Axis Estate Planning · 17 hours ago
Client Services Coordinator
Troy, MI
Full-time
Onsite
New Grad, Entry LevelAxis Estate Planning and Elder Law is a full-service estate planning and elder law firm committed to providing personalized services. The Client Services Coordinator will ensure a positive client experience and efficient office operations by managing communications, scheduling, and supporting attorneys and the Medicaid Director.
Law Practice
Responsibilities
Managing client communications
Scheduling appointments
Handling administrative tasks
Supporting attorneys and the Medicaid Director
Qualification
Required
Strong capabilities in Client Services and Customer Service to provide an exceptional experience and address client needs effectively
Excellent Communication skills, both written and verbal, to handle client interactions and coordinate with team members clearly and professionally
Proficiency in Administrative Assistance and the ability to manage schedules, organize files, and maintain office workflows efficiently
Detail-oriented, organized, and able to manage multiple tasks in a fast-paced environment
Preferred
Proficiency with office software and CRM tools is preferred
Familiar with Clio Manage and Clio Grow
Company
Axis Estate Planning
Axis Estate Planning, a part of Lambert Leser, is located in Troy, Michigan. Lambert Leser has its roots in the 1920s, when Selwyn A.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase