Client Relations Specialist, Project Manager

Legacy Tree Genealogists, Inc.

. Serve as the main point of contact for clients throughout each genealogy project .

Posted 9/17/2026part-timeRemote • Utah • United StatesMid-LevelSenior💰 $20 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relations and project management skills, with a focus on clear communication, empathy, and attention to detail. Proficient in utilizing genealogy software and project management tools to enhance client satisfaction and streamline processes.

Highest-signal resume keywords

Client RelationsProject ManagementGenealogy Software ExperienceEmpathetic CommunicationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Genealogy SoftwareRootsMagicProject Management ToolsMicrosoft Office SuiteGoogle Docs EditorsAttention to DetailMulti-TaskingProblem SolvingClient OnboardingResearch Process Understanding

Soft Skills

EmpathyProfessional CommunicationTrust BuildingCalm Under PressureDe-Escalation

Tools & Technologies

Microsoft WordMicrosoft PowerPointOneDriveGoogle DocsGoogle Sheets

Industry Keywords

GenealogyClient Satisfaction MetricsCustomer ServiceEmotional SensitivityClient-Facing Role

About the role

Key responsibilities & impact

Serve as the main point of contact for clients throughout each genealogy project
Build rapport through clear, timely, and empathetic communication via email, phone, and video meetings
Onboard new clients by reviewing goals, guiding them through the New Client Checklist, and answering questions about the research process
Set up projects by collecting and organizing client materials, including documents, family trees, and DNA access
Collaborate with internal teams to ensure deliverables are clear, polished, and aligned with client expectations
Review research results from the client’s perspective and edit reports and updates for clarity, compassion, and professionalism
Troubleshoot concerns and guide clients through unexpected findings with care and sensitivity
Support client reorders by identifying ongoing research needs and suggesting appropriate next steps
Maintain client satisfaction metrics, reorder rates, and internal communication logs using project management tools
Proactively identify and resolve issues before escalation
Provide front-line client relations and project management rather than behind-the-scenes genealogy research

Requirements

What you’ll need

Warm and professional communication via phone, email, and text
Ability to build client trust and put clients at ease
Empathy and enjoyment of helping others
Excellent attention to detail and ability to manage multiple responsibilities and deadlines
Comfort following and improving internal processes
Ability to remain calm under pressure and de-escalate concerns
Ability to learn new tools and navigate technology platforms
Passion for genealogy
Comfort with Microsoft Office suite, particularly Word and PowerPoint; OneDrive experience is an advantage
Familiarity with Google Docs Editors suite, including Google Docs and Google Sheets
Experience with genealogy software; Legacy Tree uses RootsMagic
Quiet, dedicated workspace
Reliable computer, at least two monitors, and strong internet access
Bachelor’s Degree or equivalent work experience is an advantage
Personal or professional genealogical research experience is an advantage
Experience in customer service, hospitality, or another client-facing role is an advantage
Experience supporting emotionally sensitive or personally meaningful client journeys is an advantage
Ability to work most hours flexibly between 8am–6pm MT, Monday through Friday
Ability to work 25–29 hours per week

Benefits

Comp & perks

Paid holidays and vacation time
Ten paid holidays
Parental leave
Bereavement leave
Yearly family history
Training stipend
Conference stipend
Equipment stipend
401(k) with employer match up to 3%
Bonus for every client who reorders
Periodic bonuses when the company meets its goals
Flexible working hours
Regular Zoom meetings, company chat, and company retreats
Paid time for training
Paid research of your own family history