Estate Planning Client Experience Navigator

Carolina Family Estate Planning; Cary (NC); On-site; USD 40,000 - 52,000; Full time

Job summary

Carolina Family Estate Planning in Cary, NC is seeking a Client Experience Coordinator to serve as a main point of contact for clients and to support the estate planning team. The role emphasizes warmth, professionalism, and meticulous attention to detail in every client interaction.

You will coordinate scheduling, gather information, and help move matters forward smoothly while maintaining accurate records and ensuring discreet handling of sensitive information in a fast-paced legal setting.

Qualifications

• 1-3+ years in a client-facing role in a professional environment.
• Genuine care for people and a 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 when handling sensitive information.
• Comfort with technology, including CRM systems and Google Workspace.

Responsibilities

• Create a high-quality client experience with welcoming, professional interactions.
• Serve as a reliable point of contact throughout the client journey.
• Keep clients informed, prepared, and supported at each stage.
• Coordinate scheduling and monitor progress to avoid delays.
• Assist with preparation of estate planning documents and maintain records.
• Support signing processes, including notarization when needed, and ensure accuracy.

Skills

Client-facing experience

Attention to detail

Strong communication

Organizational skills

Discretion with sensitive information

CRM systems

Google Workspace

Tools

CRM systems

Google Workspace

Job description

Carolina Family Estate Planning in Cary, NC is seeking a Client Experience Coordinator to serve as a main point of contact for clients and to support the estate planning team. The role emphasizes warmth, professionalism, and meticulous attention to detail in every client interaction.

You will coordinate scheduling, gather information, and help move matters forward smoothly while maintaining accurate records and ensuring discreet handling of sensitive information in a fast-paced legal setting.