument preparationbilling documentationXBRLSaaS
Soft Skills
client relationship managementservice excellencepresentation skillsformal communicationadaptabilityorganizational skillsteamworkprioritizationdetail oriented