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Client Relations Specialist
3 weeks ago
**Client Relations Specialist - Level Up Wellness Group**
Level Up Wellness Group (LUWG) is seeking a highly organized, administratively aware, and detail-oriented Client Relations Specialist to become a core part of our dynamic team. This role is ideal for someone who is both task-focused and relationship-driven, with a passion for improving systems, supporting clinicians, and delivering meaningful, high-quality experiences for both our clients and providers. Medical office experience is not required but is an asset; past experience in any administrative or retail management capacity is highly preferred.
**About Level Up Wellness Group**:
Level Up is a fast-growing, high-paced wellness and medical clinic located in Beaumont, Alberta, committed to delivering innovative, client-centered care. We combine evidence-based medical services with a holistic approach to wellness, supporting individuals on their journey to better health. Our team is passionate, collaborative, and always evolving. As we grow and look forward to our new, expanded space in 2026, we’re seeking motivated individuals who want to contribute significantly to our mission and help us elevate every client and provider experience.
**Key Responsibilities**:
As a Client Relations Specialist, you will be at the heart of our clinic operations. Your core duties will include:
**End-to-End Client & Assessment Coordination**:
- Guide and assist clients through initial inquiries and intake processes, often using online forms.
- Manage the coordination of specialized assessments (e.g., ADHD, ASD, Psychoeducational), including preparing quotes, handling retainer agreements, and tracking client progress through multi-step pathways.
- Support the matching of clients with the most appropriate providers and services.
**Client Communication & Booking Management**:
- Manage all aspects of client bookings, including scheduling, rescheduling, and cancellations with meticulous attention to detail and adherence to data security.
**Billing & Financial Administration**:
- Process client payments, including session fees and assessment retainer installments.
- Assist clients in understanding service fees and payment policies.
- Support insurance and third-party billing inquiries.
**Provider & Clinic Support**:
- Provide in-clinic administrative and operational support to our providers, ensuring seamless service delivery.
- Assist with provider onboarding by facilitating systems access and directing them to training resources.
- Manage and coordinate the organization-wide calendar and provider schedules to optimize clinic flow.
- Maintain and contribute to the accuracy of internal process documentation.
**System & Process Adherence**:
- Meticulously follow and help refine established clinic systems and workflows within JaneApp, Asana, and Google Workspace to improve efficiency and client care.
- Uphold process integrity by providing constructive feedback when established procedures are not followed.
**General Administrative Duties**:
- Handle a variety of administrative tasks that support overall clinic function, ensuring each client interaction is meaningful and professional.
- Contribute to maintaining a welcoming and organized clinic environment, including potential opening/closing duties.
We are looking for someone who embodies the following qualities and possesses these skills:
- **Exceptional Organizational Skills**: Ability to manage multiple complex tasks, client pathways, appointments, and detailed workflows simultaneously without losing track of crucial details.
- **Tech-Savvy & System-Oriented**:Demonstrated proficiency with Electronic Medical/Health Record (EMR/EHR) systems, like JaneApp. Strong experience with project or task management software, like Asana, for tracking multi-step processes. High level of comfort and proficiency with Google Workspace (Sites, Docs, Sheets, Forms, Drive) for documentation, data management, and internal communication. Related experience with other workplace systems would be beneficial and viable experience.
- **Excellent Communication Skills**: Superior written and verbal communication abilities, with a consistently warm, empathetic, and professional tone when interacting with clients, providers, and the wider team.
- **Strong Customer Service Mindset**: Deeply committed to making every client interaction meaningful, positive, and supportive.
- **Process-Driven with an Improvement Focus**: Meticulously follows established workflows and demonstrates a proactive mindset for identifying and suggesting process improvements to enhance efficiency and client care. Vigilance in upholding operational standards.
- **Proactive Problem-Solving Abilities**: Quick to adapt, identify issues, and find effective solutions within our clinic systems and in a fast-paced environment.
- **Dedicated Team Player**: Works collaboratively and effectively with others, thriving in a supportive role for healthcare providers and the broader