Client Services Coordinator

CLIENT SERVICES CO-ORDINATOR FOR OUR FAMILY-FOCUSED LAW PRACTICE Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? If so, you might be the key team member we are seeking. Harmony Legal Group is a family oriented entrepreneurial law firm with a mission of making the lives of families and small business owners better and we are seeking a sharp, driven, friendly Client Services Co-ordinator to become part of our team for the long-term. This is a full-time, salaried position with a lot of room to grow, as we are still in the process of establishing our systems, and will need you to take the lead on implementation and execution on our behalf, using the technology and training we’ve invested in to support you. We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame. You MUST be “tech savvy” and able to handle working with several different databases of information. One of your most critical and immediate jobs will be to learn, understand and master the various systems that support us to serve our clients and ensure they have a “Wow!” experience every time they interact with our office. We are a very small team, which means you will need to figure some things out on your own and be able to creatively problem solve to create more efficiency in the delivery of our service. If you are the right person, you’ll be ready to jump in and make coffee or fill the printer with paper, when that’s necessary. But, the most important part of your job involves talking with our clients who are have already engaged our services, educating them about our process, and ensuring that we get their chosen estate plan completed, signed, delivered and done right. In the early days of our work together, while in training to serve clients, you may be helping with our marketing efforts. You will also ensure that once prospects turn in the intake paperwork, their summary sheet is created prior to their meeting with an attorney. We call this meeting the “Family Legacy Planning Session”, in which we consider family dynamics, assets, and what the ideal plan is for each family we work with. From there, you will help us deliver on the chosen planning solutions for each client. You must be able to think on your feet and make smart decisions. Is this an easy job? Definitely not. However, the potential for growth and long-term employment is high, and if you’ve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us. Compensation will include base pay + bonuses based on reaching overall goals of the practice. We will be transparent about the firm goals, and how you will contribute to the firm meeting those goals. #J-18808-Ljbffr