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Client & Lead Concierge Estate Planning

Job in Newburyport, Essex County, Massachusetts, 01950, USA
Listing for: Law Mom
Full Time position
Listed on 2026-09-09
Job specializations:
  • Business
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 54000 - 66000 USD Yearly USD 54000.00 66000.00 YEAR
Job Description & How to Apply Below
Position: Client Welcome & Lead Concierge for Estate Planning

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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