Confidential Careers · 2 days ago
CLIENT SERVICES MANAGER (Heart-Centered & Systems-Oriented)
Irvine, CA
Full-time
Onsite
Mid Level
$25/hr - $30/hr
3+ years expConfidential is a successful, entrepreneurial estate planning law firm focused on improving the lives of families. They are seeking a Client Services Manager who will be the primary architect of the client experience, managing the client journey and ensuring a high-level, personalized service.
Human ResourcesRecruiting
Responsibilities
Client Journey Management: Act as the primary liaison for our clients. You will 'hold their hands' through the process—answering questions, requesting and following up on necessary legal documents, and ensuring they feel supported from start to finish
The 'Wow!' Experience: Ensure every prospect and client receives a high-level, personalized experience. You are responsible for ensuring their needs are met without error and on time, every time
Systems & Administrative Excellence: Master and manage our CRM systems (databases) to ensure no client detail is missed. You will also manage the firm's calendar, assemble estate planning binders, and handle drafting/mailing with extreme accuracy
Marketing & Event Support: As needed, you will support our community outreach by designing flyers in Canva, coordinating logistics for speaking engagements, and managing attendee tracking and follow-up for occasional special events
Qualification
Required
At least 3 years of customer service or client-facing professional experience is required
Experience in a professional services environment (law, finance, insurance, or a high-touch medical practice) is a plus
Excellent interpersonal and communication skills, both verbal and written
Proactive communications with clients via phone, email and in person
Comfortable leading conversations with families, and providing clear, confident guidance regarding their next steps
Naturally inclined to follow up until a task is complete
Ability to manage multiple priorities concurrently without losing attention to detail
Proficient with the Microsoft Office Suite (Word, Excel, Outlook) and comfortable with CRMs
Ability to figure out unfamiliar platforms on your own
Solutions-oriented individuals who bring warmth and confidence to every interaction
Benefits
Health savings account
Paid time off
Company
Confidential Careers
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2-10 employees
Funding
Current Stage
Early StageLeadership Team
E
Edwin Xiao
Chief Revenue Officer
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