Client Services Coord

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.
• Ensure every client interaction is welcomed, cared for and smooth.

Skills

Organizational skills

Communication

Empathy

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!