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Zenith American Solutions, Inc. · 5 hours ago

Client Relationship Manager

Tualatin, OR

Full-time

Hybrid

Mid Level

Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, seeking a dedicated Client Relationship Manager. This role involves supporting the Director in managing client relationships, facilitating meetings, and ensuring compliance with regulations.

AssociationInformation Technology

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

Qualification

Client relationship managementCommunication skillsOrganizational skillsMicrosoft ExcelCustomer Relationship Management softwareProfessionalismWillingness to learnTeam playerDecision-making skills

Required

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

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

Ability and willingness to travel as necessary

Preferred

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

Benefits

Health, vision, and dental coverage

A retirement savings 401(k) plan with company match

Paid time off (PTO)

Great opportunities for growth

Much, much more!

Company

Zenith American Solutions, Inc.

Zenith American Solutions (“Zenith”) stands out as a top provider of third-party administration services specifically designed for Taft-Hartley trust funds in the U.S.

Founded in 1944