More jobs:
Client & Lead Concierge Estate Planning
Job in
Newburyport, Essex County, Massachusetts, 01950, USA
Listed on 2026-09-09
Listing for:
Law Mom
Full Time
position Listed on 2026-09-09
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Law Mom in Newburyport, MA is seeking a Client Services Coordinator - In Person. This full-time role focuses on nurturing leads and potential new clients through the estate planning process with empathy and efficiency.
You will manage leads, PNCs, and appointments using Zoho CRM, Acuity, and Zoom; track KPIs, provide detailed reporting to marketing and sales; support attorneys at events, and ensure timely client communications.
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