Service Delivery Senior Associate
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Job Summary
To support a dynamic team focused on global markets, the full-time Service Delivery Senior Associate will manage client relationships, coordinate the production of SEC filings and other financial documents, and ensure compliance with service agreements while working remotely.
Key responsibilities:
- Serve as the primary liaison for customers associated with designated accounts
- Manage and coordinate projects for both new and existing clients, ensuring a positive client experience
- Research and gather necessary data to create accurate SEC EDGAR filings and other financial compliance documents
Required qualifications:
- 5+ years of experience in customer advocacy, post-sales support, or related roles
- High proficiency in EDGAR, XBRL, and knowledge of the DFIN ecosystem
- Strong organizational skills with the ability to manage multiple projects effectively
- Proficient in Microsoft Office Suite and Salesforce
- Demonstrated ability to collaborate effectively and drive solutions across all levels of management
Complete Job Description
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