Job Title :
- Client Services Coordinator FLSA Exempt Status : Non-Exempt Reports to : Law Firm Leader Job Summary Join our team at Cocheco Elder Law Associates, where we guide clients through estate planning, probate, trusts, and elder care matters.
- As the Client Intake Specialist, you will play a critical role in triaging potential prospective clients, managing all client intake, and ensuring seamless communication.
- This position serves as the first point of contact for the firm, making active listening, effective communication, and professionalism key to success.
- You will also act as a backup phone responder, ensuring no client request goes unanswered.
Responsibilities Client Intake and Triage :
Handle incoming inquiries from prospective clients, assess their needs, and scheduling initial consultations based on the level of planning needed.Scheduling initial consultations, reviews and additional client meetings.Effective Communication :
Communicate clearly and professionally via phone and email, ensuring prompt and accurate responses to client inquiries.Active Listening :
Listen attentively to clients’ concerns, demonstrate empathy, and ask clarifying questions to provide the best support.Backup Phone Responder :
Serve as the backup for incoming phone calls, ensuring no calls are missed and that clients feel heard and valued.Technology Utilization :
Use Microsoft Office Suite and law firm software to manage client information, schedule appointments, and maintain records accurately.Daily Operations Support :
Assist with filing, scanning, and other administrative tasks, contributing to the smooth running of the office.Qualifications Education :
A high school diploma is required; professional certification or an associate degree is a plus.Experience :
Prior professional experience in a client-facing or administrative role is preferred.Communication Skills :
Demonstrated ability to communicate clearly, both verbally and in writing, with strong phone etiquette and professional email skills.Technical Proficiency :
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and willingness to learn industry-specific law firm software.Listening Skills :
Strong active listening abilities to understand and address client needs effectively.Team Player :
Collaborative mindset with the ability to work independently and adapt in a fast-paced environment.Work Environment At Cocheco Elder Law Associates, PLLC, we pride ourselves on fostering a supportive, team-oriented workplace where employees feel valued and empowered to grow.This role offers the opportunity to develop legal knowledge while making a meaningful impact on clients' lives.Please note :
This position involves occasional light lifting (up to 50 lbs.) and a mix of standing, sitting, and movement throughout the workday. Powered by JazzHR