Public Relations Jobs 2026 (Now Hiring) – Smart Auto Apply
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Client Relations & Operations Specialist - Perm
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Overview
Job Description
- 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
- 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
- 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
- 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
- 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)
- 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
- 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.
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