Client Clerk

We are seeking a skilled and proactive Client Relations Administrator to serve as a strategic point of contact between our organization and its clients. In this role, you will drive client satisfaction initiatives, oversee the integrity of client data systems, and collaborate cross-functionally to deliver seamless service experiences. You will bring both analytical precision and strong interpersonal acumen to a fast-paced, client-centric environment.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for client inquiries, managing escalated requests with professionalism and urgency to drive swift resolution.
• Build and maintain strong client relationships by proactively identifying needs and ensuring a consistently high standard of service.
• Lead client-facing meetings to assess satisfaction, gather feedback, and align on service expectations.

Data Integrity & CRM Administration

• Oversee the creation, maintenance, and quality assurance of client profiles within the CRM/database platform, ensuring data accuracy and completeness at all times.
• Develop and enforce standardized data entry protocols to uphold organizational compliance and reporting standards.
• Leverage CRM analytics to identify trends, surface insights, and support data-driven decision-making.

Cross-Functional Coordination

• Act as a liaison between clients, warehouse operations, and internal departments—ensuring timely and accurate communication across all touchpoints.
• Coordinate and optimize scheduling of client appointments, meetings, and follow-ups in collaboration with relevant stakeholders.
• Partner with department leads to escalate and resolve complex client concerns, ensuring accountability and resolution at the appropriate level.

Records & Document Management

• Administer and maintain organized physical and digital client file systems, ensuring documents are structured, accessible, and compliant with retention policies.
• Manage correspondence, contracts, and other client-related documentation with strict attention to detail and confidentiality.

Qualifications & Requirements

• Bachelor's degree in Business Administration, Communications, or a related field preferred; equivalent professional experience considered.
• 5 years of progressive experience in client services, administrative operations, or customer relations.
• Advanced proficiency in MS Office Suite (Word, Excel, Outlook); demonstrated aptitude for CRM platforms and database management.
• Exceptional verbal and written communication skills with a client-first mindset.
• Strong analytical and problem-solving capabilities with a high degree of attention to detail.
• Proven ability to manage competing priorities and meet deadlines in a dynamic, high-volume environment.
• Experience with SAP or enterprise resource planning (ERP) systems strongly preferred.