Zenith American Solutions

Zenith American Solutions

Client Relationship Manager

Las Vegas, NV - Rancho

Sponsorship not specifiedDetected 15 days ago
SalesforceCRMAccount ManagementAccountingExcelHIPAAResearchCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

  • 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."
  • Monitors government filings and current government regulations that may affect the operations of the Company or the client.

Responsibilities

  • Provides account management support by conducting research needed for issue resolution.
  • Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s).
  • 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.

Requirements

  • Associate's degree in a business-related field.
  • Ability to communicate effectively with all levels of an organization.
  • 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.

Nice to have

  • Bachelor's of Business Administration degree.
  • Experience working in client relationship management.
  • Professional experience working with Taft-Hartley clients and plan professionals.
  • Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
  • Knowledge of third-party administrator operations and Taft Hartley organizations.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.
  • Duties, responsibilities and activities may change at any time with or without notice.
  • Working Conditions/Physical Effort

Compensation

  • 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

Benefits

  • Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
  • 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.
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This listing is sourced directly from Zenith American Solutions's careers page and normalized into a canonical job model.