Client Services Coordinator

Indiana Estate & Elder Law; Fishers (IN); On-site; USD 33,000 - 37,000; Full time

Job summary

Indiana Estate & Elder Law in Fishers, IN seeks a full-time Client Services Coordinator to manage file processing, administrative coordination, and direct client interaction. You will support multiple departments, greet clients, take payments, and ensure timely progress of matters, with occasional travel to our Franklin office.

The role emphasizes organization, multi-tasking, and superior client service in a fast-paced environment, with flexible evening appointment potential and a

Qualifications

• The ideal candidate will have strong organizational and time-management abilities.
• Ability to juggle multiple tasks with accuracy and efficiency.
• Excellent phone etiquette and client communication skills.
• Attention to detail and a commitment to precise data entry and scheduling.
• Proficiency with standard software and the ability to learn new systems (Clio).

Responsibilities

• Process, organize, and maintain client files throughout the firm’s workflow.
• Serve as a hands-on support and liaison between departments.
• Coordinate information and tasks to keep client matters moving.
• Manage high-volume calls for new client intake, scheduling, and inquiries.
• Schedule appointments and greet/seat clients professionally.
• Process client payments accurately.
• Update client notes in the Clio database.
• Travel occasionally to the Franklin office to support meetings.
• Assist with administrative tasks and support other Client Services functions as needed.

Skills

Organizational skills

Time management

Multi-tasking

Attention to detail

Phone presence

Written communication

Verbal communication

Critical thinking

Data entry

Computer skills

Willingness to learn

Calm under pressure

Client service

Team player

Tools

Clio

Job description

Great opportunity to join a growing estate and elder law firm!

We have wonderful clients, and we love what we do. Part of the reward of our work is the appreciation we receive from clients for the assistance we provide during a critical time in their lives.

We believe that “egos are checked at the door.” Every member of our team plays an important role in creating an exceptional client experience. We support one another, work together, and treat our clients—and each other—with kindness, professionalism, and respect.

Position Overview

We are seeking a full-time Client Services Coordinator to join our busy practice. This is a multi-faceted role that combines hands-on file processing, administrative coordination, and significant client interaction.

The Client Services Coordinator works closely with the Client Services, Funding, and Drafting Departments to coordinate information, documents, scheduling, and other tasks necessary to keep client matters moving forward. This position is often the hands-on person behind the scenes making sure files are complete, organized, and progressing as they should.

At the same time, this is a highly client-facing role. Responsibilities include answering phones, scheduling appointments, greeting and seating clients, taking payments, and responding to client inquiries.

Success in this position requires someone who can manage multiple moving parts, prioritize competing demands, stay organized, and maintain accuracy and professionalism throughout the day.

Essential Job Functions

• Process, organize, and maintain client files throughout the firm's workflow.
• Serve as a hands-on support person and liaison between the Client Services, Funding, and Drafting Departments.
• Coordinate information, documents, and tasks between departments to keep client matters moving.
• Manage high-volume incoming calls for new client intake, scheduling, and existing client inquiries.
• Triage and transfer calls to the appropriate team members.
• Schedule client appointments and meetings accurately and efficiently.
• Provide a warm, professional, and welcoming experience for clients, including greeting and seating clients.
• Process client payments accurately.
• Update client notes and information in our client management database, Clio.
• Process mailings and handle file creation and maintenance.
• Manage multiple concurrent tasks while maintaining accuracy and attention to detail.
• Identify priorities, anticipate next steps, and follow through to ensure tasks are completed.
• Assist with administrative tasks and support other Client Services functions as needed.
• Travel occasionally to our Franklin office to support client meetings and other office needs.

What We're Looking For

We are looking for a team player who can move comfortably between file processing, administrative tasks, and client interaction throughout the day.

The ideal candidate will have:

• Exceptional organizational and time-management skills.
• The ability to prioritize and manage multiple competing tasks and deadlines.
• Strong attention to detail and commitment to accuracy.
• Excellent phone presence and genuine enthusiasm for client communication.
• Outstanding written and verbal communication skills.
• Strong critical-thinking and problem-solving abilities.
• Accurate scheduling and data-entry skills.
• A professional, kind, positive, and team-oriented demeanor.
• Consistent punctuality and dependability.
• Proficient computer skills and the ability to learn new systems.
• A willingness to learn and accept training from all team members.
• The ability to remain calm, flexible, and organized in a busy, fast-paced environment.
• A commitment to providing impeccable client service.

Schedule, Location and Job Details

This is a full-time position primarily based in our Fishers office, with occasional travel to our Franklin office a couple of times per month to support client meetings and other office needs.

The ideal candidate will be comfortable with either a traditional work schedule or an alternative schedule that supports evening appointments on Mondays and Wednesdays. While evening availability is not required, flexibility to accommodate evening appointments is a definite plus.

Job Type: Full-time

Pay: $33,000–$37,000 per year