Client Services Coordinator - Estate Planning Office

Oath; Round Rock (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in office across Texas. The role emphasizes strong coordination, communication, and calendar management to keep client matters moving smoothly.

If you have high attention to detail, are hardworking, and enjoy a fast-paced office environment, this position offers meaningful work supporting families nationwide and the chance to grow with a supportive team.

Qualifications

• Excellent time management, problem-solving, and communication skills.
• Basic computer skills including experience with Microsoft Office
• No prior experience required
• Must have a vehicle and valid drivers license

Responsibilities

• Oversee our day-to-day office operations in Texas
• Execute other office administration tasks as assigned
• Liaise with clients, attorneys, team, and advisors as the mainline of communication
• Answering and directing phone calls
• Responding to client requests via email and telephone
• Scheduling appointments
• Preparing materials for client meetings
• Answering client questions and assisting attorneys with services
• Facilitating educational workshops and signing meetings
• Organizing and maintaining client files
• Scanning, copying, and filing of documents in an electronic file management system

Tools

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in office across Texas. The role emphasizes strong coordination, communication, and calendar management to keep client matters moving smoothly.

If you have high attention to detail, are hardworking, and enjoy a fast-paced office environment, this position offers meaningful work supporting families nationwide and the chance to grow with a supportive team.