Client Services Coordinator: Expert Office & Scheduling

Oath; Plano (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Oath Law & Oath Planning in Plano seeks a Client Service Coordinator to organize attorneys, advisors, clients, and team in office. You will liaise with clients and attorneys, answer calls and emails, schedule meetings, and prepare materials for client meetings.

Excellent time management, communication skills, and basic Microsoft Office know-how are essential. No prior experience is required, and a valid driver’s license is needed to support site operations.

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 driver's license.

Responsibilities

• Oversee our day-to-day office operations in Plano
• 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

Skills

Time management

Problem-solving

Communication

Microsoft Office

Driver's license

Job description

Oath Law & Oath Planning in Plano seeks a Client Service Coordinator to organize attorneys, advisors, clients, and team in office. You will liaise with clients and attorneys, answer calls and emails, schedule meetings, and prepare materials for client meetings.

Excellent time management, communication skills, and basic Microsoft Office know-how are essential. No prior experience is required, and a valid driver’s license is needed to support site operations.