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Client Lead - Estate Planning

Job in Newburyport, Essex County, Massachusetts, 01950, USA
Listing for: Law Mom
Full Time position
Listed on 2026-02-06
Job specializations:
  • Business
    Client Relationship Manager
Job Description & How to Apply Below
Position: Client Experience Lead - Estate Planning
A dedicated estate planning firm in Newburyport is seeking a Client Experience & Engagement Coordinator to enhance service quality and client relationships. This full-time, in-person role involves nurturing leads, managing conversions, and providing exceptional client support. Ideal candidates are tech-savvy, empathetic, and organized—eager to thrive in a fast-paced environment while making a meaningful impact. Join us to help families protect their legacies effectively.
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