Client Services Coordinator

WizeHire, Inc; Naples (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid vacation/holidays/PTO

IRA contribution by the firm

Health Insurance stipend

Job summary

The Client Services Coordinator at WizeHire, Inc. will ensure top-tier client relationships, respond to inquiries swiftly, and manage communication and reporting. You will handle scheduling and gather client feedback to address concerns.

The role emphasizes initiative, with preferred experience in estate planning, trust administration, and probate, and operates in an in-office full-time setting.

Qualifications

• Experience in client services for professional services is preferred.
• Ability to take initiative with minimal hand-holding.
• Strong communication and organizational skills.

Responsibilities

• Maintain the client relationship at the highest level and respond to needs in a timely manner.
• Manage client communication and related reporting, scheduling, and feedback.
• Coordinate scheduling and address client concerns with professionalism.

Skills

Client communication

Relationship management

Time management

Initiative

Tools

Microsoft Word

Outlook

Adobe

Calendly

Actionstep

HubSpot

Zoom

Teams

Job description

Do you want to change your life and the lives of others through your work?

We are an Estate Planning firm on track for aggressive growth. We need an experienced Client Services Coordinator to join our team, working directly with the attorney to serve clients.

We help clients be in a better life position, with an exciting future, and knowing that they have a team behind them that is invested in caring for them and their families.

We are growing fast, and we need a Client Services Coordinator who can hit the ground running. We love to help people learn and grow and value long-term relationships. We prefer an experienced team member in the area of estate planning, trust administration, and probate. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding.

Full-time

Inquiries will be kept highly confidential.

Benefits:

• Paid vacation/holidays/PTO
• IRA contribution by the firm
• Health Insurance stipend

Reasons to work at the Firm:

• Bonus opportunity
• The ability to grow personally, professionally, and financially with a local development firm
• You get to work for an owner who values and emphasizes a healthy work-life balance
• Work for a firm that values your input, listens to your ideas, and works with you to help awesome clients achieve their goals
• No late nights or weekends
• Wonderful and loving colleagues to work with
• You will be working with loving clients

The Client Services Coordinator

The Client Services Coordinator is responsible for making sure the client relationship is maintained at the highest level, ensuring all client needs and questions are responded to in a timely manner. The Client Services Coordinator is also responsible for all client communication and related reporting, including scheduling, compiling compliments, and/or addressing concerns.

System, you must know how to use

• Microsoft Word, Outlook
• Adobe
• Calendly

Systems that would make you a Pro if you know how to use them

• Actionstep
• HubSpot
• Zoom
• Teams

This is a full-time job in the office, with benefits. During the first 90 days of employment, the pay will be $22/hour, with opportunities for an increase after that. There is an opportunity for bonus compensation.