Client Services Coordinator

4 weeks ago


Berwick, United States Cardinal Estate Planning Full time
Job DescriptionJob Description

Cardinal Estate Planning, LLC is seeking a Client Services Coordinator (CSC) to join our team. The CSC supports the vision and mission of the law firm and serves as the director of first impressions. The CSC is responsible for providing high level coordination and administrative support, ensuring all client matters proceed through the appropriate law firm process timely. The CSC coordinates all client meetings and confirmation whiel ensuring the highest stardard of service to the firm's clients. 

Responsibilities:

  • Ensure client experience meets or exceeds client's expectations
  • First contact for all new callers to firm and enroll into workshop or initial meeting
  • Schedule, coordinate, and confirm all office appointments for staff
  • Create, update and maintain all client matters and files 
  • Real time data entry and scanning of documents to client matters
  • Handle standard firm correspondence and word processing for attorney and staff
  • Communication with attorney and staff as needed regarding all client needs and/or questions
  • Greet clients and maintain needs during onsite visits (coffee/water, etc.), organization and stocking of waiting area and conference room and preparation of conference rooms for daily client meetings

Qualifications:

  • Above average administrative/clerical/technical skills, and the ability to operate necessary office equipment and software
    • Computer, telephone, scanner, postage machine, etc. 
    • Microsoft Office Suite (Excel, Outlook, Word, Power Point)
  • Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all tasks at hand
  • Skilled at communicating verbally and in writing as appropriate for the needs of the intended audience
  • Highly developed time management, organizational, and prioritization skills
  • Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources
  • Professional level communication, interpersonal and relationship building skills. Able to listen (give full attention to what other people are saying) and be empathetic to other people
  • Ability to demonstrate aptitude for working in a sensitive environment requiring a high degree of confidentiality
  • Able to identify developmental needs of others and coach, mentor, or otherwise help others to improve their knowledge or skills
Company DescriptionCardinal Estate Planning, LLC is a boutique law firm in Berwick, Pennsylvania. The firm handles estate planning, estate administration, elder law, and associated practice areas.Company DescriptionCardinal Estate Planning, LLC is a boutique law firm in Berwick, Pennsylvania. The firm handles estate planning, estate administration, elder law, and associated practice areas.

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