Client Services Coordinator

The Parents Estate Planning Law Firm, PC • Acton , MA , US

Posted 5 days ago

Description

The Parents Estate Planning Law Firm is looking for a Client Experience Coordinator to join our team. In this role, you’ll ensure that every client interaction—from the very first contact —is handled with care, warmth, and professionalism.

As the Client Experience Coordinator, you will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients, from meeting them at events, answering their questions, and assisting them in scheduling various meetings.

This is a new position with our firm, and we are looking for someone who has ideas and wants to develop the role.

Responsibilities

Client Intake Support

- Assist prospective clients during their initial contact with the firm.
- Schedule consultations and gather relevant intake information with empathy and professionalism.
- Ensure potential new clients have a smooth and welcoming introduction to our firm.

Client Relationship Management

- Maintain regular contact with clients throughout their lifetime with our firm.
- Track and manage client milestones in our CRM system; birthdays, anniversaries.

Client Engagement & Reviews

- Coordinate client check-ins, satisfaction surveys, and Google review requests.
- Help develop creative ways to stay engaged with clients after their planning is complete.
- Support client appreciation and referral programs.
- Assist with planning, promoting, and attending firm-hosted workshops, and aiding with the backend of webinars.
- Manage event logistics and on-site coordination.
- Attend events, answer questions, and be available to schedule appointments.

Administrative Support

- Provide general administrative and office support to ensure smooth operations.
- Assist with marketing and communication tasks as needed.

Qualifications

- 1-2 years of experience in a professional office setting.
- Exceptional interpersonal and communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office, required.
- Previous client service, sales, and/or administrative experience preferred.
- A positive, team-oriented attitude and a genuine desire to help people.

Compensation

$45,000 - $50,000 yearly

About The Parents Estate Planning Law Firm, PC

The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.

About Our Firm

The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.

Our Mission

To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.

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