[Hiring] Financial Services Project Manager @Toppan Merrill

Role Description

Toppan Merrill has an exciting opportunity for a Senior Client Service Project Manager to join our CENWEST team for peak. You will manage client accounts ensuring all clients internal and regulatory needs are met.

• 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 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

Qualifications

• 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