Client Service Coordinator - Sales jobs in United States
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Your Legacy Legal Care® · 7 hours ago

Client Service Coordinator - Sales

positionHouston, TX
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Your Legacy Legal Care is seeking a Client Services Coordinator who brings empathy, insight, and a results-driven mindset to every client interaction. This role involves leading consultations, educating clients on service packages, guiding decision-making, and collaborating with teams to ensure a smooth planning process.

ConsultingLegalProfessional Services

Responsibilities

Lead Initial Consultations: Host engaging, informative meetings with prospective clients exploring estate planning options
Educate & Empower: Clearly explain our service packages, tools, and pricing—highlighting benefits and addressing concerns with confidence and care
Guide Decision-Making: Use our structured meeting outline to uncover client goals, identify barriers, and offer tailored solutions that move them forward
Collaborate Across Teams: Ensure smooth handoff of client information to attorneys and support staff for next steps in the planning process
Track Engagements: Maintain accurate records of meetings, follow-ups, and client progress in our CRM system

Qualification

Client relationship managementVerbal communicationWritten communicationIndustry familiarityDetail-orientedEmpathyProfessionalismStrategic mindset

Required

Proven ability to build rapport and guide clients through decision-making processes
Strong verbal and written communication skills, with the ability to simplify complex legal concepts
Detail-oriented approach to note-taking and documentation
Strategic mindset with a focus on outcomes and client satisfaction
Ability to manage multiple client engagements with professionalism and care
2+ years of client-facing experience in a professional services environment (real estate, legal, financial, healthcare, or similar)
Travel between Sugar Land, Galleria, and Katy offices required

Preferred

Familiarity with the legal or financial services industry preferred

Benefits

401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance

Company

Your Legacy Legal Care®

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At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.
dateFounded in 2000
location
Houston, Texas, USA
people-size11-50 employees
web-link
https://hegwoodlaw.com/

Funding

Current Stage
Early Stage

Leadership Team

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Kimberly Hegwood
Owner
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Company data provided by crunchbase