Client Services Coordinator
Description
Are you an experienced Client Services Coordinator who is a bright, creative, and compassionate person who can convey the value of our services to potential clients? Do you have solid customer service and sales experience? Are you a critical thinker who communicates and anticipates the next steps well? Do you have outstanding organizational and time management skills? Can you juggle multiple time-sensitive projects with precision?
Do you value our mission to ‘help families protect the people they love the most’? Will you go above and beyond to ensure our clients, as well as our team, have what they need to be successful?
If this describes you, keep on reading …
The Parents Estate Planning Law Firm in Acton, MA is looking for a Client Services Coordinator. This position balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail, and technical know-how. You will play an integral role in creating memorable client experiences, eliminating any feelings of stress and hesitation, and assist in providing our clients with genuine peace of mind.
The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.
The ideal candidate will have a minimum of 2 years in a customer service and/or business development role, with strong attention to detail and an outgoing, friendly personality.
If this sounds like you, we want to meet you!
Responsibilities
- Engage with potential clients, educating them on our services.
- Screen and filter out unqualified leads.
- Schedule consultations with prospective clients.
- Follow up with clients both pre and post-consultation.
- Manage the intake process by sending reminder emails via HubSpot, and ensuring prospective clients feel welcome.
- Maintain up-to-date firm and attorney calendars.
- Connect with past and present clients to demonstrate continuous support and care.
- Collaborate closely with the Marketing team to keep tracking reports updated.
Qualifications
- The ideal candidate will have a minimum of 2 years experience in a high-end customer service environment.
- Previous experience in sales, with at least 2 years experience selling a product.
- Bachelor’s Degree.
- Proficiency in MS Word, excel, and interest in learning new technology.
- Familiarity with CRM systems is necessary, HubSpot is a plus.
- Strong multitasking and ability to work in a fast-paced environment.
- Strong attention to detail.
- A positive mindset and solution-oriented approach are highly valued.
- This position reports to the Director of Marketing and Client Services.
Compensation
Commensurate with experience.
To Apply:
Please send an email with “[Insert Your Name] is Your Next Client Services Coordinator” in the subject line and attach the following documents in PDF format only to: paula@parentsestateplanning.com.
- A cover letter containing the following:
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Your salary requirements.
- Your resume
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 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 help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients with genuine peace of mind.
