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Job Summary:

We are seeking an organized, detail-oriented Client Clerk to support day-to-day client service operations. This role maintains accurate records, responds to inquiries, coordinates appointments, processes routine documentation, and partners with internal teams to deliver a responsive, professional client experience.

Key Responsibilities:

Client Records: Create, update, and audit client profiles in the database or CRM, ensuring information is accurate, complete, and current.
Client Communication: Respond promptly and professionally to inquiries by phone, email, and in person; route requests to the appropriate team when needed.
Documentation and Filing: Organize and maintain physical and digital client files, correspondence, and related records in accordance with established procedures.
Scheduling: Coordinate client appointments and meetings with relevant team members while maintaining efficient, accurate calendars.
Client Support: Explain products, services, and company policies; resolve routine concerns and escalate complex issues appropriately.
Data Entry and Quality Control: Enter client information accurately and on time, and conduct routine reviews to identify and correct errors.
Billing Support: Assist with billing inquiries and payment processing, and collaborate with Finance to resolve discrepancies.
Client Feedback: Distribute satisfaction surveys, compile results, and share insights with management to support continuous improvement.
Administrative Support: Prepare reports, presentations, and client-related materials, and partner with other departments to improve processes.

Qualifications:

High school diploma or equivalent required; additional education or relevant certification is a plus.
Previous administrative, client service, or customer support experience preferred.
Proficiency with Microsoft Word, Excel, and Outlook, with accurate data-entry skills.
Strong verbal and written communication skills.
Excellent organization, attention to detail, and follow-through.
Ability to manage multiple priorities in a fast-paced environment while maintaining professionalism and confidentiality.

Job Type: Full-time

Benefits:

Dental insurance.
Health insurance.
Life insurance.
Paid time off.
Vision insurance.

Schedule:

8 hour shift.
Day shift.
Monday to Friday.

Preferred Experience:

At least one year of client services, customer support, or related experience.

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