2nd Shift Financial Services Project Manager-HYBRID

Description

Toppan Merrill a global leader in secure content sharing, disclosure and regulated communications is currently seeking a skilled Financial Print Project Manager to join our growing service team.

The Financial Print Project Manager is an integral position within the Service and Operations team, working closely with clients and our internal Consulting, Product Support, Sales and Service teams.

The Financial Print Project Manager will assist with customer support and will be the primary point of contact for all disclosure document needs.

The right candidate will be seen as an expert and will demonstrate the ability to understand each client's needs to provide real, effective solutions.

The ideal candidate will possess extraordinary customer service skills, demonstrate solid understanding of managing compliance and transactional projects and SEC form types and have a strong technical aptitude.

Responsibilities :

Nurture and develop effective and positive executive level client relationships

Overall project management

Lead and / or assist multiple clients in the preparation of disclosure documents

Actively participate 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

Drive and act as an internal change agent while working with cross-functional teams

Act as first point of contact for clients with requests or inquiries

Ensure resolution to client inquiries by either executing directly or escalating to the appropriate internal teams

Document all activities and resolutions using an internal workflow tool

Ensure proper and detailed documentation for job tracking and billing

Skills / Abilities

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 with Microsoft Office Suite

Proven problem-solving and decision-making skills

Ability to quickly learn and adapt to changing conditions, regulations and 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.

Preference given to candidates with knowledge and experience in the Transaction & Compliances Services Industry, Accounting, XBRL, SaaS tools

Ability to travel

Flexibility / adaptability with overtime and shift

Qualifications

BA / BS degree in business or related field preferred, and / or equivalent combination of education and experience

Five to seven years of previous work experience in a similar client service environment

Please note this will be a second shift hybrid position.