Client Services Coordinator

Do you want to change your life and the lives of others through your work? We are an Estate Planning firm on track for aggressive growth. We need an experienced Client Services Coordinator to join our team, working directly with the attorney to serve clients. We help clients be in a better life position, with an exciting future, and knowing that they have a team behind them that is invested in caring for them and their families. We are growing fast, and we need a Client Services Coordinator who can hit the ground running. We love to help people learn and grow and value long-term relationships. We prefer an experienced team member in the area of estate planning, trust administration, and probate. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding. Full-timeInquiries will be kept highly confidential.Benefits:Paid vacation/holidays/PTOIRA contribution by the firmHealth Insurance stipendReasons to work at the Firm:Bonus opportunityThe ability to grow personally, professionally, and financially with a local development firmYou get to work for an owner who values and emphasizes a healthy work-life balanceWork for a firm that values your input, listens to your ideas, and works with you to help awesome clients achieve their goalsNo late nights or weekendsWonderful and loving colleagues to work withYou will be working with loving clients The Client Services Coordinator The Client Services Coordinator is responsible for making sure the client relationship is maintained at the highest level, ensuring all client needs and questions are responded to in a timely manner. The Client Services Coordinator is also responsible for all client communication and related reporting, including scheduling, compiling compliments, and/or addressing concerns. System, you must know how to useMicrosoft Word, OutlookAdobeCalendlySystems that would make you a Pro if you know how to use themActionstepHubSpotZoomTeams This is a full-time job in the office, with benefits. During the first 90 days of employment, the pay will be $22/hour, with opportunities for an increase after that. There is an opportunity for bonus compensation.