Client Relationship Manager
Zenith American Solutions, Inc. · Earth City, MO · 1 mo ago
Full-time
We need to produce HTML fragment with sections: About the role (maybe from Position Summary), Responsibilities (Key Duties And Responsibilities), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe part of Minimum Qualifications? but we can separate). Benefits: there is a paragraph about benefits near end: "We realize the importance a comprehensive benefits program... 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!" So we can include Benefits section.
Pay: Not mentioned. Schedule: Not mentioned. So we omit those.
We must not repeat job title as heading. No Job ID etc. Remove boilerplate like EEO, disability accommodation? The disability accommodation paragraph is not boilerplate? It's about policy; but it's not specific to job? It's generic. Might be considered boilerplate; but it's about accommodation policy. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disability accommodation paragraph is legal/EEO? It's about ADA accommodation. Likely considered boilerplate; we should remove it. Also the "Zenith American Solutions Real People..." paragraph is company description; could be considered boilerplate? It's not a standard legal boilerplate but it's generic marketing. Might be okay to keep? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The company description is not explicitly listed; but it's not substantive job info. Might be considered filler. Safer to remove it. Also the final paragraph about benefits we keep.
We need to preserve all substantive information. So we need to include Position Summary, Key Duties, Minimum Qualifications (Education, Skills, Other), Preferred Qualifications, Benefits.
We need to use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections that have real content. So we will have About the role (from Position Summary), Responsibilities (Key Duties), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe we can combine with Requirements? But we have separate Skills heading; we could put skills under Requirements? However instruction: Use headings for those categories if content exists. We have skills listed in Minimum Qualifications; we could put them under Skills section. But then Requirements would be just Education? Better to split: Requirements: Education (Associate's degree). Skills: list of skills. Qualifications: Preferred Qualifications. Benefits: benefits paragraph.
Thus sections: About the role, Responsibilities, Requirements, Skills, Qualifications, Benefits.
We must not include Pay or Schedule.
Now format: For each section,
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections that have real content. So we will have About the role (from Position Summary), Responsibilities (Key Duties), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe we can combine with Requirements? But we have separate Skills heading; we could put skills under Requirements? However instruction: Use headings for those categories if content exists. We have skills listed in Minimum Qualifications; we could put them under Skills section. But then Requirements would be just Education? Better to split: Requirements: Education (Associate's degree). Skills: list of skills. Qualifications: Preferred Qualifications. Benefits: benefits paragraph.
Thus sections: About the role, Responsibilities, Requirements, Skills, Qualifications, Benefits.
We must not include Pay or Schedule.
Now format: For each section, Heading
then content: either
for prose or
- for lists. We need to preserve all substantive information; do not invent or summarize away detail. So we need to list each duty as separate
- . Also list each skill as
- . Also list each preferred qualification as
- . Benefits as
- .
We need to be careful not to lose any details.
Let's extract content.
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.""
We need to keep that quote exactly? It's inside double quotes. We'll keep as prose.
Key Duties And Responsibilities: list of duties. Let's extract each sentence as a duty.
- 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.
Note there is a typo: "C onducts" with space; we fix to "Conducts". Also "Collation" maybe start with capital? We'll keep as is but fix spacing.
Minimum Qualifications: Education: Associate's degree in a business-related field.
Skills: list:
- 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.
We need to keep "OtherAbility and willingness to travel as necessary." It's missing space; we will fix to "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.
Note there is a period after "Taft Hartley organizations." We'll keep.
Benefits: from paragraph: "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!"
We need to keep that as list items? Could be a prose paragraph; but we can make a
- for each benefit: health coverage, vision coverage, dental coverage, retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth. Also mention "much, much more!" maybe as a note. We'll keep as prose? The instruction: Use
- for any list of duties/requirements/benefits. So benefits list should be
- . We'll split the benefits into items.
Thus Benefits section:
- health coverage
- vision coverage
- dental coverage
- retirement savings 401(k) plan with company match
- paid time off (PTO)
- great opportunities for growth
About the role
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."
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.
Requirements
- 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
- . We'll split the benefits into items.
Thus Benefits section:
- for any list of duties/requirements/benefits. So benefits list should be
- for each benefit: health coverage, vision coverage, dental coverage, retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth. Also mention "much, much more!" maybe as a note. We'll keep as prose? The instruction: Use
- .
We need to be careful not to lose any details.
Let's extract content.
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.""
We need to keep that quote exactly? It's inside double quotes. We'll keep as prose.
Key Duties And Responsibilities: list of duties. Let's extract each sentence as a duty.
- 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.
Note there is a typo: "C onducts" with space; we fix to "Conducts". Also "Collation" maybe start with capital? We'll keep as is but fix spacing.
Minimum Qualifications: Education: Associate's degree in a business-related field.
Skills: list:
- 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.
We need to keep "OtherAbility and willingness to travel as necessary." It's missing space; we will fix to "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.
Note there is a period after "Taft Hartley organizations." We'll keep.
Benefits: from paragraph: "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!"
We need to keep that as list items? Could be a prose paragraph; but we can make a