Client Services Director

Rasmussen Law, PLLC; Apex (NC); On-site; USD 55,000 - 65,000; Full time

Job summary

Rasmussen Law, PLLC in Apex, North Carolina seeks a Client Services Director to lead the client experience from first contact through plan signing and ongoing relationships. You will oversee intake, scheduling, and communications workflows, leveraging technology and automation to streamline the client journey.

The Director will mentor staff and collaborate with attorneys and paralegals to keep matters on track.

Qualifications

• Experience in client services, client relations, sales, or operations management.
• Proven leadership experience managing a team.
• Strong technology skills with scheduling, automation, AI, and workflows.
• Excellent client-facing communication and professionalism.
• Confident phone presence and warm consultations.
• Strong organizational and process-improvement skills.
• Full-time on-site availability in Apex, NC.
• Bachelor's degree preferred; commensurate experience considered.

Responsibilities

• Lead client intake and manage scheduling and communication workflows.
• Leverage technology and automation to streamline the client experience.
• Supervise client services staff and coordinate with attorneys and paralegals.
• Develop and refine client service processes and AI integration.
• Support referral networks and community relationships.
• Contribute to firm development initiatives and workplace culture.

Skills

Client services

Leadership

Technology proficiency

Communication skills

Phone consultations

Organizational skills

Education

Bachelor's degree preferred

Tools

Scheduling software

Automation tools

AI tools

Workflow software

Job description

Company Description Rasmussen Law, PLLC is an estate planning firm based in Apex, North Carolina, focused on helping individuals and families protect their assets and plan for the future. The firm provides personalized legal services in estate planning and probate, emphasizing clear communication, tailored solutions, and the use of modern technology to deliver a seamless client experience. As a high-tech firm, Rasmussen Law, PLLC embraces innovative tools and automation to work more efficiently and serve clients better. The firm values professionalism, integrity, and client-centered counsel in all aspects of its practice. Team members collaborate closely to deliver efficient, high-quality legal support in a welcoming environment.

Role Description The Client Services Director will lead the firm's client experience from first contact through plan signing and ongoing client relationships. Day-to-day responsibilities include overseeing client intake, managing scheduling and communication workflows, leveraging technology and automation to streamline the client experience, and making sure clients feel informed and supported at every stage of their estate planning. The Director will supervise and mentor client services staff and coordinate closely with attorneys and paralegals to keep matters moving on schedule. This is a full-time, in-person role based in Apex, NC. The position also involves developing and refining client service processes, leading software selection and AI integration, tracking client satisfaction, supporting referral and community relationships, participating in firm development initiatives, and supporting a positive workplace culture. Salary range $55-$65,000 DOE.

Qualifications

• Demonstrated experience in client services, client relations, sales, or operations management.
• Proven leadership experience, including supervising, training, and motivating a team to deliver consistent, high-quality service.
• Strong technology skills, including comfort with scheduling, automation, AI, workflows and other business software, and the ability to quickly learn and adopt new tools and systems.
• Excellent client-facing skills, including clear written and verbal communication, empathy, and the ability to guide clients through sensitive family and financial conversations with professionalism and discretion.
• Confident phone presence, including handling incoming calls, returning messages promptly, and conducting phone consultations with warmth and professionalism.
• Strong organizational and process-improvement skills, with attention to detail and the ability to manage multiple projects, deadlines, and priorities efficiently.
• Full-time availability to work on-site in our Apex, NC office, with a commitment to collaboration and responsiveness.
• Bachelor's degree preferred, however commensurate experience or skills in business, organizational management, sales, law, communications, or other related field will also be considered.