Client Relationship Assistant

hace 1 mes


Caimito, Puerto Rico Zenith American A tiempo completo

Title: Client Relationship Assistant

FLSA: Non-exempt Hours per week: 40

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 , and we would be happy to assist you.

ZAS's Mission, Vision & Values

As a member of the ZAS team, each employee agrees to embrace and live out the mission, vision and core values of ZAS. The values we live and work by are:
We focus on relationshipsWe take risks thoughtfullyEthical behaviorPerformance and accountabilityWe strive to win, but not at all costs Zenith American Solutions, Inc. Real People. Real Solutions. National Reach. Local Expertise.

Zenith American Solutions, Inc. 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.

We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We look 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

Internals to Apply:

If you meet the minimum qualifications and are interested in applying for this position, please submit an application.

* Zenith American Solutions is an Equal Opportunity Employer. Zenith does not discriminate on the basis of race, religion, color, sex, physical or mental disability, gender identity, sexual orientation, age, national origin, pregnancy, status as a parent, veteran status or any other basis covered by appropriate law. All employment decisions on the basis of qualifications, merit, and business need.



  • Caimito, Puerto Rico Jobleads-Us A tiempo completo

    Title: Director, Client RelationshipDepartment: Client ServicesBargaining Unit: NBU Grade: N/APosition Type: Exempt Hours per Week: 40Position Summary The Director, Client Relationship directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and regulatory requirements. The...


  • Caimito, Puerto Rico Saarman Construction Ltd. A tiempo completo

    Under the general supervision of a Senior Project Manager, Assistant Project Managers work alongside Superintendents managing multiple projects from pre-construction to closeout. They attend on-site construction meetings, prepare and update meeting minutes, schedules, and submittals, as well as RFIs, RFQs, and other project documents. They prepare and manage...


  • Caimito, Puerto Rico International Staffing Consultants, Inc. A tiempo completo

    Our client located in Alameda, California is looking for an Accounting Assistant ASAP! This person will focus mainly on cash receipts and cash applications.Record and apply payments received, payment transactions, checks mailed in, and ACH payments.Complete the application of unapplied items and transfers as assigned. Assist with Accounts Payable entry,...


  • Caimito, Puerto Rico Aec Living A tiempo completo

    Job Summary:The Assistant Administrator (or Assistant Director) is a full-time salaried position located in Alameda, California. This individual will support the Administrator/Director with day-to-day operations, managing staff, and providing exceptional customer service. The ideal candidate will have previous experience in either health care or hospitality...


  • Caimito, Puerto Rico Mathnasium A tiempo completo

    Join our A+ TeamMathnasium is a math-only learning center that teaches kids math the way that makes sense to them. If you have a passion for education and working with kids, join us for the opportunity to make a REAL difference in a child's life by helping to develop a love for math!Position SummaryAre you passionate about helping others? Are you looking for...

  • Administrative Assistant

    hace 4 semanas


    Caimito Barrio, Puerto Rico Mathnasium A tiempo completo

    Administrative Assistant Opportunity at MathnasiumMathnasium of Alameda is seeking an organized and detail-oriented Administrative Assistant to support our team. As an Administrative Assistant, you will be responsible for managing the daily operations of the center, including supervising instructor schedules, cultivating positive relationships with...


  • Caimito, Puerto Rico Modernhr A tiempo completo

    Crown Bay Nursing and Rehabilitation has been serving the community of Alameda, CA for many years providing compassionate and personal skilled care 24 hours a day. We've worked hard to create a home-like environment that allows our residents to experience the comfort and security they need to function at their highest capacity and optimum quality of life.We...

  • Project Manager

    hace 1 mes


    Caimito, Puerto Rico Saarman Construction A tiempo completo

    Overall management of construction projects resulting in successful project completion with the objective of exceeding client expectations. Responsibilities Able to perform all responsibilities of a Project Engineer and Assistant Project Manager Create a schedule of values from the awarded estimate Establish a detailed schedule from the awarded schedule...


  • Caimito, Puerto Rico Aptask A tiempo completo

    About Client: The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Senior Financial Analyst

    hace 4 semanas


    Caimito Barrio, Puerto Rico Abbott A tiempo completo

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...