Client Relationship Manager

Benefits

• 401(k) match of up to 3.5%
• Generous Time Off with 3 weeks of PTO, plus the office is closed during the last week of December
• Supportive, close-knit team culture where colleagues genuinely care about one another and work collaboratively
• Mission-driven environment that combines the stability of a private organization with a purpose-driven approach focused on making a meaningful impact for clients
• Positive workplace atmosphere that values teamwork, connection, and delivering exceptional service with purpose and compassion
• Free parking

• Own the client intake process from initial inquiry through onboarding by gathering required information, tracking progress, and ensuring timely follow-up
• Serve as the primary point of contact for clients and prospective clients by managing communications, scheduling appointments, and coordinating attorney and firm-wide calendars
• Prepare client correspondence, process incoming court and client documents, maintain accurate client records, and coordinate next steps with internal team members
• Deliver an exceptional client experience by monitoring client satisfaction, resolving concerns, and supporting ethical and compliant operations through conflict-of-interest checks and related documentation
• Collaborate with attorneys and team members to assess workload, prioritize tasks, and allocate resources effectively across client matters and legal projects
• Develop and maintain detailed timelines to ensure deadlines, client priorities, and resource availability remain aligned
• Track progress on assignments and projects, monitor key milestones, and proactively identify and resolve bottlenecks to keep work on schedule
• Utilize Excel and other workflow management tools to organize tasks, manage deadlines, evaluate operational efficiency, and support continuous process improvement initiatives

• Bachelor’s degree required and current Ohio Notary Public certification, or ability to obtain Ohio Notary Public certification within 60 days of the start date
• Strong computer proficiency, including Microsoft Outlook, Word, Excel, and cloud-based systems
• Exceptional judgment and attention to detail, with the ability to assess urgency, evaluate client fit, and balance client needs with firm risk
• Excellent communication and interpersonal skills, with a demonstrated ability to build trust, show empathy, and communicate clearly and professionally
• Highly organized and adaptable, with strong time management, problem-solving abilities, and the ability to manage multiple priorities effectively
• Professional discretion, sound decision-making skills, and a commitment to delivering an outstanding client experience

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