Client Services Coordinator

Job Description

Job Description

Are you the kind of person who thrives on making order out of chaos, loves connecting with people, and gets a genuine kick out of ensuring every detail is just right? Do you dream of a role where your organizational superpowers directly contribute to families securing their legacy, rather than just pushing paper?

As our new Client Services Coordinator, you will be the welcoming voice and the organizational backbone for clients, ensuring their journey with Sippel Law is seamless, supportive, and perfectly executed. You'll step into a vital role, backfilling a team member who has been promoted, and become an indispensable part of the client experience, directly supporting our marketing efforts and the entire client lifecycle.

Compensation:

$40,000 - $50,000 yearly

Responsibilities:

• Client Welcome & First Impressions: You'll be the first point of contact for new inquiries, gracefully guiding potential clients through initial conversations and scheduling their crucial planning sessions.
• Operational Flow & Precision: You will manage the meticulous details of client engagements, from reviewing outgoing mail to ensuring all documents are accurately scanned and calendared.
• Client Communication Hub: You'll ensure every client interaction, whether by phone or message, is handled promptly and professionally, fostering trust and clarity.
• Meeting Preparation & Execution: You will prepare for client signing meetings, ensuring all necessary documents are ready and post-meeting scanning is completed with zero errors.
• Marketing Support Integration: You will assist our marketing director by ensuring timely and effective follow-up with attendees from our educational events, turning interest into action.
• System Integrity & Accuracy: You'll maintain the integrity of the client management systems, ensuring all information is current and accessible for the team.

Qualifications:

Who This Is For

• The Detail Dynamo: You naturally spot inconsistencies and take pride in ensuring everything is perfectly organized, from a client file to a complex calendar.
• The Empathetic Communicator: You genuinely enjoy talking to people, can explain processes clearly, and have a natural warmth that puts others at ease, even during sensitive conversations.
• The Proactive Problem-Solver: You don't wait to be told what to do; you anticipate needs, identify potential issues, and take initiative to resolve them before they become problems.
• The Systems Thinker: You appreciate clear processes and are eager to learn and master our existing systems, always looking for ways to contribute to efficiency.
• The Team Player with a Client Heart: You understand that our success is built on exceptional client service and are excited to be a crucial link in the clients' journey.

Who This Is NOT For

• The Clock-Watcher: If you're looking for a role where you just punch in and out without investing your energy, this isn't it. We need someone who is engaged and committed.
• The "That's Not My Job" Person: We're a collaborative team, and while you'll have clear responsibilities, a willingness to pitch in where needed is essential.
• The Disorganized Dreamer: If you struggle with managing multiple tasks, meeting deadlines, or maintaining meticulous records, this role will be a source of constant frustration for you (and us!).

About Company

Sippel Law, LLC isn't your average law firm. We operate on the cutting edge of proactive estate planning, providing comprehensive life and legacy planning for clients. We're a seven-figure firm with a robust team, dedicated to empowering families and business owners to protect what matters most. We believe in building lasting relationships, not just drafting documents, and our team is the heart of that mission.