Client Services specialist # 26-28056

Work Arrangement: Fully Remote

Job Description: We are seeking a detail-oriented Project Coordinator to support financial document processing and electronic filings with the Securities and Exchange Commission (SEC). This role involves working with client documents, converting and editing files into HTML format, coordinating with internal teams, and ensuring accurate and timely processing of EDGAR filings. The ideal candidate will have customer service experience, HTML editing skills, strong communication abilities, and the ability to work with sensitive financial documents under tight deadlines.

Responsibilities: Communicate with clients through email, phone, and other channels to understand and process requests. Coordinate the electronic transmission of sensitive financial documents to the SEC. Learn and apply SEC guidelines and EDGAR filing requirements. Use Microsoft 365 applications and internal systems for daily processing activities. Convert and revise documents from Word, Excel, and PDF formats into HTML using specialized software. Coordinate with internal departments to process EDGAR projects through completion. Maintain accuracy and attention to detail when handling sensitive client documents. Manage multiple requests and meet strict processing deadlines.

Required Qualifications: At least 2 years of client or customer service experience. Hands-on HTML editing experience. Strong written and verbal communication skills. Excellent attention to detail and organizational skills. Ability to communicate professionally with senior management, board members, partners, and attorneys. Strong computer skills and proficiency with Microsoft 365. Ability to manage processes and work under tight deadlines. Ability to learn new systems, applications, and filing procedures quickly.

Preferred Qualifications: Financial printing industry experience. Experience with SEC filings or EDGAR compliance. Knowledge of HTML codes or XBRL. Bachelor's degree or equivalent experience.