Client Services Coordinator

Full Job Description – Client Services Coordinator

Great opportunity to join a growing estate and elder law firm! We're seeking a full-time Client Services Coordinator to join our busy practice. This position is primarily based in our Fishers office, but occasional travel to our Franklin office will be required to support client meetings a couple of times per month. The ideal candidate is open to an alternative schedule that may involve longer workdays to reach 40 hours per week, offering the option of a four-day workweek.

Position Overview

This front-line role is heavily focused on phone communication and client interaction. The ideal candidate must genuinely enjoy speaking with clients over the phone and have outstanding interpersonal skills. You'll be part of our cross-trained Client Services Team, where each member maintains core individual responsibilities while being capable of handling all basic client service functions.

Essential Job Functions

• Manage high-volume incoming calls for new client intake, scheduling, and existing client inquiries
• Expertly prioritize and handle multiple concurrent tasks while maintaining attention to detail
• Triage and transfer calls to appropriate team members
• Update client notes within our client management database, Clio
• Process mailings and handle file creation/maintenance
• Provide warm, professional in-person greeting and client hospitality
• Support team members with various administrative tasks
• Travel occasionally to our Franklin office to support client meetings (a few times per month)

Requirements

• Exceptional phone presence and genuine enthusiasm for client communication
• Strong ability to multitask and prioritize in a fast-paced environment
• Excellent organizational skills with demonstrated ability to manage competing priorities
• A focused professional with strong attention to detail and commitment to impeccable client service
• Critical thinking and problem-solving abilities
• Outstanding written and oral communication skills, including the ability to explain complex topics clearly
• Reliable scheduling management and precise data entry skills
• Professional, kind, and team-oriented demeanor
• Consistent punctuality and dependability
• Proficient computer skills
• Positive, optimistic disposition
• Willingness to learn and accept training from all team members
• Openness to an alternative schedule with longer workdays to reach 40 hours per week

We have wonderful clients, and we love what we do. Part of the reward for what we do is the appreciation of our clients for the assistance we provide at a critical time in their lives. Therefore, it is a requirement that "egos are checked at the door" and clients are treated as family.

For consideration, please send your cover letter and resume to ***email_hidden*** .

Job Type: Full-time

Pay: $33,000-$37,000 per year