Estate Planning Client Care Specialist

Carolina Family Estate Planning; Cary (NC); On-site; USD 25,000 - 30,000; Full time

Job summary

Carolina Family Estate Planning in Cary, NC seeks a Client Experience Coordinator dedicated to treating clients with care and respect throughout their estate planning journey. The role emphasizes warm welcome, clear communication, and reliable follow-through, working closely with the legal team to keep matters moving smoothly.

Ideal candidates have 1–3+ years in client-facing roles in professional settings, strong organizational skills, and proficiency with CRM systems and Google Workspace.

Qualifications

• 1–3+ years of experience in a client-facing role in a professional environment.
• Genuine care for people and desire to create a positive experience for others.
• Strong attention to detail and follow-through.
• Clear, professional communication skills.
• Ability to stay organized and manage multiple priorities.
• Sound judgment and discretion with sensitive information.
• Comfort with technology, including CRM systems and Google Workspace.

Responsibilities

• Welcome clients into the office with professionalism, warmth, and attention to detail.
• Serve as a consistent, reliable point of contact throughout the client experience.
• Ensure clients feel informed, prepared, and supported at each stage.
• Handle interactions with care, discretion, and respect for the nature of the work.
• Proactively follow up with clients to gather information and documentation.
• Coordinate scheduling with accuracy and efficiency; keep matters moving forward.

Skills

Client-facing

Attention to detail

Clear communication

Organization

Discretion

Tech-savvy

Tools

CRM systems

Google Workspace

Job description

Carolina Family Estate Planning in Cary, NC seeks a Client Experience Coordinator dedicated to treating clients with care and respect throughout their estate planning journey. The role emphasizes warm welcome, clear communication, and reliable follow-through, working closely with the legal team to keep matters moving smoothly.

Ideal candidates have 1–3+ years in client-facing roles in professional settings, strong organizational skills, and proficiency with CRM systems and Google Workspace.