Toppan Merrill ยท 20 hours ago
Client Services Project Manager
St. Paul, MN (USA)
Full-time
Onsite
Mid, Senior Level
5+ years expToppan Merrill is currently seeking a skilled Bridge Customer Care Representative to join our growing second shift service team. The Customer Care Representative will assist with customer support and will be the primary point of contact for all disclosure document needs, working closely with clients and internal teams to provide effective solutions.
Finance
Responsibilities
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
Qualification
Required
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
Experience working in firm deadline-driven environments
Strong financial services industry knowledge, with an understanding of document types, including their purpose and application
Five to seven years of previous work experience in a similar client service environment
Ability to travel
Flexibility/adaptability with overtime and shift
Preferred
BA/BS degree in business or related field preferred, or equivalent combination of education and experience
Preference given to candidates with knowledge and experience in the Transaction & Compliance Services Industry, Accounting, XBRL, SaaS tools
Company
Toppan Merrill
Toppan Merrill is a continuous commitment to better customer experience, increased productivity and better outcomes.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Roy Gross
SVP-Election Services
Brenda Vale
Executive Vice President and Chief Administration Officer
Recent News
2025-12-24
2024-04-08
2024-04-08
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