Client Services Coordinator – Estate Planning Growth

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

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.