Client Experience Coordinator - Family-Focused Estate Planning

WizeHire, Inc; Acton (MA); On-site; USD 45,000 - 65,000; Full time

Job summary

An estate planning law firm is seeking a Client Experience Coordinator to join their collaborative team. The ideal candidate will be highly organized, detail-oriented, and enjoy helping families feel at ease during the important process of estate planning. Responsibilities include supporting clients from the first contact, scheduling appointments, and ensuring a positive experience throughout. If you're passionate about client service and want to make a meaningful impact, this opportunity is for you.

Qualifications

• Highly organized and detail-oriented individual.
• Excellent communication and interpersonal skills.
• Ability to multitask and manage time effectively.

Responsibilities

• Support clients through the estate planning process.
• Schedule appointments and guide clients regarding next steps.
• Ensure a welcoming and supportive interaction for every family.

Job description

An estate planning law firm is seeking a Client Experience Coordinator to join their collaborative team. The ideal candidate will be highly organized, detail-oriented, and enjoy helping families feel at ease during the important process of estate planning. Responsibilities include supporting clients from the first contact, scheduling appointments, and ensuring a positive experience throughout. If you're passionate about client service and want to make a meaningful impact, this opportunity is for you.