Client Care Liaison
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Job Location:
Monthly Salary:
Posted on:
18 days ago
Vacancies:
1 Vacancy
Job Summary
The Parents Estate Planning Law Firm Acton MA (On-site)
Are you a people-person who loves creating meaningful experiences and lasting impressions The Parents Estate Planning Law Firm is looking for a Client Care Liaison to join our this role youll ensure that every client interactionfrom first contact to lifelong relationshipis handled with care warmth and professionalism.
You will interact with both potential clients as well as existing clients ensuring a high-level experience. This will include everything from handling intake calls from potential clients and coordinating and attending events to speaking with current and past clients about their experience and acquiring Google reviews.
This position is open due to growth!
Client Intake Support:
- Assist prospective clients during their initial contact with the firm.
- Schedule consultations and gather relevant intake information with empathy and professionalism.
- Ensure potential new clients have a smooth and welcoming introduction to our firm.
Client Relationship Management:
- Maintain regular contact with clients throughout their lifetime with our firm.
- Track and manage client milestones in our CRM system; birthdays anniversaries.
Client Engagement & Reviews:
- Coordinate client check-ins satisfaction surveys and Google review requests.
- Help develop creative ways to stay engaged with clients after their planning is complete.
- Support client appreciation and referral programs.
Event Coordination & Attendance:
- Assist with planning promoting and attending firm-hosted workshops webinars and appreciation events.
- Manage event logistics and on-site coordination.
- Attend events answer questions and be available to schedule appointments.
Administrative Support:
- Provide general administrative and office support to ensure smooth operations.
- Provide backup reception support.
- Assist with marketing and communication tasks as needed.
- 4-year college degree.
- 1-2 years of experience in a professional office setting.
- Exceptional interpersonal and communication skills.
- Highly organized detail-oriented and able to manage multiple priorities.
- Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office.
- Previous client service sales and administrative experience preferred.
- A positive team-oriented attitude and a genuine desire to help people.
Key Skills
- Presentation Skills
- Time Management
- Clinical Research
- Communication skills
- GCP
- Infusion Experience
- Managed Care
- Hospice Care
- Conflict Management
- Clinical Trials
- Research Experience
- Home Care
About Company
The Parents Estate Planning Law Firm, PC is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the area ... View more
