Client Services Specialist - 1st Shift
Job Description:
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/.
About the Opportunity:
Toppan Merrill has an exciting opportunity for a Client Services Specialist to join our growing New York team as a Remote team member. You will convert documents from various formats to EDGAR-compliant format (HTML), as well as edits documents per client markups or tracked-change Word documents.
Shift: 9:30am – 6:00pm ET Monday – Friday
Job Responsibilities:
- Converting and editing Word, Excel, PPT and PDF documents to EDGAR compliant format (SEC acceptable HTML format) for filing with the Securities and Exchange Commission.
- Process edits to documents accurately and in a timely manner, minimizing errors.
- Contact clients concerning possible errors in filing, such as incorrect dates, missing signatures, missing exhibits, insufficient funds in SEC account, etc.
- Work closely with Manager to determine priorities and workflow.
- Client relationship management to effectively communicate SEC compliance requirements and filing deadlines.
- Possess exceptional communication skills with the ability to state messages in a clear, understandable manner for customers.
- Proactively reach out to customers and effectively address any needs that arise.
About You:
- Bachelor’s degree Preferred but not required
- Microsoft Office programs
- Advanced knowledge of Excel, Word, and PPT
- Experience with GoFiler software preferred
- Familiarity with Adobe products (Acrobat, Photoshop)
- Strong keyboard/typing skills required
- SEC compliance (form-type) and XBRL knowledge a plus
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $20- $24 an 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:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.
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