Estate Planning Client Concierge
Listed on 2026-10-13
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Business
Business Administration
Law Mom®, a family-focused estate planning firm, seeks a Welcome Coordinator to nurture leads and PNCs through text, email, and calls. You will handle calendar management, follow-ups, and payments while maintaining empathy and high service standards in a fast-paced environment.
The role emphasizes CRM proficiency (Zoho), strong communication, and data reporting to improve conversion rates and client satisfaction. Join a supportive team that values care and results.
This is an excellent position to take on the Estate Planning Client Concierge role at Law Mom,LLC ®.
As a Estate Planning Client Concierge, you will play an important part at Law Mom,LLC ® in Duxbury, MA, United States.
We invite applications for the Estate Planning Client Concierge position located in Duxbury, MA, United States.
The following opportunity is for a Estate Planning Client Concierge with Law Mom,LLC ®.
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