Client Relations Coordinator
Job Posting for Client Relations Coordinator at eLegacy
eLegacy Law is an ambitious, virtual estate planning law firm that serves clients across multiple states. We are client-driven and seek to deliver the best service while cultivating a professional and fun work environment. As a market disrupter in the legal industry, we are eager to find individuals who are ready to grow and be challenged.
We are seeking a professional and caring individual to join our team as Client Relations Coordinator. This individual will be responsible for creating a warm, welcoming environment for clients as their first point of contact and as a liaison between clients and their attorney-led team. He or she will be responsible for fielding questions from clients and relaying important information internally to team members. An essential function of this role is to oversee all matters for their team to ensure that individual matters are progressing through our 5-step Estate Planning process as expected.
The ideal candidate has strong customer service experience, effective communication skills and a desire to exceed expectations and play a pivotal role in the client experience. Responsibilities also include cultivating a positive company culture, helping paralegals and attorneys prepare for client meetings, maintaining internal scheduling systems, and performing general clerical tasks.
Job Duties
We are seeking a professional and caring individual to join our team as Client Relations Coordinator. This individual will be responsible for creating a warm, welcoming environment for clients as their first point of contact and as a liaison between clients and their attorney-led team. He or she will be responsible for fielding questions from clients and relaying important information internally to team members. An essential function of this role is to oversee all matters for their team to ensure that individual matters are progressing through our 5-step Estate Planning process as expected.
The ideal candidate has strong customer service experience, effective communication skills and a desire to exceed expectations and play a pivotal role in the client experience. Responsibilities also include cultivating a positive company culture, helping paralegals and attorneys prepare for client meetings, maintaining internal scheduling systems, and performing general clerical tasks.
Job Duties
- Welcome and complete intake of new clients and serve as the first point of communication
- Act as liaison between clients and their legal team and guide clients through the estate planning process
- Create, manage, and update legal files and case statuses in a case management system
- Maintain weekly contact with clients and schedule appointments on multiple calendars
- Assist in billing and posting client payments
- Assist in compilation of weekly reports and audit of client files
- Ability to prioritize tasks while overseeing multiple client matters
- Other projects and duties as assigned
- 2 years of customer service or related experience in a professional office environment
- Capable of maintaining strict privacy and confidentiality standards
- Excellent verbal and written skills using phone, text, and email communications
- Friendly disposition and helpful attitude
- Able to learn new computer software quickly
- Detail-oriented
- Self-motivated and enthusiastic about learning new things
- Ability to work independently and stay on task
- Good organizational and time-management skills
- Legal experience a plus, but not required
- $20.00 per hour DOE
- 36-40 hours per week. Regular hours will be Monday-Thursday 8am-5pm and Friday 8am – 2:30 pm.
- Paid Holidays, Vacation and Personal/Sick time, Supplemental Insurance, 401k with Employer Match. Additional benefits discussed during interview.
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