Client Services Coordinator jobs in United States
cer-icon
Apply on Employer Site
company-logo

The Parents Estate Planning Law Firm, PC · 1 day 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 seeking a Client Services Coordinator to support clients in the important process of protecting their children and planning for their future, ensuring every interaction is handled with care and professionalism.

Law Practice

Responsibilities

Support clients as they begin the estate planning process
Schedule appointments and guide clients through next steps
Answer questions with empathy and ensure every family feels welcomed, supported, and cared for

Qualification

Client interactionOrganizational skillsMultitaskingEmpathyClear communication

Required

Highly organized
Warm and detail-oriented
Loves helping people
Keeps things running smoothly
Supports clients in the estate planning process
Schedules appointments
Guides clients through next steps
Answers questions with empathy
Ensures every family feels welcomed, supported, and cared for
Enjoys helping families and making people feel at ease
Is organized, reliable, and great at multitasking
Communicates clearly and kindly, especially with busy parents
Enjoys creating a smooth, positive experience for others

Company

The Parents Estate Planning Law Firm, PC

twitter
company-logo
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
Company data provided by crunchbase