Client Services Coordinator

Do you want to change your life and the lives of others through your work?

We are an Estate Planning firm on track for aggressive growth. We need an experienced Client Services Coordinator to join our team, working directly with the attorney to serve clients.

We help clients be in a better life position, with an exciting future, and knowing that they have a team behind them that is invested in caring for them and their families.

We are growing fast, and we need a Client Services Coordinator who can hit the ground running. We love to help people learn and grow and value long-term relationships. We prefer an experienced team member in the area of estate planning, trust administration, and probate. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding.

Full-time

Inquiries will be kept highly confidential.

• Paid vacation/holidays/PTO
• IRA contribution by the firm
• Health Insurance stipend

• Bonus opportunity
• The ability to grow personally, professionally, and financially with a local development firm
• You get to work for an owner who values and emphasizes a healthy work-life balance
• Work for a firm that values your input, listens to your ideas, and works with you to help awesome clients achieve their goals
• No late nights or weekends
• Wonderful and loving colleagues to work with
• You will be working with loving clients

The Client Services Coordinator is responsible for making sure the client relationship is maintained at the highest level, ensuring all client needs and questions are responded to in a timely manner. The Client Services Coordinator is also responsible for all client communication and related reporting, including scheduling, compiling compliments, and/or addressing concerns.

System, you must know how to use

• Microsoft Word, Outlook
• Adobe
• Calendly

• Actionstep
• Hub Spot
• Zoom
• Teams

This is a full-time job in the office, with benefits. During the first 90 days of employment, the pay will be $22/hour, with opportunities for an increase after that. There is an opportunity for bonus compensation.