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Remote Estate Planning Client Engagement Advocate
Remote / Online - Candidates ideally in
Murrieta, Riverside County, California, 92564, USA
Listed on 2026-07-18
Murrieta, Riverside County, California, 92564, USA
Listing for:
Shoup Legal, a Professional Law Corporation
Remote/Work from Home
position Listed on 2026-07-18
Job specializations:
-
Business
CRM System, Client Relationship Manager
Job Description & How to Apply Below
Shoup Legal, a Professional Law Corporation, is seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm. This role emphasizes trust-building, guiding important decisions, and delivering an exceptional client experience.
You will conduct consultative meetings, follow up on leads, and track opportunities in our CRM while collaborating with attorneys and staff.
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