Client Services Coord

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

The Parents Estate Planning Law Firm is an estate planning law firm focused on the estate planning needs of young families and empty nesters. We are looking for a Client Experience Coordinator to join our collaborative team. Are you someone who wants to be part of a growing firm, where your voice is heard, and your input and ideas are welcomed? If yes, this opportunity is for you!

Are you a highly organized, personable, and detail-oriented individual who loves helping people and keeping things running smoothly? Our growing estate planning law firm is looking for a Client Experience Coordinator to ensure that every client interaction—from the very first contact— is handled with care, warmth, and professionalism.

In this role, you’ll support clients as they begin the important step of protecting their children and planning for their future. You’ll help schedule appointments, guide clients through next steps, answer questions with empathy, and ensure every family feels welcomed, supported, and cared for from their very first interaction.

This Role Is a Great Fit If You

• Enjoy helping families and making people feel at ease.
• Are organized, reliable, and great at multitasking.
• Enjoy creating a smooth, positive experience for others.
• Enjoy variety and like to be kept busy!

Compensation: $48,000 - $52,000 yearly