Client Experience Director — Remote/Hybrid

Trinity Estate Planning PLLC; Grosse Pointe (MI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Trinity Estate Planning in the United States is seeking a Client Services Director to be the welcoming voice and main touchpoint for clients throughout the planning journey.

The role emphasizes care, communication, and system improvements, while supporting a remote, hybrid work setup with scheduled in-office days for training, client meetings, and team collaboration.

Responsibilities

• Be the first voice prospective clients hear and a primary point of contact throughout the planning journey.
• Help create a welcoming, informed, caring, and confident experience for clients at every step.
• Coordinate moving pieces, solve problems, and improve systems to ensure every detail is handled with care.

Job description

At Trinity Estate Planning, we believe estate planning is about much more than wills, trusts, and legal documents.

Every family that walks through our door is trusting us with one of the most personal conversations of their lives. We don't take that responsibility lightly. We approach every client relationship with care, compassion, and excellence because we believe details matter when people matter.

We're looking for a Client Services Director who wants to become a key part of our growing firm. This is a primarily remote, hybrid position that includes regular in-office days for training, client meetings, and team collaboration, with the flexibility to evolve as our firm's needs change.

This is much more than an administrative role.

You will often be the first voice prospective clients hear and one of the most consistent people they interact with throughout their planning journey. You'll help create an experience where clients feel welcomed, informed, cared for, and confident every step of the way.

You'll coordinate moving pieces, solve problems, improve systems, and ensure every detail is handled with care because the work we do today can affect families for generations.

One of the greatest compliments we receive is when clients say, "That was so much easier than I expected."

You'll play an important role in making that happen.