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.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and 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.


* C onducts 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.

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 effectivel...