Customer Service Representative – Financial Printing/Typesetting Department
Location: Remote
2nd Shift
Position Summary
We are seeking a detail-oriented and client-focused Customer Service Representative with 3 – 5 years of experience in the financial printing industry. The ideal candidate will have a proven track record of managing complex client communications, coordinating time-sensitive financial documents, and ensuring flawless execution under tight deadlines.
Key Responsibilities
Serve as the primary point of contact for clients, ensuring exceptional service throughout the document submission lifecycle.
Coordinate the production and delivery of financial documents including SEC filings, registration statements, proxy statements, annual reports and tender offers.
Collaborate with internal production teams (Typeset, EDGAR & iXBRL) and print specialists to meet client specifications and regulatory deadlines.
Manage multiple projects simultaneously, maintaining process protocols accurately with attention to detail under pressure.
Provide guidance to clients on formatting, compliance and best practices in financial disclosure.
Troubleshoot issues proactively resolving client concerns to ensure peak service level
performance, satisfaction and client retention.
Maintain accurate records of client interactions, project timelines, and service metrics.
Qualifications
3 – 5 years of customer service or project management experience in the financial printing
industry.
Expert in SEC filing processes and financial disclosure requirements.
Strong understanding of typesetting, document formatting and print requirements.
Excellent communication and interpersonal skills.
Ability to thrive in a fast-paced, deadline-driven environment.
Proficiency in Microsoft Office Suite; experience with document management systems is a plus.
Bachelor’s degree in Business, Communications, or a related field preferred.
Preferred Experience
Direct experience working in industry.
Exposure to EDGAR and iXBRL filing processes.
Knowledge of investment banking, legal, or corporate governance environments.