Client Relationship Assistant

Zenith American Solutions, Inc.; Tampa (FL); On-site; USD 38,000 - 50,000; Full time

Job summary

Zenith American Solutions is seeking a dedicated Client Relationship Assistant in Tampa. This entry-level role comprises various administrative responsibilities supporting the client-facing team, including data collection, report creation, and coordinating meetings. Ideal candidates will demonstrate professionalism and effective communication skills, working together in a fast-paced environment. The company offers a comprehensive benefits package including health coverage and retirement savings plans.

Benefits

Health, vision, and dental coverage

Retirement savings 401(k) plan with company match

Paid time off (PTO)

Opportunities for growth

Qualifications

• Entry-level role with a focus on administrative tasks in client services.
• Strong organizational and communication skills needed.
• Ability to handle multiple projects in a fast-paced environment.

Responsibilities

• Support administrative responsibilities like fund administration and board meetings.
• Create reports and correspondence for internal and external stakeholders.
• Assist with scheduling and coordination of meetings and events.

Skills

Professionalism

Team Collaboration

Communication

Organizational Skills

Time Management

Tools

MS Office

Job description

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Position Summary

The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection.

Position Summary

The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection.

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

Key Duties And Responsibilities

• Support the Client-facing team in performing administrative tasks.
• Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed.
• Keeps records in relation to the disbursement process.
• Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation.
• Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and Operational Controls Audits.
• Manages administrative responsibilities, including invoice preparation and approval, payable handling, filings, and applications.
• Performs other related duties as assigned.
  
  

Minimum Qualifications

• Highly developed sense of professionalism, maturity and integrity.
• Experience working in a collaborative team environment.
• Ability to successfully communicate and execute with all levels of the organization in a heavily matrixed environment.
• Ability to work in a fast-paced environment managing multiple projects and incoming requests.
• Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
• Strong organizational skills with an attention to detail.
• Strong time management skills, capable of prioritizing workload effectively to meet deadlines.
• Excellent verbal and written communication skills.
• Proficiency in MS Office tools and applications.
  
  

Preferred Qualifications

• Experience in an administrative role in communications, marketing, or client management.
• Experience working in a healthcare environment or third-party administrator.
• Knowledge of Taft Hartley organizations.
• Experience working in Client Services, Client Management, or Customer Service.
• 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

• Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
• May be required to work remotely.
  
  

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 at [e-mail] , and we would be happy to assist you.

Zenith American Solutions

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

We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.

Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!

We realize the importance a comprehensive benefits program to our employees and their families. 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 more!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Human Resources Services

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