обновлено 2 дня назад
Capital Markets Client Service Associate - 3rd Shift (Remote)
90 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Capital Markets Client Service Associate - 3rd Shift (Remote) (Financial Document Workflows): Managing complex financial disclosure and print projects from intake through proofing, SEC filing support, print, and delivery with an accent on client coordination, document accuracy, and deadline management. Focus on coordinating corporate issuers, legal teams, investment banking professionals, and production groups during overnight hours while resolving issues and protecting transaction deadlines.
Location: Remote, associated with New York, NY. Dedicated overnight schedule from 11:00 PM to 7:00 AM ET, Sunday to Thursday or Tuesday to Saturday. Additional hours, days, and holiday coverage may be required.
Compensation: $90,000–$100,000 per year, plus bonus eligibility.
Company
provides financial services technology and disclosure solutions for capital markets clients.
What you will do
- Serve as the primary contact for corporate issuers, legal counsel, investment banking teams, and other capital markets clients.
- Coordinate financial print and disclosure projects from intake through composition, proofing, revisions, EDGAR filing support, print, mailing, and electronic delivery.
- Work with composition, EDGAR, print production, digital delivery, and quality control teams to meet accuracy and schedule requirements.
- Review instructions, monitor project status, identify risks, and communicate next steps and timing expectations.
- Support SEC filing and transaction workflows involving prospectuses, registration statements, proxy materials, merger documents, and other financial disclosures.
- Resolve client issues, maintain accurate project records, and manage competing urgent requests during overnight hours.
Requirements
- Bachelor’s degree preferred, or equivalent relevant experience.
- Three to five years of experience in client service, project coordination, financial services, legal services, printing, document production, or a similar deadline-driven environment.
- Strong written and verbal communication skills, including clear status reporting and client expectation management.
- Excellent organization, prioritization, multitasking, follow-through, judgment, and attention to detail.
- Proficiency with Microsoft Word, Excel, Outlook, PowerPoint, and Adobe Acrobat Pro.
- Comfort working with complex, time-sensitive documents in a regulated financial services environment.
Nice to have
- Experience with financial printing, EDGAR filing, regulatory disclosure, capital markets, legal document production, or transaction support.
- Familiarity with SEC forms including S-1, S-3, S-4, 10-K, 10-Q, 8-K, and DEF 14A.
- Experience supporting corporate issuers, law firms, investment banks, or other financial services clients.
- Familiarity with workflow, job management, document management, or production tracking systems.
Culture & Benefits
- Collaborative, inclusive workplace focused on helping associates bring their best work.
- Comprehensive benefits package.
- Paid sick leave and other legally required benefits for Colorado employees.
- Bonus-eligible compensation.
Hiring process
- Submit an application and required information through the application link.
- Applications may be supported by AI-based review tools, with final employment decisions subject to human review.
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