Client Engagement Coordinator

Veliz & Associates, P.A. – Coral Gables, FL Do you enjoy connecting with people, guiding them through important decisions, and making them feel cared for every step of the way? Are you experienced in a law firm setting and looking for a client-facing role with room to grow? Veliz & Associates, a boutique estate planning and probate firm in Coral Gables, FL, is hiring a Client Engagement Coordinator. In this role, you’ll be the first point of contact for potential clients, deliver a concierge-level experience, and support the firm’s growth through client relationship management and marketing initiatives. This position is perfect for someone with prior law firm experience (such as a paralegal, intake, or client services role) who wants to move into a client relations position with long-term career potential. Compensation $50,000 – $65,000 annually, plus performance incentives Responsibilities: • Serve as the first point of contact for potential estate planning and probate clients • Provide a warm, professional, concierge-level experience during all interactions • Guide prospective clients through initial consultations and assist with onboarding • Maintain relationships with referral partners and past clients • Support marketing efforts, including communications, events, referral outreach, and client development projects • Keep accurate client records and provide monthly reports to the founding attorney • Contribute to firm growth by strengthening client engagement and satisfaction Qualifications: • Minimum of two years’ experience in a law firm setting (intake, paralegal, client services, or administrative support) • Fluent in Spanish (required) • Strong interpersonal and communication skills with the ability to connect with diverse clients • Reliable, adaptable, detail-oriented, and highly organized • Familiarity with Microsoft Office (Outlook, Word, Excel) preferred • Experience with Clio Manage and Clio Grow is a plus • Background in estate planning, probate, or related practice areas is a plus Compensation: $50,000 - $65,000 yearly

• Serve as the first point of contact for potential estate planning and probate clients • Provide a warm, professional, concierge-level experience during all interactions • Guide prospective clients through initial consultations and assist with onboarding • Maintain relationships with referral partners and past clients • Support marketing efforts, including communications, events, referral outreach, and client development projects • Keep accurate client records and provide monthly reports to the founding attorney • Contribute to firm growth by strengthening client engagement and satisfaction

Compensation:
$50,000-$65,000 per year