Client Services Coordinator jobs in United States
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The Parents Estate Planning Law Firm, PC · 6 days ago

Client Services Coordinator

The Parents Estate Planning Law Firm is an estate planning law firm focused on the estate planning needs of young families and empty nesters. They are looking for a Client Services Coordinator to ensure that every client interaction is handled with care, warmth, and professionalism while supporting clients in the important process of protecting their families and planning for their future.

Law Practice

Responsibilities

Support clients as they begin the important process of protecting their children and planning for their future
Help schedule appointments
Guide clients through next steps
Answer questions with empathy
Ensure every family feels welcomed, supported, and cared for from their very first interaction

Qualification

Client interactionMultitaskingEmpathyCommunication skillsOrganizational skills

Required

Highly organized
Warm and detail-oriented
Loves helping people
Ability to keep things running smoothly
Support clients as they begin the estate planning process
Help schedule appointments
Guide clients through next steps
Answer questions with empathy
Ensure every family feels welcomed, supported, and cared for
Enjoy helping families and making people feel at ease
Organized, reliable, and great at multitasking
Communicate clearly and kindly
Enjoy creating a smooth, positive experience for others

Company

The Parents Estate Planning Law Firm, PC

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At The Parents Estate Planning Law Firm, PC, we understand that imagining and planning for your family’s future without you in it is not easy.

Funding

Current Stage
Early Stage
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