Client Clerk

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.