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The Client Services Assistant performs administrative tasks supporting the client-facing team, including correspondence, file management, invoice preparation, and meeting coordination.

Processes accounts receivable transactions for assigned trusts, including COBRA and self-pay payments, refunds, cash receipts, deposits, and contribution reports. Reconciles payments and reports, researches discrepancies, handles billing inquiries, maintains employer contracts, performs delinquency and payroll audit processing, and balances month-end reports while following company and plan requirements.

Supervises the Accounts Receivable team, assigning work, monitoring quality and productivity, managing performance and training, optimizing workflows, resolving client service issues, supporting client implementations, and coordinating timecard and payroll information. Maintains knowledge of benefit plans and communicates with clients, agencies, unions, participants, attorneys, and consultants while ensuring regulatory and company requirements are met.

Supports client relationships for assigned benefit fund accounts by coordinating meetings, documentation, financial reports, compliance calendars, vendors, invoices, and issue resolution. Acts as a liaison among clients, trustees, vendors, government agencies, and internal teams. Prepares correspondence, presentations, reports, and complex Excel files while supporting participant engagement and maintaining regulatory awareness. Regular travel across multiple states is required.

Leads a defined book of business, managing client relationships, account strategies, renewals, cross-selling, contracts, vendors, compliance, financial performance, and service delivery. Mentors and develops staff, coordinates with operations and internal departments, facilitates client meetings, supports implementations, monitors benefits regulations, and drives client retention and growth. Regular travel across multiple states and occasional remote work are expected.

Analyze and document software requirements, develop and test system changes (RPGLE/SQL), provide technical support and server/PC configuration, generate reports and data extracts, coordinate vendor/client changes, assist client implementations, and maintain system documentation.

Provide client and vendor liaison support for assigned fund clients, assist the Director with account management, prepare reports and meeting materials, monitor regulatory filings, coordinate invoices and documentation, maintain compliance calendars, support vendor relationships and participant engagement, and conduct research to resolve client issues.

Manages daily accounting operations, including month- and year-end close, accounts payable and receivable, journal reviews, reconciliations, revenue analysis, audits, variance analysis, and financial reporting. Leads and develops accounting staff, maintains internal controls, documents procedures, ensures GAAP compliance, analyzes accounting data, produces reports, and implements process improvements and efficiencies.

The Eligibility & Enrollment Processor manages enrollment operations, maintains member records, resolves inquiries, and supports documentation related to coverage and benefits.

Lead payroll audit, training, and client implementation functions for Client Fund Accounting. Manage BSAs, auditors, and implementation staff; oversee audits, client onboarding, automation, SOPs, training materials, and complex issue resolution while ensuring compliance and stakeholder communication.