Client Experience Concierge — Family Estate Planning

The Parents Estate Planning Law Firm, PC; Acton (MA); On-site; USD 48,000 - 52,000; Full time

Job summary

A growing estate planning law firm is looking for a Client Experience Coordinator to ensure that every client interaction is warm and professional. In this role, you'll help families as they begin the important step of planning for their future, manage appointments, and provide support with empathy. Ideal candidates are organized, personable, and thrive on multitasking. This is a unique opportunity to join a collaborative team where your input is valued, based in Acton, Massachusetts.

Qualifications

• Highly organized and personable individual.
• Experience in customer service or client interaction is a plus.
• Empathy and the ability to help families feel welcomed.

Responsibilities

• Support clients in the estate planning process.
• Schedule appointments and guide clients through next steps.
• Ensure every family feels supported from their first contact.

Skills

Organizational skills

People skills

Detail-oriented

Multitasking

Job description

A growing estate planning law firm is looking for a Client Experience Coordinator to ensure that every client interaction is warm and professional. In this role, you'll help families as they begin the important step of planning for their future, manage appointments, and provide support with empathy. Ideal candidates are organized, personable, and thrive on multitasking. This is a unique opportunity to join a collaborative team where your input is valued, based in Acton, Massachusetts.