Client Services Coordinator

Naples, FL - USA

Yearly Salary: USD 48000 - 56000

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Client Services Coordinator

Location: Naples FL

Employment Type: Full-Time

Department: Client Services

About the Role

Stouffer Legal is hiring a Client Services Coordinator for our Naples office. This is a phone-heavy back office role focused on delivering a five-star client experience over the phone while keeping our systems organized behind the scenes. You will handle high call volumes scheduling and CRM updates prepare materials for attorney meetings and keep documentation accurate. You will also back up the Front Office Coordinator as needed for in-person coverage and client addition this position facilitates one weekly evening educational workshop. You will help set up the space welcome attendees support the presenting attorney and make sure the session runs smoothly.

Key Responsibilities:

Phone Support (Primary)

Answer and make 30-40 client calls per day with a warm professional tone
Route calls document interactions and create follow-up tickets as needed
Schedule confirm and reschedule client appointments
Handle call overflow and voicemail follow up

Back Office and Administrative

Scan print and manage client files in the CRM with a focus on accuracy and confidentiality
Prepare materials and provide in-meeting support for attorneys (documents packets refreshments)
Process payments and maintain organized records

Client Hospitality and Front Desk Backup

Provide backup coverage for the Front Office Coordinator in the Naples office
Greet and seat clients; offer refreshments and set a professional welcoming tone
Sanitize conference rooms and tidy shared spaces between meetings

Workshop Facilitation (Weekly Evening Event)

Prepare workshop space and materials and manage attendee check-in
Welcome attendees and provide clear friendly guidance
Support the presenting attorney with logistics during the session
Coordinate follow-up tasks after the workshop (e.g. scheduling notes)

Tools & Systems Youll Use

CRM software Microsoft Teams Outlook scanners/printers RingCentral

Schedule

Monday - Friday 8:30 AM - 5:30 PM
Plus one evening per week for the educational workshop

Compensation & Benefits

Salary range $48000.00 - $56000.00 based on experience
Performance based bonus structure
Paid twice monthly (7th and 21st)
Benefits start on your first day
Health Insurance (CareFirst) with 50% company contribution
Dental and Vision Insurance offered
Short- and Long-Term Disability Insurance (100% employer-paid)
Basic Life Insurance (100% employer-paid)
401(k) with up to 4% match no vesting period
15 days of PTO annually (increases with tenure)
3 weeks paid parental leave
7 paid holidays
Employee discount
Paid training and onboarding

What You Can Expect in the Hiring Process

Submit application
Phone interview (10-15 minutes)
Virtual interview via Microsoft Teams (1 hour)
Candidate assessment (sent via email)
In-person interview (2 hours)
Job offer and onboarding

We encourage everyone to include a cover letter resume and a statement of interest with your application. Join our team and become an integral part of an estate planning law firm that values its clients and employees.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of our Firm.

Required Experience:

Job Title: Client Services Coordinator Location: Naples FLEmployment Type: Full-TimeDepartment: Client ServicesAbout the RoleStouffer Legal is hiring a Client Services Coordinator for our Naples office. This is a phone-heavy back office role focused on delivering a five-star client experience over t...