Client Concierge

Overview

We are seeking a polished, professional Client Concierge to serve as the welcoming face of our firm. This role is ideal for someone who thrives in a refined, client-focused environment and understands the importance of first impressions.

This is not a call-center or phone-only receptionist role. The Client Concierge focuses on in-person client experience, office presentation, and seamless coordination between clients and internal teams. The right candidate ensures every client feels confident, welcomed, and assured they are in excellent hands from the moment they arrive.

Compensation is $20-$22/hour with the following benefits:

• $20–$22 per hour
  , depending on experience
• Firm-paid health, dental, and vision insurance
• Firm-paid short-term and long-term disability insurance
• Firm-paid life insurance
• 401(k) eligibility after one year of service
• Flexible PTO

• You believe that client-first service is paramount to the success of a professional firm
• You have strong organizational skills and take pride in preparation and follow-through
• You communicate with confidence, clarity, and professionalism
• You naturally notice what needs to be done and take initiative to handle it without being asked
• You enjoy being a trusted, front-facing representative of a high-standard firm

• A client-first firm that values professionalism, warmth, and excellence
• A collaborative, supportive team grounded in integrity and authenticity
• A role where confidence, initiative, and attention to detail truly matter

• Greet potential new clients and returning clients with warmth, confidence, and professionalism
• Maintain awareness of the daily calendar to anticipate client arrivals and appointments
• Escort clients to conference rooms and ensure they are comfortable and informed

• Assist estate planning clients as they transition to other firm teams, including Cary Financial Planning and the tax services team
• Track client transitions and communicate with internal teams to ensure alignment and preparedness

• Maintain all client-facing areas, including the lobby and conference rooms, to consistently high standards
• Prepare and reset conference rooms before and after appointments
• Ensure the office is always clean, organized, and client-ready

• Manage office inventory, supplies, and equipment
• Order marketing materials and client signing folders (pens, tote bags, estate planning folders)
• Assist with work orders and the coordination of office maintenance and repairs
• Update and maintain client information in the firm’s CRM and project management software program
• Communicate professionally in person, by phone, and via email

• Prior experience in a receptionist, concierge, hospitality, or professional services role (legal or financial services preferred)
• Exceptionally well-spoken with strong interpersonal and communication skills
• Highly organized with strong attention to detail
• Comfortable using technology and learning new systems
• Professional, discreet, and service-oriented

Cary Estate Planning is a client-centered estate planning law firm serving individuals and families throughout the Triangle. We help clients through strategic estate planning, probate, elder law, and related services, which are all designed to provide clarity, confidence, and peace of mind at every stage of life.

Our firm is known for clear communication, a welcoming environment, and a collaborative, team-based approach. We pride ourselves on delivering a high-touch, professional client experience without pressure or intimidation.

• Client-First – We prioritize the client experience in everything we do
• Teamwork – We collaborate across teams to support our clients and one another
• Integrity – We act with honesty, transparency, and professionalism
• Authenticity – We value genuine relationships and clear communication