Client Success Manager

Job Description

Job Description

Join a Mission-Driven Team Dedicated to Serving Seniors and Families

Empathetic – Client-Focused – Servant Leader – Growth Mindset – Quality-Oriented – Team Player

At Jarvis Law , we are seeking a Legal Assistant to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you.

Who We Are

Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio . This role will be based out of our Dublin office .

Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by :

• Building trust – Serving as compassionate advisors who treat clients like family.
• Providing clarity – Guiding families through complex legal matters with empathy and respect.
• Delivering excellence – Creating personalized, comprehensive legal plans with proactive communication.

We are searching for someone who is dedicated to helping others in the role of a Legal Assistant (Client Success Coordinator) . Our ideal Legal Assistant (Client Success Coordinator) will be responsible for managing a wide range of responsibilities that help to support our clients. To be successful in the role, you must be able to explain financial documents (such as IRA statements, bank account documents, life insurance policies, etc.) and the desired outcomes to the clients in an easy-to-understand vocabulary. In a manner, you will be educating our clients on various important topics. You will be working on drafting documents, gathering information about the client’s financial details, and holding meetings with clients to ensure that the correct information is in the client’s file. As our Legal Assistant, you will be in meetings with our clients talking about the important documents that you are collecting and the need to provide certain specific information. In addition, our Legal Assistant will also be responsible for clerical work regarding the client's documents. This position is an in-person role working in our Dublin office.

This position is very customer service-oriented and requires attention to detail and the understanding of how to communicate with others regarding private, sensitive information. Success in this position requires that you display a combination of efficiency, proactivity, and enthusiasm. In this role, you will be front-facing and interact with our clients daily.

Responsibilities

Qualifications

Compensation & Benefits

Why Jarvis Law?

Jarvis Law is a family-owned firm that values work-life balance, flexibility, and exceptional client service . We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and have the opportunity to grow.

If you are looking to make a meaningful impact while advancing your career in estate planning and elder law, we invite you to apply.