Client Relationship Manager

1 day ago

San Francisco CA United States Zenith American Full time

Title: Client Relationship Manager Department: Client Services
Bargaining Unit: NBU Grade: N/A
FLSA: Exempt Hours per week: 40

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 by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

  • 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.
  • Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs.
  • Supports the Director, Client Relationship 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), and is responsible for maintaining the compliance calendar for each assigned 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.
  • Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars.
  • Supports the Director, Client Relationship in all aspects of the 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.

Minimum Qualifications

  • 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.

Preferred Qualifications

  • 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.

*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort

  • 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.

Disability Accommodation

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 , and we would be happy to assist you.

Zenith American Solutions. Real People. Real Solutions. National Reach. Local Expertise.

We are currently seeking an experienced Client Relationship Manager with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more

* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.

#J-18808-Ljbffr

  • Client Relationship Manager

    1 day ago

    San Francisco, CA, United States Unreal Gigs Full time

    Introduction: Are you a relationship-building expert with a passion for understanding clients’ needs and delivering tailored solutions? Do you thrive on creating meaningful connections and ensuring client satisfaction while driving business growth? If you’re a strategic thinker who excels at managing client accounts and fostering long-term partnerships,...

  • Consulting Actuary/Client Relationship Manager

    1 day ago

    San Francisco, CA, United States ALTITUDE TECHNOLOGY SOLUTIONS Full time

    Skills: Actuary/ Client Relationship Manager, Business Development, Client-focused, Public Sector, Benefits, Retirement, Project Management Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelor's degree Job...

  • Senior Client Relationship Manager

    1 week ago

    San Francisco, California, United States Infosys Limited Full time

    Job Title: Senior Client Relationship ManagerSalary:$120,000 - $160,000 per yearAbout UsInfosys Limited is a global leader in next-generation digital services and consulting.Job DescriptionWe are seeking a skilled Senior Client Relationship Manager to join our team. The successful candidate will be responsible for managing client relationships, building a...

  • Client Relationship Manager Assistant

    1 week ago

    San Francisco, California, United States Robertson Stephens Wealth Management, Llc Full time

    Job DescriptionWe are seeking a skilled Client Relationship Manager Assistant to join our team at Robertson Stephens Wealth Management, LLC. As a key member of our operations team, you will provide essential support to our financial advisors and custodians, ensuring seamless client service delivery and operational efficiency. This role requires a...

  • Client Relationship Manager

    2 days ago

    Newport Beach, CA, United States Build My Great Team Full time

    Probitias is a wealth management firm offering affluent executives, business owners and their families a first-class, highly personalized approach to wealth management. We strive to deliver unparalleled, concierge-level service and elevate our client’s wealth with comprehensive financial planning and guidance across the scope of their lives. We have an...

  • Institutional Client Relationship Manager

    2 days ago

    Los Angeles, CA, United States Kayne Anderson Rudnick (KAR) Full time

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management (“KAR”), a Registered Investment Advisor is currently seeking an...

  • Client Relationship Associate

    6 months ago

    San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual is expected to become...

  • Client Relationship Manager

    4 weeks ago

    Denver, CO, United States Forrest Solutions Full time

    Partner With a Large Accounting Firm to Accelerate Your Career Position Summary: The Client Relationship & Operations Manager will act as the primary liaison between clients and Forrest Solutions, responsible for ensuring outstanding customer satisfaction and operational efficiency across all services provided. This role requires strategic account management...

  • Client Relationship Manager

    3 months ago

    Albuquerque, NM, United States Thrive Skilled Pediatric Care LLC Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to...

  • Client Relationship Business Partner

    7 days ago

    San Francisco, California, United States Zenith American Full time

    At Zenith American Solutions, we are seeking an experienced Client Relationship Business Partner to join our team. As the largest independent Third Party Administrator in the United States, we operate over 40 offices nationwide and have been in business since 1944.The estimated salary for this role is $70,000 - $100,000 per year, depending on experience and...

  • Private Client Relationship Manager

    3 weeks ago

    Pawtucket, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    3 weeks ago

    Westerly, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    3 weeks ago

    Narragansett, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Private Client Relationship Manager

    3 weeks ago

    Hingham, MA, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • High Net Worth Client Relationship Manager

    1 week ago

    San Francisco, California, United States Bank of Montreal Full time

    Salary: $140,000 - $240,000">Pay Type: SalariedBMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.The role requires a seasoned professional with 7+ years of experience in wealth management, dealing with high...

  • Private Client Relationship Manager

    3 weeks ago

    Portsmouth, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals....

  • Private Client Relationship Manager

    4 weeks ago

    Pawtucket, RI, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...

  • Private Client Relationship Manager

    4 weeks ago

    Hingham, MA, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

  • Private Client Relationship Manager

    3 weeks ago

    Westerly, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...

  • Client Relationship Specialist

    1 week ago

    San Francisco, California, United States Flow MD Full time

    About Flow MDFlow MD is a leading provider of innovative Investor Lifecycle Management Platforms for private market funds. Our cutting-edge B2B SaaS solution simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners (GPs), Limited Partners (LPs), Law Firms, Fund Administrators, and more, into one...