Client Relationship Manager

4 weeks ago

Wallingford, Connecticut, United States Zenith American Full time
Job Description

Job Title: Client Relationship Manager

Job Summary: We are seeking an experienced Client Relationship Manager to support 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.

Key Responsibilities:

  • Monitor government filings and current government regulations that may affect the operations of the Company or the client.
  • Facilitate client meetings, including minute-taking and recording key actions from board meetings.
  • Manage contracts and documentation, including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
  • Collate monthly financial reports from the Finance Team and perform due diligence on outputs.
  • Support the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned clients.
  • Understand and remain current on account strategy and specific needs of assigned clients, and maintain compliance calendars for each assigned client.
  • Conduct board meeting pre-alignment, including collation of Administrative Reports for board meetings.
  • Provide account management support by conducting research needed for issue resolution.
  • Act as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
  • Support the Director, Client Relationship in facilitating participant engagement, for example, via external retirement seminars.
  • Support the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties.
  • Maintain effective working relationships and communicate with clients, government agencies, unions, participants, attorneys, consultants, and auditors.
  • Prepare and edit correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
  • Respond to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors, and act as liaison between internal departments and clients.
  • Coordinate invoices and expense reports with the accounting department for clients or vendors and ensure timely processing.

Requirements:

  • Associate's degree in a business-related field.
  • 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 clients 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, with PowerPoint experience preferred.

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.

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.

We are an Equal Opportunity Employer and do 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.

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