Remote Client Success Liaison

Carolina Estate Planning; Winston-Salem (NC); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental & vision insurance

Employer-covered premiums for medical,

Retirement plan with employer match

Paid holidays

Paid time off

Remote with occasional office visits

Job summary

Carolina Estate Planning is seeking a personable Client Liaison to serve as the primary contact for clients, ensuring they have an exceptional experience with our firm. In this role, you will engage with clients to keep them informed, supported, and cared for while following firm procedures.

The ideal candidate listens well, builds trust, and coordinates solutions when questions or concerns arise. This remote role includes occasional office visits and a comprehensive benefits package.

Qualifications

• Love talking with people and building relationships over the phone.
• Excellent listener who makes people feel heard and understood.
• Highly organized and detail-oriented.
• Comfortable using CRM or case management systems.
• Education or work experience equivalent to a bachelor’s degree.

Responsibilities

• Build relationships and support clients daily.
• Connect with new clients after initial meeting and schedule welcome session.
• Host welcome meetings to explain how to work with our firm and how to use client tools.
• Maintain accurate customer records in our systems.
• Collect client feedback to improve service.
• Encourage clients to share their experience via online reviews.
• Communicate with the team to ensure excellent service.

Skills

Phone communication

Outgoing personality

Active listening

Empathy

Organized

Written communication

Policy adherence

Customer service

CRM systems

Bachelor's degree or equivalent

Education

Bachelor's degree or equivalent

Tools

CRM systems

Case management software

Job description

Do you love talking with people and building genuine relationships? Are you the type of person others naturally open up to because you listen well and make them feel comfortable?

Carolina Estate Planning is seeking an outgoing and personable Client Liaison who enjoys connecting with clients and ensuring they have an exceptional experience with our firm. In this role, you will serve as a primary point of contact for clients, helping them feel informed, supported, and cared for throughout their relationship with our team.

The ideal candidate enjoys meaningful conversations, is an active listener, and takes pride in delivering outstanding client service. Much of your day will involve speaking with clients, checking in on their experience, and helping coordinate solutions when questions or concerns arise. At the same time, you will follow clear policies, procedures, and systems to keep client information organized and ensure a smooth experience.

If you enjoy building trust with people, staying organized, and making a positive impact on clients’ lives, this role can be both rewarding and energizing.

Benefits include paid holidays, paid time off, health insurance coverage, dental and vision insurance, and the option to participate in our retirement savings plan with employer match. We pay 100% of the premiums for medical, dental, and vision benefits.

This is a work-from-home position with the occasional need to report to the office to assist with client meetings.

Compensation: $50,000 yearly plus performance based incentive compensation

Qualifications

• You may be a great fit for this role if you:
• Love talking with people and building relationships over the phone.
• Are naturally outgoing, personable, and professional.
• Are an excellent listener who makes people feel heard and understood.
• Have strong empathy and enjoy helping others solve problems.
• Are highly organized and detail-oriented.
• Communicate clearly and professionally, both verbally and in writing.
• Are comfortable following established policies, procedures, and workflows.
• Have experience in customer service, client relations, hospitality, medical offices, or another people-focused role.
• Are comfortable using technology, including CRM or case management systems.
• Have education and/or work experience equivalent to a bachelor’s degree.
• People who thrive in this role typically enjoy talking with people throughout the day, building trust with clients, and helping others feel supported. Candidates who prefer minimal phone interaction or limited client communication may not enjoy this position.
  
  

Responsibilities

• In this role, you will spend your days building relationships and supporting clients. You will:
• Connect with new clients after their initial meeting to introduce yourself and schedule their welcome session.
• Host welcome meetings that help clients understand how to work with our firm and how to use client tools.
• Build strong relationships with clients through regular check-ins and conversations.
• Serve as a trusted point of contact for clients who have questions, concerns, or feedback.
• Listen carefully and respond thoughtfully when clients need assistance or express concerns.
• Coordinate with the appropriate team members to help resolve client issues.
• Maintain accurate and up-to-date client records in our systems.
• Collect client feedback through surveys and conversations so we can continually improve our service.
• Encourage satisfied clients to share their experience through online reviews.
• Maintain relationships with past clients through outreach calls and follow-up conversations.
• Communicate regularly with the team to ensure every client receives excellent service.