Client Relationship Assistant

Zenith American Solutions, Inc.; Tualatin (OR); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading company seeks a Client Relationship Assistant to handle various administrative responsibilities, including supporting the client-facing team, preparing reports, and managing data collection. The role requires strong communication and organizational skills in a fast-paced environment. Comprehensive benefits are offered.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401(k) Plan with Company Match

Paid Time Off

Growth Opportunities

Qualifications

• High level of professionalism and integrity.
• Effective communication skills across organizational levels.
• Ability to manage multiple projects efficiently.

Responsibilities

• Support client-facing team with administrative tasks.
• Prepare reports, presentations, and meeting notes.
• Coordinate meetings and events, including scheduling.

Skills

Professionalism

Team Collaboration

Communication

Organizational Skills

Time Management

Tools

MS Office

Job description

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

Has limited access to Protected Health Information (PHI) and Personally Identifiable Information (PII) as defined by the role.

Key Duties and Responsibilities

• Support the client-facing team with administrative tasks.
• Prepare correspondence, reports, presentations, and meeting notes for internal use or distribution; handle filing, editing, copying, and collating as needed.
• Maintain records related to disbursement processes.
• Coordinate meetings and events, including scheduling, catering, and room setup.
• Assist with analysis and internal reporting to support daily operations; manage data collection for internal audits, including financial, DOL, and operational controls.
• Handle administrative duties such as invoice processing, payments, filings, and applications.
• Perform additional duties as assigned.

Minimum Qualifications

• High level of professionalism, maturity, and integrity.
• Experience working collaboratively in a team environment.
• Effective communication skills across all organizational levels in a matrixed environment.
• Ability to manage multiple projects efficiently in a fast-paced setting.
• Strong decision-making and organizational skills, with resource optimization and priority management.
• Attention to detail and excellent organizational skills.
• Effective time management to meet deadlines.
• Excellent verbal and written communication skills.
• Proficiency in MS Office applications.

Preferred Qualifications

• Experience in administrative roles related to communications, marketing, or client management.
• Experience in healthcare or third-party administration.
• Knowledge of Taft Hartley organizations.
• Experience in client services or customer management.
• Note: This job description is not exhaustive; duties may change without notice.

Working Conditions / Physical Effort

• Standard office environment with comfortable temperatures.
• Remote work may be required.

Disability Accommodation

In accordance with the ADA and applicable laws, Zenith American Solutions provides reasonable accommodations for qualified applicants or employees with disabilities. Requests should be directed to the Recruiting Department at [emailprotected].

Zenith American Solutions

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

We seek energetic, skilled individuals eager to contribute and grow with us. Zenith American is the largest independent Third Party Administrator in the U.S., with a history dating back to 1944. We value high-quality work, exceptional service, and mutual respect. Join us if you want to work in a supportive environment that values its people.

We offer comprehensive benefits including health, vision, dental, a 401(k) plan with company match, paid time off, growth opportunities, and more.