1 день назад
Client Relationship Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Relationship Manager (Fund Management): Supporting client and vendor relationships for benefit funds, including board meetings, compliance calendars, financial reporting, contracts, and issue resolution with an accent on regulatory monitoring and client account coordination. Focus on managing complex documentation and Excel reports, facilitating communication among trustees, vendors, government agencies, and internal departments, and coordinating multi-state activities.
Location: Tucker, Georgia, United States. Regular travel throughout multiple states is required, and remote work may be required.
Employment type: Full time
Company
is an independent third-party administrator in the United States, providing fund administration and benefit plan services through more than 44 offices nationwide.
What you will do
- Support the Director, Client Relationship in managing assigned fund-management client accounts and vendor relationships.
- Monitor government filings and regulations affecting company and client operations.
- Facilitate client and board meetings, including agendas, minutes, action items, and administrative report preparation.
- Manage client documentation, contracts, financial statements, benefit communications, and compliance calendars.
- Collate monthly financial reports, conduct due diligence, and research issues requiring resolution.
- Coordinate communication, invoices, expense reports, and requests involving clients, vendors, government agencies, unions, participants, attorneys, consultants, and auditors.
Requirements
- Associate’s degree in a business-related field.
- Excellent verbal, written, interpersonal, and presentation skills.
- Professionalism, maturity, integrity, customer focus, and the ability to build client and team confidence.
- Ability to learn quickly, exercise independent judgment, manage multiple priorities, and deliver high-quality results.
- Proficiency with Microsoft Word, Excel, and Outlook; PowerPoint experience is preferred.
- Ability and willingness to travel as necessary, including regular travel throughout multiple states.
Nice to have
- Bachelor’s degree in Business Administration.
- Experience in client relationship management, Taft-Hartley client services, healthcare, or third-party administration.
- Knowledge of third-party administrator operations and Taft-Hartley organizations.
- Experience with CRM systems such as Salesforce or Smartsheet.
Culture & Benefits
- Health, vision, and dental coverage.
- 401(k) retirement savings plan with company match.
- Paid time off.
- Opportunities for professional growth.
- Work involving clients and benefit funds across the United States.
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