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Client Relationship Manager

4 months ago

San Francisco, United States Zenith American Full time
Job DescriptionJob Description

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 recruiting@zenith-american.com, 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.



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