Client Services Coordinator

ABOUT THE FIRM We are an established, busy, fast‑paced estate planning and elder law firm dedicated to helping families protect their assets, plan for the future, and navigate the complexities of aging with dignity. Our Peachtree City office serves clients throughout Fayette County and the southern Atlanta metro area. We pride ourselves on delivering compassionate, client‑centered legal services in a warm and professional environment. Because clients trust us with the most important decisions of their lives, we seek exceptional talent and offer above‑market compensation to attract the best people. POSITION OVERVIEW The Client Services Coordinator is the face of our firm – the first voice a caller hears and the first smile a visitor sees. This dual‑purpose role blends front‑desk reception with client intake coordination, making it essential to delivering an exceptional client experience from the first interaction. COMPENSATION & BENEFITS Hourly Pay: $20–$25 per hour, depending on experience and qualifications Monthly Team Bonus: $500–$1,000 per month based on firm performance 401(k) Retirement Plan with employer match Health Insurance: Firm contribution toward medical insurance premiums Work‑Life Balance Schedule: 8:45 AM – 4:15 PM (Monday‑Friday) Paid Time Off and paid holidays Professional development and continuing education opportunities Supportive, team‑oriented work environment in a well‑appointed Peachtree City office SCHEDULE & WORK ENVIRONMENT Full‑time position, Monday through Friday, 8:45 AM – 4:15 PM (in‑office – not remote). Responsibilities include opening and closing the office each business day and maintaining a welcoming reception area. The role involves frequent in‑person and phone interaction with clients. RESPONSIBILITIES RECEPTION & OFFICE OPERATIONS Open and close the office each business day, ensuring the reception area is welcoming, organized, and stocked with refreshments. Answer a multi‑line telephone system, route calls to appropriate staff members, retrieve voicemail messages promptly, and return calls from clients and prospective clients. Greet clients and visitors, offer refreshments, and escort them to meeting areas. Process incoming and outgoing mail and coordinate deliveries as needed. CLIENT INTAKE & LEAD QUALIFICATION Serve as the firm’s first point of contact for prospective clients, creating a positive and lasting first impression. Conduct intake triage: gather preliminary information to determine whether a prospect is a good fit for our services. Collect basic matter information and enter it accurately into Clio Grow. Schedule discovery appointments for prospective clients using Clio Grow. Send appointment confirmations and reminders via telephone and email. Migrate qualified matters from Clio Grow to Clio Manage upon engagement. CLIENT ONBOARDING & COORDINATION Schedule design meetings and signing meetings for clients during the onboarding process. Confirm all existing appointments by telephone and email in advance. Assign new legal matters to case managers, ensuring workload is balanced across the team. Gather payment information from clients and coordinate with the bookkeeper for processing. Assemble client binders containing finalized legal documents as needed. Maintain accurate and up‑to‑date records in both Clio Grow and Clio Manage. QUALIFICATIONS High school diploma or equivalent required; associate’s degree or additional education preferred. 1–3 years of experience in a receptionist, front desk, or client‑facing administrative role; legal office experience strongly preferred. Proficiency with legal practice‑management software; experience with Clio Grow and Clio Manage is a significant plus. Strong computer skills, including Microsoft Office Suite (Word, Outlook, Excel), and comfort with learning new technology. Excellent verbal and written communication skills with a warm, professional telephone presence. Outstanding organizational skills with the ability to manage multiple priorities and meet deadlines. Close attention to detail and accuracy, particularly with data entry and scheduling. Ability to handle confidential and sensitive information with discretion. Professional appearance and demeanor; comfortable serving as the public face of the firm. Empathetic and patient disposition – clients are often navigating emotional and complex family situations. PREFERRED QUALIFICATIONS Prior experience in an estate planning, elder law, or trust administration practice. Familiarity with legal intake workflows, client screening, and CRM/intake platforms. Notary Public commission (or willingness to obtain one). Bilingual abilities are a plus, but not required. #J-18808-Ljbffr