• Manages all aspects of the client relationship and account management activities of the assigned client(s) • Sets and manages client expectations and account-related activities • Pursues and executes cross-sell, upsell and renewal motions across their BOB • Acts as liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff • Monitors revenue, expenses, and profitability of assigned client(s) • Oversees all aspects of relationships with vendors • Implements client requirements, filings, fund communications, and changes in benefit programs • Facilitates client meetings