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DATE ADDED: Wed 17/10/2018

Sales / Client Services Coordinator

Katy, USA


Job Description

Do you enjoy working in a small office with a large impact on the community? Do you want to be an integral part of making clients' experiences memorable? Have you ever wanted to work in an office where the staff has professional yet friendly relationships with clients and the community? If you answered yes to these questions, then this may be the opportunity you are looking for!

We are a small, but busy estate planning and elder law firm deeply rooted in the community seeking the right person to become a part of our family as a Client Services Coordinator. The Client Services Coordinator is the first line of support to talk with potential clients and guide them through our intake process, so they can get the HELP and support they need. This person will primarily be required to talk with potential clients about the reason for their call, answer basic questions or pass on legal questions to an attorney, assist in the collection and input of key information into our case management system, complete all administrative duties associated with client intake and retention, communicate with existing clients on their case workflows, and maintain calendar for attorneys and staff.

The ideal candidate will have at least two to three years of administrative, legal, and/or marketing experience. A bachelor's degree in marketing or communications is a plus. Experience with Microsoft Office, exceptional interpersonal skills, great follow-through and attention to detail, outstanding organizational skills, and the ability to EFFECTIVELY multi-task. Experience working with CRM software is a plus.



  • Answer phones & engage with potential clients about estate planning process
  • Accurately input data into CRM database
  • Assist team members with opening and closing duties related to firm's educational workshops
  • Assist team members throughout sales cycle
  • Team player
  • Strong follow up and communication skills
  • Strong ability to prioritize and multitask


Company Description
We provide traditional estate planning practices with a broad, elder-centered approach to identifying and accessing quality long term care services for elderly persons whose physical or mental health may not allow them to live independently.

Role: Sales / Client Services Coordinator
Job Type:
Location: Katy,

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