Toppan Merrill · 1 day ago
1st Shift- Financial Services Project Manager
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. They are seeking a Senior Client Service Project Manager to manage client accounts, ensuring all clients' internal and regulatory needs are met.
Finance
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 inquires 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
Qualification
Required
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
Company
Toppan Merrill
Toppan Merrill is a continuous commitment to better customer experience, increased productivity and better outcomes.
H1B Sponsorship
Toppan Merrill has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-24
2024-04-08
2024-04-08
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