Legal Client Experience Coordinator

DGVE law, LLCHingham, MA, US

4 days ago

Job type

Full-time

Job description

Job Description

FT MON-THURS 9AM-6PM ON SITE (NOT REMOTE)

SMALL LAW FIRM EXPERIENCE REQUIRED - NOT ENTRY LEVEL

HIGH TECH - ALL MAC (NO PC)

Who You Are

You are a poised, kind, emotionally intelligent, systems-minded client relationship manager.

You answer phones and make outgoing calls, conduct legal case intake, schedule attorney-client appointments, greet clients and other professional visitors to the office, and help manage task completion for all client matters in progress. From start to finish, you are responsible for client relationship management.

You triage complex client needs and requests with grace, and ensure that their legal matters stay on track. You remain calm under pressure, bring good energy to a team, and understand that every client touchpoint reflects and affects our firm’s reputation.

You are organized, easily able to prioritize and manage your own workload, including a wide variety of deadline-driven and project-related tasks. You are client-oriented and understand the impact of tone, timing, and clarity on people seeking our professional guidance for their highly personal legal matters.

This is not an entry-level role. This role requires discretion, mature judgment, an understanding of how wills, trusts, and estates impact families, and a desire to assist client families through the years.

You may enjoy and thrive in this role if you :

naturally and readily communicate clearly, tactfully, and warmly in person, by phone, and in writing
know how to protect confidential information and reassure clients
are curious and resourceful, seeking out new information and using it to approach your job responsibilities
thrive on taking ownership of your role as an integral member of a highly interconnected team, not just checking boxes to complete your own tasks independently
stay calm, respond constructively, and adapt readily when things shift quickly
understand how the energy you bring to our office affects our team and the clients we serve
seek and respond positively to constructive feedback, staying open to opportunities for continued growth and improvement
are comfortable respectfully and appropriately challenging ideas and suggesting improvements

Compensation & Benefits

We believe the compensation you earn should reflect the value you deliver, and we structure it that way.

Your compensation will be commensurate with your experience, skills, and demonstrated effectiveness in your role in our firm.

All new hires receive clear direction and expectations for role-specific responsibilities, training materials and resources, have opportunities for hands-on training, and receive regular feedback with weekly check-ins to review performance to date.

After each 30 days during the initial, 90 day Introductory period, we review performance together using clear, objective success metrics (e.g., communications, accurate and timely task completion, calendar management, and client feedback).

Your compensation may increase quickly if you demonstrate excellence and accountability in your role in our firm.

We understand and appreciate why some candidates want to see exact numbers before applying, however, we’ve found that the best long term fit tends to be the candidate who wants to earn fair market, competitive compensation, for doing a great job in a role the candidate finds intrinsically fulfilling . We are fully transparent about our expectations, onboarding and training, and the path to success here during interviews.

In addition to your base, biweekly pay, we offer :

health insurance (medical, dental, vision, basic life)

401(k) with employer contributions

paid time off and holidays

performance-based bonuses and raises

4-day workweek (Fridays off, always)

free parking

beautiful, comfortable light-filled office

opportunity for professional development within our team on either paralegal or operations career tracks

Responsibilities :

What You'll Be Doing Here

You will serve as our boutique estate planning and probate law firm’s first, most highly visible, and consistent point of contact for clients, from the first call to the matter closing and beyond. You will earn and keep our clients’ trust, creating a warm, positive, lasting impression.

Your core job responsibilities include :

promptly and professionally answering or returning all communications to our firm, by phone, text, email, or letter

conducting all initial lead intake and performing initial case screenings

receiving all visitors to our office with warmth and poise

managing the firm’s calendar and scheduling logistics

accurately entering and updating relevant client and matter information into our system and assisting our team with tracking deadlines, providing regular matter status updates, and ensuring that we are delivering on the promises we make to clients

maintaining high standards of discretion and protecting client confidentiality

actively participating in regular, collaborative team meetings to share observations and suggestions for improving our internal systems and clients’ experience

documenting and refining systems and processes within your core job responsibilities

Qualifications :

Skills & Experience That Will Help You Thrive Here

3+ years on site work experience in a small to mid-sized law firm

baseline familiarity with wills, trusts, estates, and probate law

keen attention to detail and strong follow through with a high degree of accuracy

experience handling and safeguarding sensitive and confidential client information

excellent written and verbal communication skills

ample practical experience with law firm calendar management and appointment scheduling

highly proficient user of : Mac computers, Microsoft Office Suite, Gmail, Adobe, and Slack

experience using a law practice management software program (CRM)

About Company

DGVE law is a small, Massachusetts wills, trusts, & estates law firm located on Boston's South Shore.

Ours is a team of professionals dedicated to using each of our unique skills and talents to help clients to the best of our abilities. We have high standards and are proud of our commitment to providing top-notch service with heart. We bring our full selves into our office, approaching our work with purposeful dedication.

We value each of our team members and invest in our success by offering opportunities for personal and professional growth. The subject of our work is heavy, but we lighten the mood regularly with funny memes, quotes from movies and shows, songs, and inside jokes.

We work on-site in our comfortable offices due to legal requirements and because of the value clients place on face-to-face interactions. Then we go home to enjoy our personal lives while they enjoy theirs, prioritizing work-life balance.

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