Client Services & Operations Coordinator

Cain, Cain & Janik, Estate Planners for Life™; Norman (OK); On-site; USD 36,000 - 54,000; Full time

Job summary

Cain, Cain & Janik, Estate Planners for Life™ in Norman, OK, seeks a Client Services & Operations Coordinator for a full-time on-site role. You will support clients from first contact through follow-up, coordinating schedules, maintaining records, and assisting with estate plan implementation.

Collaborating with attorneys and team members, you will help keep workflows on track, monitor deadlines, and uphold high standards of service and client satisfaction.

Qualifications

• Client-facing experience focused on building trust and long-term relationships.
• Clear, professional communication skills and ability to explain processes.
• Commitment to Customer Satisfaction with responsiveness and detail-oriented support.
• Strong organizational and time-management abilities; proficient with office software.
• Ability to work collaboratively with a professional team while maintaining confidentiality.

Responsibilities

• Coordinate schedules and manage client appointments.
• Maintain accurate client records and documentation.
• Support implementation and maintenance of estate plans.
• Assist with billing or basic financial tracking.
• Collaborate with attorneys and team to keep workflows on track and deadlines.

Skills

Client services

Communication

Customer service

Organization

Time management

Team collaboration

Discretion

Education

High school diploma

Business/Legal studies background

Tools

Office software

Client management systems

Job description

Company Description

Cain, Cain & Janik, Estate Planners for Life™, is a client-centered estate planning firm focused on creating plans that truly work in real life, not just on paper. The firm emphasizes meaningful counseling and long-term relationships, aiming to understand each client’s objectives before recommending solutions. Team members collaborate with clients to educate them on the law, organize personal and financial information, and design plans that protect families and support important causes. The firm is committed to maintaining estate plans over time so they evolve with changing circumstances and laws, and to supporting families through the estate settlement process. This approach creates a service environment that values trust, clarity, and ongoing support.

Role Description

The Client Services & Operations Coordinator is a full-time, on-site role based in Norman, OK. This position supports clients throughout the estate planning process by managing appointments, responding to inquiries, and ensuring a welcoming, professional experience from initial contact through ongoing follow-up. Day-to-day duties include coordinating schedules, maintaining accurate client records, preparing and organizing documentation, and supporting the implementation and maintenance of estate plans. The Coordinator collaborates closely with attorneys and other team members to keep workflows on track, monitor deadlines, and ensure that client communications and internal operations run smoothly. This role also contributes to process improvements, assists with billing or basic financial tracking, and helps uphold the firm’s high standards for service and client satisfaction.

Qualifications

• Client-facing experience with strong Client Services and Customer Service skills focused on building trust and long-term relationships.


• Clear, professional Communication skills, including the ability to explain processes, manage expectations, and handle sensitive information with discretion.


• Commitment to Customer Satisfaction, with an emphasis on responsiveness, follow-through, and detail-oriented support throughout the client journey.


• Basic understanding of office administrative tasks and functions.


• Strong organizational and time-management abilities, with proficiency in office software and client management systems.


• Ability to work collaboratively with a professional team, demonstrate sound judgment, and maintain confidentiality at all times.


• Prior experience in a law firm, financial services, or a professional services environment is preferred but not required.


• High school diploma or equivalent required; additional education or training in business, legal studies, or related fields is beneficial.