Client Relations Specialist

Client Liaison

Do you love talking with people and building genuine relationships? Are you the type of person others naturally open up to because you listen well and make them feel comfortable?

Carolina Estate Planning is seeking an outgoing and personable Client Liaison who enjoys connecting with clients and ensuring they have an exceptional experience with our firm. In this role, you will serve as a primary point of contact for clients, helping them feel informed, supported, and cared for throughout their relationship with our team.

The ideal candidate enjoys meaningful conversations, is an active listener, and takes pride in delivering outstanding client service. Much of your day will involve speaking with clients, checking in on their experience, and helping coordinate solutions when questions or concerns arise. At the same time, you will follow clear policies, procedures, and systems to keep client information organized and ensure a smooth experience.

If you enjoy building trust with people, staying organized, and making a positive impact on clients' lives, this role can be both rewarding and energizing.

Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match. We pay 100% of the premiums for medical, dental, and vision benefits.

This is a work-from-home position with the occasional need to report to the office to assist with client meetings.