Toppan Merrill · 23 hours ago
2nd Shift Financial Services Project Manager
United States
Full-time
Remote
Mid Level
$47/hr - $47/hr
3+ years expToppan Merrill is a company that specializes in assisting clients with their SEC transactional and compliance regulatory filings. The Financial Services Project Manager is responsible for overall management of client accounts, ensuring timely and accurate execution of SEC filings while fostering positive client relationships.
Finance
Responsibilities
Trained to assist with the preparation of various client financial disclosure documents
Coordinate with fellow project managers and internal teams to ensure client SEC (Security and Exchange Commission) filings are executed timely and accurately
Develop and foster positive relationships with executive level clients by actively participating in client meetings and/or onboardings
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
Qualification
Required
Bachelor's degree in business, finance or related field preferred and/or equivalent combination of education and experience
3-5 Years Experience working in client service environment
3-5 Years Experience in financial services industry
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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