Client Services & Operations Coordinator

Oath; Portland (ME); On-site; USD 38,000 - 50,000; Full time

Job summary

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in Maine. You will oversee daily office operations, liaise with clients and attorneys, handle calls and emails, schedule meetings, and manage client files with care.

No prior experience is required, and you will contribute to educating clients through workshops and meetings, supporting our mission nationwide.

Qualifications

• Excellent time management, problem-solving, and communication skills.
• Basic computer skills including experience with Microsoft Office.
• No prior experience required.

Responsibilities

• Oversee day-to-day office operations in Maine.
• Liaise with clients, attorneys, team, and advisors as the mainline of communication.
• Answering and directing phone calls and responding to client requests via email and telephone.
• Scheduling appointments and preparing materials for client meetings.
• Organizing and maintaining client files and scanning/copying documents.

Skills

Time management

Problem-solving

Communication

MS Office

Tools

Microsoft Office

Job description

Oath is seeking a Client Service Coordinator to organize our attorneys, advisors, clients, and team in Maine. You will oversee daily office operations, liaise with clients and attorneys, handle calls and emails, schedule meetings, and manage client files with care.

No prior experience is required, and you will contribute to educating clients through workshops and meetings, supporting our mission nationwide.