Client Services Coord

Responsibilities

• Client Intake Support:
• Gather relevant intake information with empathy and professionalism and schedule consultations with attorneys.
• Ensure potential new clients are treated with professionalism, while being nurturing and welcoming, understanding that estate planning can be scary and intimidating.
• Enter potential new client information into the database for follow-up.
• Client Relationship Management:
• Track and manage client milestones in our CRM system; birthdays, anniversaries.
• Call clients for regular check-ins and satisfaction surveys after planning is complete.
• Event Coordination & Attendance:
• Assist with planning, promoting, and attending firm-hosted educational workshops, and assist with the backend of webinars.
• Manage event logistics and on-site coordination.
• Attend 1-2 events per month; answer questions and schedule appointments at the end of events.
• Administrative Support:
• Provide general administrative and office support.
• Provide backup support to our Client Concierge during her vacations.

Qualifications

• 4-year college degree or Associate degree.
• 1-2 years of experience in a professional office setting.
• Exceptional interpersonal and communication skills.
• Willingness to go above and beyond to provide 'white-glove' service to clients.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office is required.
• Previous client service, sales, and/or administrative experience within a professional setting, such as banking, investment, or real estate, preferred.

Pay

$48,000 - $52,000/year

About The Parents Estate Planning Law Firm, PC

The Parents Estate Planning Law Firm, PC is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of young families, families who have children with special needs, as well as 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.