Client Engagement Specialist

carolinafep; Cary (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Carolina Family Estate Planning in Cary, NC is seeking a Client Engagement Specialist to enhance client experiences. This role focuses on leading client conversations, guiding them through the estate planning process, and delivering high-quality service.

The ideal candidate will have strong communication and interpersonal skills, experience in client engagement, and a proactive approach. The position requires in-person interactions and offers a salary range of $45,000–$60,000.

Qualifications

• Experience in inside sales, customer service, or relationship management.
• Ability to guide discussions and help clients make informed decisions.
• Strong organizational skills with attention to detail.

Responsibilities

• Lead client conversations during important meetings.
• Provide exceptional customer service and relationship management.
• Support client operations and maintain efficient workflows.

Skills

Strong communication skills

Interpersonal skills

Organizational skills

Problem-solving mindset

Multitasking ability

Tools

CRM systems

Job description

Do you genuinely care about client experiences and creating exceptional outcomes? Are you confident leading conversations, guiding people through important decisions, and helping clients move forward with clarity and confidence?

We're looking for a Client Engagement Specialist who thrives in a fast-paced, client-focused environment and enjoys building trust through meaningful conversations.

If you naturally take ownership, think on your feet, and enjoy helping people solve problems while creating a high-level client experience, you may be a perfect fit.

Who We Are

Carolina Family Estate Planning is a fast-growing, woman-owned law firm based in Cary, NC. We help families plan for the future and navigate life's most important transitions through estate planning and estate administration.

We are driven by values like integrity, proactivity, accountability, teamwork, and a commitment to doing meaningful work at a high level. Our growth is a direct result of the people on our team taking ownership, improving systems, and showing up for clients in a real way.

What This Role Really Is

The Client Engagement Specialist is a client-facing, in-person role that combines elements of inside sales, client relationship management, and customer service. This position is ideal for someone with experience as an Inside Sales Representative, Customer Service Representative, Customer Success Representative, or Account Coordinator who enjoys guiding clients through important decisions while delivering an exceptional experience.

You will play a direct role in client engagement, relationship-building, and helping prospective and existing clients move confidently through the estate planning process.

What You’ll Do

Lead Client Conversations

• Conduct Kickoff, Discovery, and Annual Assessment meetings
• Communicate the value of our Membership Club offering
• Guide clients through the next steps with clarity and confidence
• Navigate questions and objections in real time
• Support client conversion and engagement through relationship-driven communication

Drive Engagement & Client Experience

• Serve as a primary in-person point of contact for clients
• Deliver exceptional customer service and relationship management
• Ensure a polished, professional, and consistent office experience
• Coordinate smooth transitions between team members

Support Client Operations

• Prepare and send Welcome Packets
• Support key touchpoints before and after meetings
• Ensure communication is timely, accurate, and complete
• Maintain organized and efficient client workflows

Support Front Office Operations

• Step in as backup for Reception when needed
• Assist with maintaining organization and flow in the office
• Provide support for 3S and other client service functions

Assist with In-Office Events

• Manage client check-in and check-out during events
• Provide light support for presentations as needed

What You Bring

• Strong communication and interpersonal skills
• Professional presence and confidence in client-facing conversations
• Ability to guide discussions, answer questions, and help clients make informed decisions
• Experience in inside sales, customer service, client engagement, account management, or relationship management
• Strong organizational skills and attention to detail
• Ability to multitask while maintaining a high-quality client experience
• A proactive, solutions-oriented mindset with the ability to think quickly in real time

Bonus If You Have

• Experience working as an Inside Sales Representative, Client Service Representative, Customer Success Representative, Intake Specialist, or Account Coordinator
• Experience handling consultative sales conversations or client conversion discussions
• Experience in legal, financial, healthcare, or other professional service environments
• Familiarity with CRM systems, scheduling platforms, or client management software
• Experience balancing relationship-building with operational follow-through

What Success Looks Like

• Clients feel confident, informed, and clear on next steps
• Conversations lead to strong engagement and forward movement
• The office runs smoothly and professionally at all times
• Communication is consistent, accurate, and timely
• Demonstrates a genuine commitment to client experience, consistently striving for exceptional outcomes in every interaction
• You become a trusted, reliable part of both the client experience and the team
• Builds strong relationships that increase client trust, engagement, and retention
• Demonstrates the ability to combine client service excellence with relationship-driven sales support
• Creates a seamless experience that helps clients feel supported throughout every stage of the process

Compensation & Details

• Salary Range: $45,000–$60,000 base
• Performance-based incentives tied to engagement and outcomes
• Full-time, in-person role (Cary, NC)
• Typical hours: 8:30 AM – 5:00 PM
• Some nights and Saturday mornings are required for events

Why This Role Matters

This position sits at a critical point in the client journey.

The way you show up in conversations, handle questions, and guide decisions directly impacts whether clients move forward—and how they feel about the firm long-term.

If you want a role where you can own outcomes, not just tasks, this is it.

About Carolina Family Estate Planning

At Carolina Family Estate Planning, we believe that the right people in the right roles make all the difference. We are committed to creating a respectful, supportive, and professional workplace where team members can do meaningful work and continue to grow.

We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire may be required to undergo a background check.

As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process. If you do not receive the email within 24 hours, please check your spam or promotions folder or contact [e-mail].