On-site Client Care Concierge for Estate Planning

WizeHire, Inc; Quebec; On-site; CAD 63,000; Full time

Job summary

A growing legal firm based in Acton, MA, is seeking a Client Care Liaison to enhance client experiences and manage relationships. The ideal candidate will have 1-2 years of professional experience, outstanding communication skills, and familiarity with CRM systems. This role involves client intake support, managing client relationships, and assisting with administrative tasks, contributing to a team dedicated to providing exceptional client service.

Qualifications

• 1-2 years of experience in a professional office setting.
• Exceptional interpersonal and communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Comfortable using CRM and scheduling systems.
• Previous client service, sales, and administrative experience preferred.

Responsibilities

• Assist prospective clients during their initial contact with the firm.
• Maintain regular contact with clients to track milestones.
• Coordinate client check-ins and manage event logistics.

Skills

Interpersonal skills

Communication skills

Organizational skills

Detail-oriented

Client service

Tools

CRM systems

Microsoft Office

Job description

A growing legal firm based in Acton, MA, is seeking a Client Care Liaison to enhance client experiences and manage relationships. The ideal candidate will have 1-2 years of professional experience, outstanding communication skills, and familiarity with CRM systems. This role involves client intake support, managing client relationships, and assisting with administrative tasks, contributing to a team dedicated to providing exceptional client service.