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Client Services Coordinator – Estate Planning

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Oath
Full Time position
Listed on 2026-07-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 34000 - 52000 USD Yearly USD 34000.00 52000.00 YEAR
Job Description & How to Apply Below

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in office in Florida. This role emphasizes reliable communication and efficient office operations to support our estate and financial planning services.

Responsibilities include handling day-to-day tasks, coordinating client meetings, answering calls and emails, and maintaining organized client files while collaborating with attorneys and staff to deliver excellent service nationwide.

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