Administrative Coordinator — Elevate Client Success & Ops

Rehmann Robson LLC; Saginaw (MI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Flexible work arrangements

Training on industry-specific systems

Job summary

Rehmann Robson LLC is seeking a detail-oriented Client Support & Relationship Specialist to join our Michigan-based team. You will prepare client agreements, set up accounts, and coordinate information requests, ensuring accuracy and timely communications.

You will build strong relationships with clients and internal staff, manage documents, schedules, and deadlines, and support compliance and workflow tracking in a fast-paced advisory environment.

Qualifications

• Associate degree or equivalent combination of education and professional experience.
• Previous experience in administrative support, client service, project coordination, operations, legal support, financial services, or a related field preferred.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Strong written and verbal communication skills.

Responsibilities

• Prepare, distribute, and track client agreements and electronic signatures.
• Set up new client accounts and maintain accurate client records across company systems.
• Assist clients with document requests, information gathering, and account updates.
• Communicate important deadlines, reminders, and next steps through phone, email, and mail.
• Coordinate the collection of client information and required documentation.
• Schedule and support meetings, follow-ups, and ongoing client communications.
• Respond to client questions and concerns in a timely, professional, and helpful manner.
• Build strong working relationships with clients and internal team members.

Skills

Proficiency with Microsoft Office

Strong written and verbalcommunication

Strong organizational skills

Ability to build positiverelationships

Self-motivated and eager to learn

Education

Associate degree or equivalent

Tools

Outlook

Word

Excel

Job description

Rehmann Robson LLC is seeking a detail-oriented Client Support & Relationship Specialist to join our Michigan-based team. You will prepare client agreements, set up accounts, and coordinate information requests, ensuring accuracy and timely communications.

You will build strong relationships with clients and internal staff, manage documents, schedules, and deadlines, and support compliance and workflow tracking in a fast-paced advisory environment.