Client Relations Coordinator

2 weeks ago

Alameda, California, United States Zenith American Full time

Title:
Client Relations Coordinator

FLSA:
Non-exempt Hours per week: 40

Position Overview

The Client Relations Coordinator role encompasses a variety of administrative functions, including fund management, board meeting coordination, and data analysis.

Possesses the minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) as per Job Description/Role.

Key Responsibilities

Assist the Client-facing team in executing administrative tasks.


Drafts correspondence, reports, presentations, and meeting summaries for internal distribution or to clients and vendors; performs filing, editing, copying, or collating as required.

Maintains records related to the disbursement process.

Organizes meetings, activities, and events as assigned, including scheduling, catering, and preparation of meeting spaces.


Supports the Client-facing team with analysis and internal reporting to facilitate daily operations; oversees internal audit data collection, including financial, DOL, and Operational Controls Audits.

Handles administrative duties, including invoice preparation and approval, accounts payable management, filings, and applications.

Performs additional related tasks as required.

Minimum Qualifications

Demonstrated professionalism, maturity, and integrity.

Experience in a collaborative team setting.

Ability to effectively communicate and execute tasks with all organizational levels in a complex environment.

Capability to thrive in a fast-paced setting while managing multiple projects and incoming requests.


Strong decision-making and organizational abilities, with a focus on optimizing resources and managing multiple priorities.

Exceptional organizational skills with meticulous attention to detail.

Proficient time management skills, adept at prioritizing workload to meet deadlines.

Excellent verbal and written communication capabilities.

Proficiency in MS Office tools and applications.

Preferred Qualifications

Experience in an administrative capacity within communications, marketing, or client management.

Background in a healthcare setting or third-party administration.

Familiarity with Taft Hartley organizations.

Experience in Client Services, Client Management, or Customer Service.

*This job description is not intended to be an exhaustive list of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time with or without notice.

Working Conditions/Physical Effort

Normal physical effort in a typical office environment with comfortable temperatures and absence of objectionable elements.

Remote work may be required.

Disability Accommodation

In accordance with the Americans with Disabilities Act (ADA) and other applicable federal and state laws, Zenith American Solutions is committed to providing reasonable accommodations when requested by qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship.

This policy regarding requests for reasonable accommodation applies to all employment aspects, including the application process.

If reasonable accommodation is needed, please contact the Recruiting Department, and we will be glad to assist you.

Zenith American Solutions' Mission, Vision & Values


As a member of the Zenith American Solutions team, each employee commits to embodying and promoting the mission, vision, and core values of the organization.


The values we uphold are:
We prioritize relationships

We take thoughtful risks

We uphold ethical standards

We emphasize performance and accountability

We strive for success, but not at any cost

Zenith American Solutions, Inc.

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

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, operating over 44 offices nationwide. The original entity of Zenith American has been in business since 1944.


We believe that hiring the best employees is the key to realizing our philosophy of better systems for better service.

We seek talented individuals who share our commitment to high-quality work, exceptional service, and mutual respect. If you are interested in contributing to an environment where people—employees and clients—truly matter, consider bringing your talents to Zenith American.

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

Internals to Apply:
If you meet the minimum qualifications and are interested in applying for this position, please submit an application.

  • Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate based on race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, parental status, veteran status, or any other basis covered by applicable law. All employment decisions are based on qualifications, merit, and business needs.
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