Client Relationship Coordinator

1 week ago


Newburyport, Massachusetts, United States Law Mom Full time
About the Role

Law Mom is seeking a highly organized and detail-oriented Client Relationship Coordinator to join our team. As a key member of our team, you will be responsible for providing exceptional client service, ensuring seamless daily operations, and supporting the development of office policies and procedures.

Key Responsibilities
  • Client Support: Greet clients with warmth and professionalism, answer calls, schedule appointments, and manage front office communications.
  • Liaison with Office Manager: Serve as a bridge between the office manager and other team members to ensure smooth daily operations, including tracking office supplies and handling administrative tasks.
  • Policies and Procedures: Collaborate with the office manager and leadership team to develop, refine, and implement office policies and procedures to ensure consistency and efficiency across operations.
  • Flexibility: Be flexible and able to step into various roles as required, whether assisting with client inquiries, supporting the legal team, or covering for colleagues during busy periods or absences.
  • Document Management: Ensure the accuracy of documents and notify the legal team of any corrections or issues that arise, organize legal documents into client binders with attention to detail, following specific systems and procedures.
Requirements
  • Exceptional Organizational Skills: Proven ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.
  • Technical Proficiency: Proficient in Microsoft Word, Excel, Adobe, and experience handling PDFs, excellent computer and technology skills with the ability to manage digital files and cloud-based systems.
  • Communication Skills: Friendly, professional demeanor with strong client service skills, excellent verbal communication and interpersonal skills for client and team interactions.
  • Notary License: Notary license (or willingness to become a notary).
  • Integrity: High level of integrity, respecting client confidentiality at all times.
Benefits
  • Competitive Salary: Starting rate: $22.60 - $24.50 with potential for a pay increase based on key performance indicators (KPIs).
  • Bonus Compensation: Opportunity for bonus compensation based on firm profitability.
  • Benefits Package: Potential for benefits based on performance and tenure.
About Law Mom

We are driven by a commitment to providing 5-star client care, prioritizing personalized, compassionate service that ensures every client feels heard, empowered, and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in educating our clients, helping them make informed decisions about their estate planning. As a team, we work together with a focus on innovation, always seeking creative solutions to meet our clients' unique needs.



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