Synergy Legal Services

About the Role

SPANISH REQUIRED

We are looking for a driven, highly organized, and client-focused Client Relations Expert to take ownership of our client experience and help ensure every client feels heard, supported, and valued.

This is more than a customer service position. You will play a critical role in making sure our organization follows through on its commitments, communicates proactively, and responds quickly when challenges arise. You will be the person who keeps a close pulse on our client relationships, identifies issues before they become larger problems, and makes sure no client falls through the cracks.

The ideal candidate is someone who naturally takes ownership. You don't wait for someone else to solve a problemyou see it, take initiative, coordinate the right people, and follow it through to resolution.

What You'll Do

• Own the Client Experience: Serve as a key point of contact for clients and help ensure every interaction reflects a high standard of professionalism, responsiveness, and care.
• Manage Client Outreach: Track and coordinate client communications, follow-ups, check-ins, and other outreach to ensure commitments are fulfilled and important conversations never get missed.
• Prevent Clients From Falling Through the Cracks: Maintain accurate records of client interactions and proactively identify clients who need attention, follow-up, or additional support.
• Resolve Client Issues: Listen carefully to client concerns, determine the appropriate course of action, coordinate internally when necessary, and drive issues through to resolution.
• Follow Through Relentlessly: Don't simply pass an issue along. Take ownership of the outcome and make sure the client receives a timely response and that the matter is actually resolved.
• Coordinate Across the Organization: Work closely with internal teams to communicate client needs, escalate concerns, clarify responsibilities, and ensure everyone is aligned.
• Monitor Client Satisfaction: Identify recurring concerns, communication gaps, and opportunities to improve the overall client experience.
• Maintain Detailed Records: Keep client outreach, conversations, issues, resolutions, and follow-up commitments organized and up to date.
• Create Accountability: Help establish systems and processes that make it easy to see what has been done, what still needs to happen, and who is responsible for the next step.
• Proactively Communicate: Reach out to clients before they have to ask for an update whenever possible.
• Identify Opportunities for Improvement: Look beyond individual issues to recognize patterns and recommend changes that can improve client retention, satisfaction, and operational efficiency.
• Represent Our Organization: Build trust with clients through professionalism, empathy, responsiveness, and a genuine commitment to solving problems.

What We're Looking For

We are looking for someone who is energetic, accountable, resourceful, and exceptionally organized. You should take pride in being the person others can rely on to get things done.

The strongest candidates will demonstrate:

• Excellent verbal and written communication skills
• Exceptional organization and attention to detail
• A strong sense of urgency and follow-through
• The ability to manage multiple clients, priorities, and deadlines simultaneously
• A proactive mindsetyou look for problems before they become emergencies
• Strong problem-solving and critical-thinking abilities
• Confidence communicating with clients and internal team members
• The ability to remain calm, professional, and solutions-oriented when handling difficult situations
• A genuine desire to create an exceptional client experience
• The ability to take ownership without needing constant direction
• Comfort using CRM systems, spreadsheets, task-management tools, or other systems for tracking outreach and follow-up
• The judgment to know when an issue can be handled independently and when it needs to be escalated

What Success Looks Like

Success in this role means our clients consistently feel:

• Heard their concerns and needs are acknowledged.
• Valued they know their relationship with us matters.
• Informed they aren't left wondering what is happening.
• Supported problems are addressed quickly and professionally.
• Confident they trust that our organization will do what it says it will do.

Internally, success means our team has clear visibility into client communications, outstanding issues, follow-ups, and commitmentsand no client is forgotten or left behind.

Why Join Us?

This is an opportunity for someone who wants to have a real impact on the organization, not simply manage a list of tasks. The work you do will directly influence client satisfaction, retention, reputation, and the way our organization operates.

We value people who take initiative, solve problems, hold themselves to a high standard, and continually look for ways to make things better. If you're motivated by responsibility, enjoy working with people, and want a role where your ability to make things happen is recognized and valued, we'd love to hear from you.

How to Apply

If you're an organized, motivated, people-oriented professional who takes ownership and is passionate about creating exceptional client experiences, we want to meet you.

Tell us about your experience, what drives you, and an example of a time when you took ownership of a difficult client situation and turned it into a positive outcome.