Client Success Coordinator - Entry level

The Company

Hargrove Management Services Organization, Inc. is a national legal-services support organization that works in collaboration with Hargrove Firm, a highly regarded estate and tax-planning firm based in Louisville, Kentucky. We provide the operational, technological, and client-service infrastructure that enables attorneys to deliver an efficient, high-quality estate-planning experience.

The Client Success Coordinator provides operational and administrative support to the Client Success Managers and legal team throughout the estate planning process. This role focuses on scheduling, document coordination, data entry, and internal communication to help ensure client matters move efficiently and accurately.

• Schedule meetings and coordinate calendars for clients, advisors, attorneys, and internal teams
• Support Client Success Managers with administrative and follow-up tasks
• Prepare, organize, and track client documents and internal records
• Maintain accurate information in internal systems and databases
• Assist with email coordination, appointment confirmations, and status updates
• Monitor workflows and help ensure tasks and deadlines are completed on time
• Coordinate internally with legal and operations teams to support smooth case progression
• Provide general administrative support as needed

• Scheduling and administrative tasks are completed accurately and on time
• Client files and records remain organized and up to date
• Internal teams receive timely support and communication
• Estate planning matters progress smoothly with minimal delays
• Strong attention to detail and reliable execution across daily tasks

• 1-2 years of administrative, office support, or coordinator experience preferred
• Strong organizational and multitasking skills
• Clear written and verbal communication
• Attention to detail and ability to follow processes carefully
• Comfortable using Microsoft Office, Zoom, Slack and scheduling/software tools
• Ability to work collaboratively in a team-oriented environment

• Full-time employment
• 401(k) with competitive matching
• Medical, Dental, & Vision Insurance
• Paid Time Off
• Supportive team environment with growth opportunities

Hargrove Management Services Organization, Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.