Client Experience Coordinator jobs in United States
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Cocheco Elder Law Associates, PLLC · 3 months ago

Client Experience Coordinator

Cocheco Elder Law Associates, PLLC is a law firm specializing in estate planning, probate, trusts, and elder care matters. They are seeking a Client Experience Coordinator to manage client intake, triage inquiries, and ensure effective communication as the first point of contact for the firm.

Law Practice

Responsibilities

Client Intake and Triage: Handle incoming inquiries from prospective clients, assess their needs, and scheduling initial consultations based on the level of planning needed
Scheduling initial consultations, reviews and additional client meetings
Effective Communication: Communicate clearly and professionally via phone and email, ensuring prompt and accurate responses to client inquiries
Active Listening: Listen attentively to clients’ concerns, demonstrate empathy, and ask clarifying questions to provide the best support
Backup Phone Responder: Serve as the backup for incoming phone calls, ensuring no calls are missed and that clients feel heard and valued
Technology Utilization: Use Microsoft Office Suite and law firm software to manage client information, schedule appointments, and maintain records accurately
Daily Operations Support: Assist with filing, scanning, and other administrative tasks, contributing to the smooth running of the office

Qualification

Microsoft Office SuiteClient CommunicationActive ListeningTeam CollaborationProfessional Certification

Required

A high school diploma is required
Prior professional experience in a client-facing or administrative role is preferred
Demonstrated ability to communicate clearly, both verbally and in writing, with strong phone etiquette and professional email skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and willingness to learn industry-specific law firm software
Strong active listening abilities to understand and address client needs effectively
Collaborative mindset with the ability to work independently and adapt in a fast-paced environment

Preferred

Professional certification or an associate degree is a plus

Company

Cocheco Elder Law Associates, PLLC

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At Cocheco Elder Law Associates, PLLC, we focus on estate planning, elder law, asset protection, and closely related practice areas.

Funding

Current Stage
Early Stage
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