Client Engagement Specialist

Do you genuinely care about client experiences and creating exceptional outcomes

Were looking for someone confident in leading conversations guiding clients through decisions and playing a direct role in driving engagement and revenue.

If youre someone who naturally takes ownership in conversations can think on your feet and enjoys helping people move forward with clarity and confidence youll thrive here.

Who We Are

Carolina Family Estate Planning is a fast-growing woman-owned law firm based in Cary NC. We help families plan for the future and navigate lifes most important transitions through estate planning and estate administration.

We are driven by values like integrity proactivity accountability teamwork and a commitment to doing meaningful work at a high level. Our growth is a direct result of the people on our team taking ownership improving systems and showing up for clients in a real way.

What This Role Really Is

The Client Engagement Specialist is a client-facing in-person role on our Sales Team.

You will lead and contribute to key client interactions-especially early-stage conversations-where your ability to communicate value answer questions and guide decisions directly impacts outcomes.

This is not about reading a script or handing things off. You are part of the experience that moves clients forward.

Youll also play a key role in maintaining a smooth professional in-office experience and ensuring that nothing falls through the cracks in the client journey.

What Youll Do

Lead Client Conversations

• Conduct Kickoff Discovery and Annual Assessment meetings
• Communicate the value of our Membership Club offering
• Guide clients through the next steps with clarity and confidence
• Navigate questions and objections in real time

Drive Engagement & Client Experience

• Serve as a primary in-person point of contact for clients
• Ensure a polished professional and consistent office experience
• Coordinate smooth transitions between team members

Support Client Operations

• Prepare and send Welcome Packets
• Support key touchpoints before and after meetings
• Ensure communication is timely accurate and complete

Support Front Office Operations

• Step in as backup for Reception when needed
• Assist with maintaining organization and flow in the office
• Provide support for 3S and other client service functions

Assist with In-Office Events

• Manage client check-in and check-out during events
• Provide light support for presentations as needed

What You Bring

• Strong communication skills and professional presence
• Confidence in leading conversations and guiding decisions
• Ability to think quickly and respond in real time
• High level of organization and attention to detail
• Reliability proactivity and a team-first mindset

Bonus if you have:

• Experience in client-facing or customer service roles
• Exposure to sales or client conversion conversations
• Background in legal financial or other professional services

What Success Looks Like

• Clients feel confident informed and clear on next steps
• Conversations lead to strong engagement and forward movement
• The office runs smoothly and professionally at all times
• Communication is consistent accurate and timely
• Demonstrates a genuine commitment to client experience consistently striving for exceptional outcomes in every interaction
• You become a trusted reliable part of both the client experience and the team

Compensation & Details

• Salary: range $45-60K base
• Performance-based incentives tied to engagement and outcomes
• Full-time in-person role (Cary NC)
• Typical hours: 8:30 AM - 5:00 PM but will require some nights and Saturday mornings for events

Why This Role Matters

This position sits at a critical point in the client journey.

The way you show up in conversations handle questions and guide decisions directly impacts whether clients move forward-and how they feel about the firm long-term.

If you want a role where you can own outcomes not just tasks this is it.

How to Apply

• Upload your resume
• There will be an email that comes back to you with a survey link in it. Fill it out as soon as you are able. We will be in touch.

At Carolina Family Estate Planning we believe that the right people in the right roles make all the difference. We are committed to creating a respectful supportive and professional workplace where team members can do meaningful work and continue to grow.

We prioritize the safety and security of our clients and employees. As part of our onboarding process candidates selected for hire may be required to undergo a background check.

As part of our hiring process candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process. If you do not receive the email within 24 hours please check your spam or promotions folder or contact .

How to Apply

Ready to join a professional growing firm where your work truly matters Applying is simple and mobile-friendly. Start by completing our quick 3-minute initial application process.

Required Experience:

IC