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.