Jobs
>
San Francisco

    Client Relationship Manager - San Francisco, United States - Zenith American

    Zenith American
    Zenith American San Francisco, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Title: Client Relationship Manager Department: Client Services
    Bargaining Unit: NBU Grade: N/A
    FLSA: Exempt Hours per week: 40

    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.
    • 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.

    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.

    *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

    • Prolonged periods of sitting at a desk and working on a computer.
    • Regular travel throughout multiple states.
    • May be required to work remotely.
    • Must be able to lift up to 15 pounds at times.

    Disability Accommodation

    Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department.

    Zenith American Solutions. Real People. Real Solutions. National Reach. Local Expertise.

    We are currently seeking an experienced Client Relationship Manager with the necessary skills, initiative, and personality, along with the desire to excel in their career, to contribute to the success of our team every day.

    Zenith American Solutions is a leading Third Party Administrator in the United States with a strong national presence, operating across various locations. Rooted in a history dating back to 1944, our company was established through the merger of Zenith Administrators and American Benefit Plan Administrators in 2011, creating a more robust and effective organization.

    We understand the significance of a comprehensive benefits package for our employees and their families. As part of our total compensation offering, we provide a range of benefits, including health, vision, and dental coverage, a 401(k) retirement savings plan with company match, paid time off (PTO) opportunities, avenues for professional growth, and more.

    * Zenith American Solutions is an Equal Opportunity Employer. We base our employment decisions on qualifications, merit, and business needs, without discrimination based on various factors. All individuals are encouraged to apply following their capabilities and aspirations.

  • Bank of America

    Relationship Manager

    6 days ago

    Bank of America San Francisco, United States Full time

    Description · : · This job is responsible for providing advice and valuable financial solutions to Global Commercial Banking Real Estate clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and m ...

  • Nasdaq

    Relationship Manager

    2 weeks ago

    Nasdaq San Francisco, United States

    Why Nasdaq · When you work at Nasdaq, you're working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That m ...

  • BANK OF MARIN

    Relationship Manager

    1 day ago

    BANK OF MARIN San Francisco, United States

    Job Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...

  • NodeFlair

    Relationship Manager

    1 week ago

    NodeFlair San Francisco, United States

    Job Description: · OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal ...

  • East West Bank

    Business Relationship Manager

    4 weeks ago

    East West Bank San Francisco, United States Full time

    Overview · Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. · As a Business Rel ...

  • Tripoint Search

    Client Relationship Manager

    2 weeks ago

    Tripoint Search San Francisco, United States

    Location: San Francisco, California · Type: Direct Hire · Job #592 · Salary: $140,000 · Position: · Client Relationship Manager · Location: · San Francisco, CA | Washington, D.C. | New York, NY | Seattle, WA | Santa Monica, CA · Compensation: · Base salary up to $160,000 plu ...

  • Zenith American

    Client Relationship Manager

    2 weeks ago

    Zenith American San Francisco, United States

    Title: · Client Relationship Manager · Department: · Client Services · Bargaining Unit: · NBU · Grade: · N/A · FLSA: · Exempt · Hours per week: · 40 · Position · Summary · The Client Relationship Manager supports the Director, Client Relationship across their book of ...

  • Lattice

    Relationship Manager, SMB

    6 days ago

    Lattice San Francisco, United States

    The SMB Relationship Manager is a crucial role that acts as a bridge between Lattice and our customers. This role focuses on building and maintaining strong relationships with customers and understanding their needs. You're motivated by ensuring our customers can make work meanin ...

  • Deutsche Bank

    Senior Relationship Manager

    2 weeks ago

    Deutsche Bank San Francisco, United States

    Senior Relationship Manager - Managing Director · Senior Relationship Manager - Managing Director Deutsche Bank · San Francisco, United States · Posted 1 day ago · Hybrid Job · Permanent · salary range for this position in California is $160,000 to $300,000 · Job Descriptio ...

  • BMO Financial Group

    Relationship Management Associate

    6 hours ago

    BMO Financial Group San Francisco, United States

    We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we expand our presence in the geography. · The Associate will be supporting our Managing Director, Business Development, by helpi ...

  • Genesis Global Group

    Client Relationship Manager

    2 weeks ago

    Genesis Global Group San Francisco, United States

    Job Summary : · Genesis Drug Discovery and Development (GD3), a member of the Genesis Biotechnology Group, is a fully integrated CRO providing services to support drug discovery/development programs of our clients from target discovery through IND filing and managing Phase I-IV ...

  • City National Bank

    Relationship Manager Senior CB

    4 weeks ago

    City National Bank San Francisco, United States Full time

    RELATIONSHIP MANAGER SENIOR, Commercial Banking: Hybrid Schedule, San Francisco or San Jose, CA. · WHAT IS THE OPPORTUNITY? · Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product soluti ...

  • BMO

    Senior Premier Relationship Manager

    3 weeks ago

    BMO San Francisco, United States Full time

    Application Deadline: · 09/26/2024 Address: · 801 Clement St. Job Family Group: · Retail Banking Sales & Service The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. · A BMO Senior Pre ...

  • BMO

    Business Banking Relationship Manager

    2 weeks ago

    BMO San Francisco, United States Full time

    Application Deadline: · 06/27/2024 Address: · 180 Montgomery St. Job Family Group: · Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and ...

  • Heartland, a Global Payments company

    Relationship Manager

    4 weeks ago

    Heartland, a Global Payments company San Francisco, United States

    Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you ...

  • Umpqua Bank

    Sr. Middle Market Relationship Manager

    1 week ago

    Umpqua Bank San Francisco, United States

    About the Role · : In this role, you will serve as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. While you maintain a "trust ...

  • Arc Technologies

    Relationship Manager

    1 month ago

    Arc Technologies San Francisco, United States Full time

    Arc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...

  • Bank of America

    Relationship Manager

    2 weeks ago

    Bank of America San Francisco, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...

  • Fenwick & West LLP

    Senior Client Relationship Manager

    8 hours ago

    Fenwick & West LLP Silicon Valley, United States

    Job Description Summary: · Fenwick is seeking a Senior Client Relationship Manager who will be responsible for establishing, building, and strengthening the firm's relationship and connection with the firm's institutional clients. The Senior Manager will work with partners, matte ...

  • HSBC

    Business Development, Relationship Manager

    2 weeks ago

    HSBC San Francisco, United States

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capi ...