Client Services Project Manger

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.

We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture.  Learn more at https://www.toppanmerrill.com/careers/.

Toppan Merrill has an exciting opportunity for a Client Services Project Manager to join our New York team.   You will manage client accounts with a focus on assisting clients with their investment company compliance and variable product filings.

Job Responsibilities:

• Coach and mentor Intermediate and Associate team members to ensure they are supported and adhere to best practices
• Lead and/or assist with the preparation of various client compliance documents
• Coordinate with fellow team members and internal teams to ensure client SEC (Securities and Exchange Commission) filings are executed timely and accurately
• Develop and foster positive relationships with investment and variable product clients, and outside counsel by actively participating in client meetings and/or onboardings  
• 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
• Handle complex client documents and tasks
• Provide training and mentoring for lower skilled employees

About You:

• Bachelor’s degree in business or related field preferred and/or equivalent combination of education and experience
• 7+ years of experience working in a client service environment 
• Experience in financial industry

We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $40-55 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.

Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:

• Paid Sick
• 401K Match after reaching hours requirements

Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.