Estate Planning Client Success Navigator

Bluegrass Stream LLC; Winston-Salem (NC); Presencial; USD 52.000 - 67.000; Jornada completa

Descripción de la vacante

Bluegrass Stream LLC in Winston-Salem, NC seeks a Client Services/Intake Advisor for estate planning and probate services. You will meet with prospective clients, explain services (not legal advice), assess needs, and guide them through engagement.

You will maintain CRM records, manage intake steps, and hand off to the legal team while following up with prospects and former clients to maintain momentum. This role emphasizes empathy, strong communication, and careful documentation to ensure a

Formación

• Strong interpersonal and communication skills to build trust.
• Empathetic, client-focused approach to sensitive topics.
• Ability to manage intake details and guide clients through steps.
• Proficiency with CRM tools and accurate documentation.
• Professional judgment and clear understanding of the role's limitation (no legal advice).

Responsabilidades

• Meet with prospective clients to discuss estate planning or probate needs.
• Assess client situations and determine appropriate next steps.
• Clearly explain how the firm's services can support clients (no legal advice is provided).
• Guide clients through the engagement process.
• Follow up with prospects and former clients to maintain momentum.
• Manage client process through hand-off to the legal team.
• Maintain accurate, up-to-date records in the CRM system.

Conocimientos

Interpersonal skills

Trust-building

Empathy

Intake management

Professional judgment

Herramientas

CRM software

Descripción del empleo

Bluegrass Stream LLC in Winston-Salem, NC seeks a Client Services/Intake Advisor for estate planning and probate services. You will meet with prospective clients, explain services (not legal advice), assess needs, and guide them through engagement.

You will maintain CRM records, manage intake steps, and hand off to the legal team while following up with prospects and former clients to maintain momentum. This role emphasizes empathy, strong communication, and careful documentation to ensure a