Client Relationship Manager

Position Summary

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required. The Manager works alongside the Director to learn the role, gradually increasing responsibility as appropriate.

• Monitors government filings and current government regulations that may affect the operations of the Company or the client.
• Facilitates client meetings, including minute-taking and recording key actions from board meetings.
• Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
• Collates monthly financial reports from the Finance Team and appropriate due diligence of outputs.
• Supports the Director in managing all aspects of the client relationship and account‑related activities with assigned client(s).
• Understands and remains current on account strategy and specific needs of the assigned client(s), maintaining the compliance calendar for each client.
• Conducts board meeting pre‑alignment including collation of Administrative Reports for board meetings.
• Provides account management support by conducting research needed for issue resolution.
• Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
• Facilitates participant engagement, for example, via external retirement seminars.
• Supports vendor relationship, including analysis and reporting for vendors and third parties.
• Maintains communications and effective working relationships.
• Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
• Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients.
• Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing.
• Performs other duties as assigned.

• Education
  • Associate's degree in a business‑related field.
• Skills
  • Excellent verbal and written communication skills, including interpersonal and presentation skills.
  • Ability to communicate effectively with all levels of an organization.
  • Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.
  • Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly.
  • High motivation, ability and willingness to learn.
  • Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high‑caliber results.
  • Strong decision‑making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.
  • Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
• Other
  • Ability and willingness to travel as necessary.

• Bachelor's of Business Administration degree.
• Experience working in client relationship management.
• Professional experience working with Taft‑Hartley clients and plan professionals.
• Experience working in a healthcare environment or third‑party administrator.
• Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
• Knowledge of third‑party administrator operations and Taft Hartley organizations.

• Prolonged periods of sitting at a desk and working on a computer.
• Regular travel throughout multiple states.
• May be required to work remotely.
• Must be able to lift up to 15 pounds at times.

Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.

If reasonable accommodation is needed, please contact the Recruiting Department at r, and we would be happy to assist you.