Client Relations Specialist

2 weeks ago

San Francisco, California, United States Zenith American Full time
Job Overview

Position Title: Client Relations Specialist Department: Client Services
Bargaining Unit: NBU Grade: N/A
FLSA: Exempt Hours per week: 40

Position Summary

The Client Relations Specialist collaborates with the Director of Client Relations to manage a portfolio of clients, ensuring effective fund management and acting as a primary point of contact for clients and vendors as directed by the Director. This role involves a progressive learning experience, allowing for increased responsibilities over time.

Access to Protected Health Information (PHI) and Personally Identifiable Information (PII) is limited to what is necessary for the role.

Key Responsibilities

  • Stays informed on governmental filings and regulations that may impact the company's operations or client services.
  • Coordinates client meetings, including taking minutes and documenting key decisions from board discussions.
  • Oversees contracts and documentation, such as client financial statements and benefit communications, under the guidance of client and fund legal counsel.
  • Compiles monthly financial reports from the Finance Team and conducts thorough due diligence on the outputs.
  • Assists the Director of Client Relations in managing all facets of client relationships and account activities for assigned clients.
  • Maintains a comprehensive understanding of account strategies and specific client needs, ensuring compliance calendars are up to date for each client.
  • Prepares for board meetings by gathering Administrative Reports and other necessary documentation.
  • Provides account management support through research and analysis for issue resolution.
  • Acts as a secondary liaison between the Boards of Trustees and the Benefit Funds professionals, as well as Zenith Operations Staff.
  • Facilitates participant engagement initiatives, such as external retirement seminars, in collaboration with the Director.
  • Supports the Director in managing vendor relationships, including analysis and reporting for third-party vendors.
  • Maintains effective communication and strong working relationships with all stakeholders.
  • Prepares and revises correspondence, presentations, and reports, including complex Excel documents and meeting notes for internal and external use.
  • Responds to inquiries from clients, government entities, unions, participants, attorneys, consultants, and auditors, serving as a liaison between internal departments and clients.
  • Coordinates invoicing and expense reporting with the accounting department for clients or vendors, ensuring timely processing.
  • Performs additional duties as assigned.

Minimum Qualifications

  • Education
    • Associate's degree in a business-related discipline.
  • Skills
    • Exceptional verbal and written communication abilities, including interpersonal and presentation skills.
    • Capability to effectively communicate across all organizational levels.
    • Strong sense of professionalism, integrity, and commitment to client satisfaction.
    • Proven team player with the ability to quickly gain the trust of clients and colleagues.
    • High motivation and eagerness to learn.
    • Ability to exercise independent judgment, manage multiple tasks, and consistently deliver quality results.
    • Strong decision-making and organizational skills, optimizing resource use to meet various priorities.
    • Proficient in Microsoft Word, Excel, and Outlook; PowerPoint experience is a plus.
  • Other
    • Willingness to travel as needed.

Preferred Qualifications

  • Bachelor's degree in Business Administration.
  • Experience in client relationship management.
  • Professional background with Taft-Hartley clients and plan professionals.
  • Experience in a healthcare setting or as a third-party administrator.
  • Familiarity with Customer Relationship Management software, such as Salesforce or Smartsheet.
  • Understanding of third-party administrator operations and Taft-Hartley organizations.

Working Conditions/Physical Effort

  • Extended periods of sitting at a desk and working on a computer.
  • Regular travel across multiple states.
  • Potential for remote work.
  • Ability to lift up to 15 pounds occasionally.

Disability Accommodation

In accordance with the Americans with Disabilities Act (ADA) and applicable federal and state laws, Zenith American Solutions is committed to providing reasonable accommodations for qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship. This policy applies to all employment aspects, including the application process. For accommodation requests, please contact the Recruiting Department.

Zenith American Solutions is dedicated to fostering a diverse and inclusive workplace, where all individuals are encouraged to apply based on their qualifications and aspirations.

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