Client Relationship Manager

Zenith American Solutions•Tucker, GA

About The Position

The Client Relationship Manager supports the Director, Client Relationship across a book of business in fund management. The role provides direct client and vendor liaison as required by the Director and works alongside the Director to learn the position, taking on increased responsibility over time as appropriate. Access to Protected Health Information (PHI) and Personally Identifiable Information (PII) is limited to the minimum necessary for the role. The position supports client and vendor relationships, account administration, board meetings, compliance tracking, financial reporting, documentation, and participant engagement. It also responds to inquiries from clients and other stakeholders and coordinates with internal teams. The role may require regular travel across multiple states and may be performed remotely. Work involves prolonged sitting and computer use, with occasional lifting of up to 15 pounds.

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.
Professionalism, maturity, integrity, and commitment to customer satisfaction.
Ability to work effectively as part of a team and earn the confidence of clients and colleagues.
Motivation and willingness to learn.
Ability to exercise independent judgment, manage multiple priorities, and deliver high-caliber results consistently.
Strong decision-making and organizational skills, including the ability to use available resources effectively and deliver on multiple priorities.
Proficiency with PC applications, including Microsoft Word, Excel, and Outlook.
Ability and willingness to travel as necessary.

Nice To Haves

Bachelor’s degree in Business Administration.
Experience in client relationship management.
Professional experience working with Taft-Hartley clients and plan professionals.
Experience in a healthcare environment or with a 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.
PowerPoint experience.

Responsibilities

Monitor government filings and regulations that may affect company or client operations.
Facilitate client meetings, take minutes, and record key actions from board meetings.
Manage contracts and documentation, including client financial statements, Summary Plan Descriptions, benefit communications, and other documents as directed by clients and fund counsel.
Collate monthly financial reports from the Finance Team and perform appropriate due diligence on outputs.
Support the Director, Client Relationship in managing client relationships and account-related activities for assigned clients.
Stay current on account strategy and client needs, and maintain each assigned client's compliance calendar.
Prepare for board meetings by coordinating pre-alignment and collating Administrative Reports.
Research issues to support account management and resolution.
Act as a secondary liaison between Boards of Trustees and Benefit Fund professionals and Zenith Operations Staff.
Support participant engagement, including external retirement seminars.
Support vendor relationships, including analysis and reporting for vendors and third parties.
Maintain effective communications and working relationships.
Prepare and edit correspondence, presentations, reports, complex Excel files, meeting notes, and other materials 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 a liaison between internal departments and clients.
Coordinate client or vendor invoices and expense reports with the accounting department and ensure timely processing.
Perform other duties as assigned.