Client Experience & Case Coordination Specialist

Safe Harbor Law Firm; Fort Myers (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Safe Harbor Law Firm in Fort Myers is seeking a Client Experience Coordinator / Law Firm Case Manager for a full-time, in-office role. You will greet clients, manage appointments, prepare documents, and support daily operations to ensure a seamless client experience.

Ideal candidates have strong communication, organization, and attention to detail, with experience in estate planning or probate preferred. Notary status is required within 30 days.

Qualifications

• Experience in estate planning, trusts, and probate is preferred.
• 2+ years of experience in administrative support, client services, case coordination, reception, or a similar role.

Responsibilities

• Greet clients at front desk and assist with check-in and paperwork.
• Manage calendars and schedule appointments with attorneys and team members.
• Assemble and organize client documents, prepare standard forms, and maintain client files (physical and electronic).
• Coordinate with attorneys regarding client needs and ensure timely communication.
• Collect fees and manage client payments using firm systems.
• Maintain conference rooms, supplies, and general office operations.
• Attend client signing meetings and assist with document witnessing and notary tasks (within 30 days).
• Support in gathering client reviews and maintaining client satisfaction processes.

Skills

Customer service

Communication

Organization

Attention to detail

Professionalism

Job description

Safe Harbor Law Firm in Fort Myers is seeking a Client Experience Coordinator / Law Firm Case Manager for a full-time, in-office role. You will greet clients, manage appointments, prepare documents, and support daily operations to ensure a seamless client experience.

Ideal candidates have strong communication, organization, and attention to detail, with experience in estate planning or probate preferred. Notary status is required within 30 days.