Client Services Coord

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 Experience 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 personable and detail-oriented individual who loves helping people and keeping things running smoothly Our growing estate planning law firm is looking for a Client Experience 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 step 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.
• Enjoy creating a smooth positive experience for others.
• Enjoy variety and like to be kept busy!

Client Intake Support:

• Gather relevant intake information with empathy and professionalism and schedule consultations with attorneys.
• Ensure potential new clients are treated with professionalism while being nurturing and welcoming understanding that estate planning can be scary and intimidating.
• Enter potential new client information into the database for follow-up.

Client Relationship Management:

• Track and manage client milestones in our CRM system; birthdays anniversaries.
• Call clients for regular check-ins and satisfaction surveys after planning is complete.

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 1-2 events per month; answer questions and schedule appointments at the end of events.

Administrative Support:

• Provide general administrative and office support.
• Provide backup support to our Client Concierge during her vacations.

• 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 above 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 is required.
• Previous client service sales and/or administrative experience within a professional setting such as banking investment or real estate preferred.