Senior Client Services Project Manager – 2nd shift

This is a fully remote position, open to applicants in Arizona, +17 more states.

📋 Description

• Cultivate and foster strong and positive relationships with executive-level clients.

• Oversee project management comprehensively.

• Lead or assist various clients in creating disclosure documents.

• Engage in client meetings, presentations, and onboarding processes.

• Act as a liaison between clients and internal teams, including consulting, product support, IT, customer service, and sales.

• Propel and serve as an internal change agent while collaborating with cross-functional teams.

• Be the initial point of contact for client requests or inquiries.

• Address client inquiries directly or escalate them to the relevant internal teams.

• Record activities and resolutions using an internal workflow system.

• Guarantee accurate and detailed documentation for job tracking and billing purposes.

⛳️ Requirements

• A bachelor's degree in business or a related field is preferred, or a comparable combination of education and experience.

• More than 5 years of relevant experience in a similar client service setting.

• Proven track record of success in a client-facing role.

• Ability to connect with and engage high-level clients as well as internal staff.

• Exceptional presentation and formal communication skills.

• Strong technical skills with extensive experience in the Microsoft Office Suite.

• Demonstrated problem-solving and decision-making capabilities.

• Capacity to swiftly learn and adapt to evolving conditions, regulations, and technologies.

• Competence to work productively both independently and as part of a team.

• Strong ability to manage priorities effectively and respond to deadlines proactively.

• Detail-oriented with excellent organizational abilities.

• Experience in project oversight, multitasking, and leading others through high-pressure situations.

• Solid understanding of the financial services industry and various document types, including their purposes and applications.

• Preference for candidates with knowledge and experience in transaction and compliance services, accounting, XBRL, and SaaS tools.

• Availability for overtime hours is required.

• Must be available Monday through Friday from 2:15 PM to 11:30 PM Pacific Standard Time.

🏝️ Benefits

• Comprehensive Medical, Dental, Vision, and Life insurance for employees and their dependents.

• 401(k) plan with company matching and full vesting from the date of hire.

• Paid time off, including vacation, sick leave, community involvement, bereavement, jury duty, and holidays.

• Paid parental leave.

• Paid days for community involvement and volunteering.

• Access to Wellness Resources and Employee Assistance Programs.