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FINANCIAL SERVICES ACCOUNT SPECIALIST 1
Job Field: Legal Jobs
Location: Palo Alto, CA
Salary: $Not stated
Location: Palo Alto, CA
Salary: $Not stated
JOB SUMMARY:
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<tr><td valign="top" width="450"><b>Financial Services Account Specialist 1Tracking Code10440Job DescriptionActs as a project manager and service liaison between customer, sales, and multiple production platforms.  Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production team.  Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet all regulatory requirements of the client.Plans and coordinates the production of client documents, electronic filings and print jobs in order to achieve the objectives of the service agreement in compliance of customer expectations, company policy, and profit and quality requirements.  Applies understanding of customer’s business needs in building solid customer relationships, monitoring customer satisfaction, and providing consulting in conjunction with RR Donnelley sales.  Has primary responsibility for all steps of service delivery, including Composition and Manufacturing through final disposition of the customer product.Responsibilities* Engage customers to gather job requirements and translate customer requirements in to detailed workflow instructions and oversee workflow across multiple departments such as Composition, Desktop, Prepress, Manufacturing & Shipping.* May be responsible for researching and compiling all required data elements needed to prepare the appropriate electronic filing and/or composition of SEC EDGAR filings, prospectuses, annual reports and other financial compliance documents.* Confer with customers and/or customers legal counsel throughout Composition to keep them informed of the status of jobs, solicit additional information needed for current jobs and coordinate changes to jobs.  Ensure final documents are signed off and approved for print or positing to online systems.* May coordinate production of printed documents and components with other internal plants and/or external vendors.* Engage appropriate departments to verify the issue and determine the root cause on issues that arise.  Communicate with customers regarding the resolution of issues.* Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards. * May tally the final production runs and work performed to assemble paperwork for billing purposes.* Reviews document proofs or drafts for client delivery.* Receives, reviews, prepares, files and posts documents as required by SEC regulations in addition to clients’ individual needs.* Performs other related duties and participates in special projects as assigned.Required SkillsBachelor degree in discipline related to functional work or role  with 3-5 years of relevant work experience (Financial Services Print Documents and SEC Filings) OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.Able to apply broad work experience and knowledge when analyzing complex problems.  Must be able consistently identify critical elements, variables and alternatives to develop solutions.  Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions. Able to communicate clearly and courteously with those who need to know of decisions/actions/problems.  Able to apply excellent business acumen and collaborative skills when resolving problems.Able to apply excellent functional computer knowledge in utilizing Microsoft Windows, or other technical tools in completing assignments.  Able to apply expertise in all the tools or applications used to complete work assignments.  Able to mentor junior level team members in the use of tools and/or systems in the position.Must be able to modify communication style b
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<tr><td valign="top" width="450"><b>Financial Services Account Specialist 1Tracking Code10440Job DescriptionActs as a project manager and service liaison between customer, sales, and multiple production platforms.  Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production team.  Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet all regulatory requirements of the client.Plans and coordinates the production of client documents, electronic filings and print jobs in order to achieve the objectives of the service agreement in compliance of customer expectations, company policy, and profit and quality requirements.  Applies understanding of customer’s business needs in building solid customer relationships, monitoring customer satisfaction, and providing consulting in conjunction with RR Donnelley sales.  Has primary responsibility for all steps of service delivery, including Composition and Manufacturing through final disposition of the customer product.Responsibilities* Engage customers to gather job requirements and translate customer requirements in to detailed workflow instructions and oversee workflow across multiple departments such as Composition, Desktop, Prepress, Manufacturing & Shipping.* May be responsible for researching and compiling all required data elements needed to prepare the appropriate electronic filing and/or composition of SEC EDGAR filings, prospectuses, annual reports and other financial compliance documents.* Confer with customers and/or customers legal counsel throughout Composition to keep them informed of the status of jobs, solicit additional information needed for current jobs and coordinate changes to jobs.  Ensure final documents are signed off and approved for print or positing to online systems.* May coordinate production of printed documents and components with other internal plants and/or external vendors.* Engage appropriate departments to verify the issue and determine the root cause on issues that arise.  Communicate with customers regarding the resolution of issues.* Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards. * May tally the final production runs and work performed to assemble paperwork for billing purposes.* Reviews document proofs or drafts for client delivery.* Receives, reviews, prepares, files and posts documents as required by SEC regulations in addition to clients’ individual needs.* Performs other related duties and participates in special projects as assigned.Required SkillsBachelor degree in discipline related to functional work or role  with 3-5 years of relevant work experience (Financial Services Print Documents and SEC Filings) OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.Able to apply broad work experience and knowledge when analyzing complex problems.  Must be able consistently identify critical elements, variables and alternatives to develop solutions.  Must be able to organize/prioritize existing resources and incorporate new information, as needed, to implement the most effective solutions. Able to communicate clearly and courteously with those who need to know of decisions/actions/problems.  Able to apply excellent business acumen and collaborative skills when resolving problems.Able to apply excellent functional computer knowledge in utilizing Microsoft Windows, or other technical tools in completing assignments.  Able to apply expertise in all the tools or applications used to complete work assignments.  Able to mentor junior level team members in the use of tools and/or systems in the position.Must be able to modify communication style b
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