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Project Manager Investment Services (HYBRID)
Location:
New York, NY
Description:
Job Description: Responsible for the overall management of client accounts focused on assisting clients with their investment company compliance and variable product filings. Essential Duties and Responsibilities Coaches and mentors 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 Handles complex client documents and tasks Provides training and mentoring for lower skilled employees May be involved in initiatives and projects, helping to define processes and procedures. Effective in communicating SEC rules and regulations to internal team members and clients Additional Duties and Responsibilities Extraordinary customer service skills Possess a keen awareness of deadlines and a willingness to work with team members or alone for optimal productivity Articulate, good listener Inquisitive and able to identify client concerns and problem solve solutions when needed Possess technology savvy Have a natural curiosity for how things work and a desire to continuous learn and improve Willingness to be flexible and to work overtime hours as needed during the week and on weekends Ability to interact with internal/external clients/customers in a professional manner Ability to coach and educate clients on SEC rules and regulations toward the successful execution of filings Additional duties as assigned Minimum Education Bachelor's degree in business or related field preferred and/or equivalent combination of education and experience Minimum Experience 7+ years experience working in a client service environment Experience in financial industry a plus Salary Range: $30-$45 an hour based on experience
Company:
Toppan Merrill
Posted:
April 23 on TopUSAJobs
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More About this Listing: Project Manager Investment Services (HYBRID)
Project Manager Investment Services (HYBRID) is a Executive Project Manager Job at Toppan Merrill located in New York NY. Find other listings like Project Manager Investment Services (HYBRID) by searching Oodle for Executive Project Manager Jobs.
Project Manager Investment Services (HYBRID) is a Executive Project Manager Job at Toppan Merrill located in New York NY. Find other listings like Project Manager Investment Services (HYBRID) by searching Oodle for Executive Project Manager Jobs.