Client Relationship Manager

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.

Key Duties And Responsibilities

• Maintains communications and effective working relationships.
• 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).
• 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.
• 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.
• Collaborates with the finance team to monitor 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.
• Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing.

Minimum Qualifications

• Education: 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 Outlook skills; PowerPoint experience preferred.
• Other: 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.