Offer summary

Qualifications:

Bachelor’s degree in Business, Communications, or a related field, 1–2 years of experience in customer service, client relations, or administrative support, Strong verbal and written communication skills, Ability to thrive in a fast-paced, dynamic work environment..

Key responsibilities:

Serve as the first point of contact for client inquiries via phone, email, and chat

Maintain accurate records of client interactions and service requests in the CRM system

Foster positive client relationships through clear, empathetic, and professional communication

Assist with coordinating client meetings, follow-ups, and account audits.

Job description

This is a remote position.

Hours: 20–30 hours per week Monday to Friday 9am EST to around 2pm EST

Reports To: Client Solutions Executive

About the Company

We are a professional services company offering high-touch document handling and mobile notary services to businesses across the U.S. Our team is committed to excellence in every interaction and places high value on building strong client relationships.

Position Overview

The Client Relations Assistant plays a vital role in supporting the Client Solutions team by managing communications, resolving client inquiries, and maintaining accurate documentation. The ideal candidate is detail-oriented, organized, and an excellent communicator with a passion for delivering outstanding service. This role is essential to ensuring operational efficiency and enhancing the overall client experience.

Key Responsibilities

I. Client Support & Communication

Serve as the first point of contact for client inquiries via phone, email, and chat
Facilitate appointment scheduling
Address and resolve routine client questions in a timely and professional manner

II. Records Management

Maintain accurate records of client interactions and service requests in the CRM system
Prepare and process client-related documentation in compliance with internal policies

III. Relationship Building

Foster positive client relationships through clear, empathetic, and professional communication
Collaborate with the Client Relations team to identify and implement opportunities to improve client satisfaction

IV. Administrative Support

Assist with coordinating client meetings, follow-ups, and account audits
Help prepare client reports, presentations, and proposals
Monitor and update client account information as needed

Requirements

Skills & Qualifications

Strong verbal and written communication skills
Ability to thrive in a fast-paced, dynamic work environment
Professional, courteous, and solutions-oriented attitude

Education & Experience

Bachelor’s degree in Business, Communications, or a related field
1–2 years of experience in customer service, client relations, or administrative support
Experience in a B2B service environment is preferred