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Client Relations & Operations Specialist - Perm

Atlantic Partners Corporation

Southfield, MI

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Communication Skills, Contract Processing, Credit and Collections, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Service Systems, Customer Support/Service, Database Administration, Detail Oriented, Develop and Maintain Customers, Document Management, Documentation, Establish Priorities, Event Management, Executive Assistant Skills , Follow Through, Funding, Interpersonal Skills, Leadership, Legal, Logistics, Microsoft Office, Multitasking, Operational Support, Organizational Skills, Personal Injury, Plan Meetings, Prepare Correspondence, Process Improvement, Reporting Skills, Sales Prospecting, Team Player, Telephone Skills, Time Management, Travel Planning, Underwriting
LOCATION
Southfield, MI
POSTED
3 days ago
Job Description:

Position Summary:

Our direct client is seeking a highly organized, customer-focused, and proactive Client Relations & Operations Specialist to support our Intake, Operations, Executive Administration, and Client Service functions.

This role serves as a central point of coordination between clients, law firms, underwriting, collections, accounting, and leadership. The ideal candidate thrives in a fast-paced environment, enjoys helping people, possesses exceptional communication skills, and can effectively manage multiple priorities while maintaining a high level of professionalism and attention to detail.

Key Responsibilities:

Client Intake & Customer Service
  • Answer incoming calls and provide exceptional customer service
  • Conduct funding intakes and gather required information from prospective clients
  • Enter and maintain client information within CRM systems
  • Obtain and document referral sources
  • Follow up with prospective clients and incomplete applications
  • Assist clients with questions regarding the funding process
  • Verify and update client contact information
  • Maintain accurate case notes and status updates
  • Coordinate resource requests and referrals
  • Maintain resource databases and community partner information
  • Support community outreach and special events
  • Track program activities and documentation

Law Firm & Case Coordination
  • Request case information and supporting documentation from law firms
  • Follow up on outstanding documents and updates
  • Assist with obtaining required forms.
  • Monitor pending files and ensure timely movement through the funding process
  • Maintain professional relationships with law firm staff and attorneys
  • Escalate urgent matters when necessary

Operations Support
  • Monitor shared inboxes and route inquiries appropriately
  • Assist with contract processing and document management
  • Track operational tasks and ensure timely completion
  • Maintain case statuses and workflow accuracy within CRM
  • Prepare reports and provide administrative support to management
  • Assist with special projects and process improvement initiatives
  • Coordinate internal communications and task follow-up

Executive Assistant Functions
  • Coordinate meetings, travel arrangements, and event logistics
  • Prepare correspondence, reports, and presentation materials
  • Assist with meeting agendas and follow-up action items
  • Manage confidential information with discretion and professionalism
  • Support leadership with administrative and organizational needs

Qualifications:
  • 2+ years of administrative, intake, customer service, legal, or operations experience preferred
  • Exceptional communication and interpersonal skills
  • Strong organizational and multitasking abilities
  • High attention to detail and follow-through
  • Ability to prioritize tasks and work independently
  • Proficiency in Microsoft Office and CRM systems
  • Professional phone etiquette
  • Ability to maintain confidentiality and exercise sound judgment
  • Knowledge of Personal Injury Law Space (preferred but not required)

Preferred Traits:
  • Positive, solution-oriented attitude
  • Strong sense of urgency and accountability
  • Comfortable speaking with clients in stressful situations
  • Relationship-focused and service-minded
  • Adaptable and willing to assist wherever needed
  • Team player who takes ownership of responsibilities

Success in This Role:
  • A successful candidate will be someone who keeps files moving, provides an outstanding experience for clients and law firms, supports leadership effectively, and helps ensure operational excellence across the organization.

About the Company

A

Atlantic Partners Corporation

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