Client Services Coordinator jobs in United States
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Rampulla & Newstad LLP ยท 2 days ago

Client Services Coordinator

Rampulla & Newstad LLP specializes in providing personalized planning and legal services. They are seeking a Client Services Coordinator to manage client interactions, provide compassionate customer support, and assist with administrative operations in the Estate Planning department.

Law Practice

Responsibilities

Assisting clients with inquiries
Maintaining accurate records
Coordinating appointments
Supporting the administrative operations of the office
Supporting sales processes
Fostering strong client relationships through effective communication and exceptional service

Qualification

Estate Planning experienceAdministrative AssistanceOffice software proficiencyOrganizational skillsCommunication skills

Required

Prior Experience in an Estate Planning firm/legal professional environment in a front facing client service/customer service role is a plus
Strong Communication skills, including both verbal and written communication to identify client needs and promote services
Proficiency in Administrative Assistance/legal assistant tasks, such as client calls, scheduling, record-keeping, and office organization
Ability to work in a fast-paced environment
Strong organizational and multitasking skills to manage multiple priorities effectively
Proficiency with office software and technologies, such as Microsoft Office and CRM tools-will be trained for specific company related software
Ability to work collaboratively within a team and represent the firm professionally
Previous experience in a legal or professional services environment is a plus

Company

Rampulla & Newstad LLP

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We are proud to offer compassionate planning and legal services for every stage of your life.

Funding

Current Stage
Early Stage
Company data provided by crunchbase