Client Services Coordinator
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Parents Estate Planning Law Firm is an estate planning law firm focused on the estate planning needs of young families and empty nesters. We are looking for a Client Services Coordinator to join our collaborative team. Are you someone who wants to be part of a growing firm where your voice is heard and your input and ideas are welcomed If yes this opportunity is for you!
Are you a highly organized warm and detail-oriented individual who loves helping people and keeping things running smoothly Our growing estate planning law firm is looking for a Client Services Coordinator to ensure that every client interactionfrom the very first contact is handled with care warmth and professionalism.
In this role youll support clients as they begin the important process of protecting their children and planning for their future. Youll help schedule appointments guide clients through next steps answer questions with empathy and ensure every family feels welcomed supported and cared for from their very first interaction.
This role is a great fit if you:
- Enjoy helping families and making people feel at ease
- Are organized reliable and great at multitasking
- Communicate clearly and kindly (especially with busy parents!)
- Enjoy creating a smooth positive experience for others.
Client Intake Support:
- Assist prospective clients during their initial contact with our firm.
- Schedule consultations and gather relevant intake information with empathy and professionalism.
- Ensure potential new clients are treated with professionalism while being nurturing and welcoming understanding that estate planning can be scary and intimidating.
Client Relationship Management:
- Track and manage client milestones in our CRM system; birthdays anniversaries.
- Call clients for regular check-ins satisfaction surveys and Google review requests.
- Help develop creative ways to stay engaged with clients after their planning is complete.
- Assist the Marketing team with client appreciation events and referral programs.
Event Coordination & Attendance:
- Assist with planning promoting and attending firm-hosted educational workshops and assist with the backend of webinars.
- Manage event logistics and on-site coordination.
- Attend events; answer questions and schedule appointments at the end of events.
Administrative Support:
- Provide general administrative and office support to ensure smooth operations.
- Provide backup support to reception during vacations.
- Assist with marketing tasks as needed.
- 4-year college degree or Associate degree.
- 1-2 years of experience in a professional office setting.
- Exceptional interpersonal and communication skills.
- Willingness to go about and beyond to provide white-glove service to clients.
- Highly organized detail-oriented and able to manage multiple priorities.
- Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office required.
- Previous client service sales and/or administrative experience preferred.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
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
