Client Services Coordinator - Sales Focus

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Do you thrive in conversations that matter? Are you energized by helping people navigate complex decisions with clarity and confidence? At Your Legacy Legal Care, we believe estate planning is more than paperworkits peace of mind. Were seeking a Client Services Coordinator who brings empathy, insight, and a results-driven mindset to every client interaction.

This is a sales-forward role designed for someone who can build trust, uncover needs, and guide potential clients toward meaningful solutions. If youre a natural communicator with a strategic edge, we want to meet you.

Primary Responsibilities

• Lead Initial Consultations : Host engaging, informative meetings with prospective clients exploring estate planning options.
• Educate & Empower : Clearly explain our service packages, tools, and pricinghighlighting benefits and addressing concerns with confidence and care.
• Guide Decision-Making : Use our structured meeting outline to uncover client goals, identify barriers, and offer tailored solutions that move them forward.
• Collaborate Across Teams : Ensure smooth handoff of client information to attorneys and support staff for next steps in the planning process.
• Track Engagements : Maintain accurate records of meetings, follow-ups, and client progress in our CRM system.

Required Qualifications

• Proven ability to build rapport and guide clients through decision-making processes.
• Strong verbal and written communication skills, with the ability to simplify complex legal concepts.
• Detail-oriented approach to note-taking and documentation.
• Familiarity with the legal or financial services industry preferred.
• Strategic mindset with a focus on outcomes and client satisfaction.
• Ability to manage multiple client engagements with professionalism and care.
• 2+ years of client-facing experience in a professional services environment (legal, financial, healthcare, or similar).

Compensation and Benefits

We offer a competitive compensation package, including :

• 401(k) retirement plan
• Health insurance (medical, life, short- and long-term disability)
• Vision and dental insurance
• Optional supplemental life coverage
• Supportive, collaborative work environment with a clear mission and values

Work Environment

This is an on-site position based in our Clear Lake office. You will be part of a close-knit team that values transparency, empathy, and excellence in every client interaction.

If you are passionate about helping others, confident in your ability to guide meaningful conversations, and ready to contribute to a growing firm with purposewe invite you to apply.