Client Services Coordinator (Naples)

Do you want to change your life and the life of others through your work?

We are an entrepreneurial Estate Planning firm on track for aggressive growth. We need an experienced Client Services Coordinator to join our team; working directly with the attorney to serve our clients.

We help our clients be in a better life position, with an exciting future, and knowing that they have a team behind them that are invested in caring for them and their families.

We are growing fast, and we need a Client Services Coordinator who can hit the ground running. We love to help people learn and grow and value long-term relationship. We need an experienced Client Services Coordinator in the area of estate planning, elder law and probate. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand holding.

The Client Services Coordinator

The Client Services Coordinator is responsible for making sure the client relationship is maintained at the highest level, ensuring all client needs and questions are responded to in a timely manner. The Client Services Coordinator is also responsible for all client communication and related reporting including: scheduling, compiling compliments and/or addressing concerns.

The Client Services Coordinator:

 Is responsible for maintaining the firm calendar, following the firm’s Time Template to schedule and prepare confirmation and reminders of all prospect and client meetings

 Interacts with prospects and using his/her excellent interpersonal skills serves the prospect’s needs. The Client Services Coordinator is responsible for maintaining the firm Client Relationship Manager database system to appropriately track prospect and client status. The Client Services Coordinator follows up with the Attorney after each client meeting or initial consultation, documenting the meetings.

 Coordinates workshops; maintains registration records; sends out confirmation letters/emails; makes reminder phone calls and follows up with workshop attendee

 Markets and advertises workshop on Firm’s social media and website

 Invoices, collects and tracks all client fees paid to the firm

 Provides weekly client status reports to the team during the Weekly Team Meeting

 Is responsible for the preparation and appropriate distribution of forms and reports and the administration of key communications

Additional duties include:

Answering phones and routing calls;

Sorting and distribution of mail;

Scanning and filing;

Opening and closing the office;

Being a positive representation of the Firm and Attorney.

Systems we prefer you know

1. Microsoft office

2. Actionstep

3. Outlook

4. Simplifile

5. eFileMadeEasy

6. Zoom

If the statements below appeal to you, then you may be our next Client Services Coordinator:

You listen attentively

You smile when you answer the phone

You love to help people

You are friendly

You remain positive even when situations are stressful

You are an amazing scheduler with a sickening degree of attention to detail

You are very good with calendars, e-mail, spreadsheets, word processing, and the internet

Your middle name is “No Drama”

You are an awesome juggler of tasks and can change gears quickly

You do not think taking out the trash, scanning and copying are “beneath you”

You don’t like to take “No” as an answer when dealing with opposing parties

This is a part-time job, with the opportunity to grow into a full-time position. You can work from home but must come in the office depending on the Firm’s need. During the first 90 days of employment the pay will be $18.00/hour, with opportunities for increase after that. There is an opportunity for bonus compensation for those who can demonstrate their profitability.

Prepare a cover letter with no more than 2 paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who works with elderly clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”

Email your resume and cover letter in PDF format. The subject line of the email should be your last name in all caps, followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps. For example: SMITH paralegal AWESOME.

We look forward to reviewing your application.

APPLICATIONS THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.