Client Relations Specialist, Project Manager

Legacy Tree Genealogists, Inc.

Client Relations Specialist/Project Manager role at Legacy Tree Genealogists. Support clients in their genealogy projects through effective communication and project management.

Posted 7/11/2026part-timeRemote • Utah • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $22 per hourWebsite

About the role

Key responsibilities & impact

act as the main point of contact for clients
build rapport through clear, timely, empathetic communication
onboard new clients by reviewing their goals and answering questions
facilitate project setup by collecting and organizing client materials
collaborate with teams to ensure deliverables align with client expectations
review research results through the client’s perspective
troubleshoot concerns and guide clients through unexpected findings
support client reorders by suggesting next steps
maintain client satisfaction metrics and internal communication logs
proactively resolve issues using strong understanding of workflows

Requirements

What you’ll need

warm and professional communicator via phone, email, and text
skilled at building trust with clients
naturally empathetic and enjoys helping others
excellent attention to detail
ability to juggle multiple responsibilities gracefully
comfortable improving internal processes
stays calm under pressure
able to de-escalate concerns
willing to learn new tools and systems
comfortable using Microsoft Office (Word, PowerPoint, OneDrive) and Google Docs Editors
experience with genealogy software (RootsMagic)
has quiet workspace, reliable computer, two monitors, and strong internet access
Bachelor’s degree or equivalent work experience is better
personal or professional genealogical research experience is a plus
experience in customer service or client-facing roles

Benefits

Comp & perks

paid time off
ten paid holidays
parental leave
bereavement leave
yearly family history stipends
training stipends
conference stipends
equipment stipends
401k matching up to 3%
bonuses for client reorders

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Genealogy SoftwareMicrosoft OfficeGoogle Docs EditorsProject SetupClient Onboarding

Soft Skills

Empathetic CommunicationTrust BuildingProblem SolvingMulti-taskingDe-escalation