Client Services Coordinator

Company Description

Company Description is a full-service estate planning and elder law firm that is committed to providing personalized and comprehensive estate planning and Medicaid qualification services.

The full-time Client Services Coordinator will provide day-to-day support to ensure a positive client experience and efficient office operations. Responsibilities include managing client communications, scheduling appointments, handling administrative tasks, and supporting attorneys and the Medicaid Director. This is an on-site position based in Troy, MI, with a focus on delivering high-quality client service and administrative excellence.

• Strong capabilities in Client Services and Customer Service to provide an exceptional experience and address client needs effectively.
• Excellent Communication skills, both written and verbal, to handle client interactions and coordinate with team members clearly and professionally.
• Proficiency in Administrative Assistance and the ability to manage schedules, organize files, and maintain office workflows efficiently.
• Detail-oriented, organized, and able to manage multiple tasks in a fast-paced environment.
• Proficiency with office software and CRM tools is preferred.
• Familiar with Clio Manage and Clio Grow