The Sr. Relationship Manager manages client relationships, focusing on onboarding new clients and expanding existing relationships while collaborating with various internal teams.

Provide support to accountholders via phone, educating them on healthcare reimbursement accounts, ensuring compliance, and delivering excellent customer service. Handle inquiries, resolve issues, and navigate online tools while maintaining member privacy.

The Sr. Account Management Communications Specialist enhances client satisfaction and retention through strategic sales initiatives and product training, fostering long-term partnerships.