Talent.com
Client Services Coordinator
Client Services CoordinatorHiring & Empowering Solutions • Strongsville, OH, US
Client Services Coordinator

Client Services Coordinator

Hiring & Empowering Solutions • Strongsville, OH, US
25 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Client Services Coordinator

Location : Strongsville, Ohio 44136

Schedule : Full-time, Monday – Friday, 8 : 00 AM – 5 : 00 PM, with 1–2 evening workshops per month

Compensation : Starting at $19 per hour, could be higher depending on experience

Benefits : 12 days PTO (earned 1 day per month), paid major holidays (Christmas, Thanksgiving, New Year’s Day, Labor Day, Memorial Day, Independence Day)

About Us

We are an estate planning and elder law firm committed to providing compassionate, client-centered services to senior citizens, individuals with special needs, and families navigating life-changing events. We take pride in guiding our clients with professionalism, integrity, and care while ensuring their experience with us is positive and meaningful.

Our team lives by our core values :

  • Compassion – Treating every client with kindness, patience, and respect.
  • Integrity – Acting with honesty and accountability in every interaction.
  • Professionalism – Maintaining excellence in service, communication, and conduct.
  • Service – Putting client needs first and ensuring their experience exceeds expectations.
  • Client-First – Ensuring that every decision and action supports the best interest of our clients.

Position Overview

We are seeking a Client Services Coordinator (CSC) who will be the first point of contact for clients and prospective clients. The CSC will lead, guide, and coordinate all client-related efforts while adhering to firm processes and ensuring specific, measurable results. The ideal candidate is dependable, detail-oriented, skilled at multitasking, and thrives in a client-focused environment.

This position requires strong PC skills, attention to detail, and coordination abilities, along with the ability to serve clients in a professional and compassionate manner.

Key Responsibilities

  • Greet clients and visitors in a warm, professional, and welcoming manner
  • Answer incoming phone calls and handle appropriately, including next steps
  • Make outgoing calls to clients and prospective clients
  • Schedule appointments and manage the firm’s calendars
  • Enter and maintain accurate data in practice management software
  • Process and record payments received
  • Maintain timely and professional communication with clients via phone, email, and written correspondence
  • Prepare client files, documents, and correspondence
  • Notarize and witness documents as needed
  • Assist with gathering client forms and supporting documents
  • Order and manage office supplies
  • Create and present statistical reports using practice management software
  • Coordinate client matters with attorneys and staff to ensure seamless service
  • Provide support to other team members with daily tasks and projects
  • Run occasional office errands, such as to the post office or courthouse
  • Assist with planning and attending firm workshops and events (1–2 evenings per month)
  • Qualifications and Skills

  • Dependability and a strong commitment to reliability
  • Ability to multitask and manage competing priorities
  • Strong attention to detail and organizational skills
  • High comfort level with handling a busy phone system and making outgoing calls
  • Strong PC skills, including Microsoft Office Suite and virtual meeting platforms
  • Ability to quickly learn and adapt to practice management software
  • Prior experience as a receptionist, administrative assistant, or in a professional office setting
  • Experience in estate planning or elder law preferred, but not required
  • Excellent communication skills—professional, clear, and compassionate
  • Strong focus on client satisfaction while adhering to firm processes and standards
  • Team-oriented attitude with a positive approach to problem-solving
  • Ability to work independently while meeting deadlines and expectations
  • Join a firm where your work truly matters—to clients, colleagues, and the community.

    Confidentiality is assured for all employment inquiries.

    Create a job alert for this search

    Client Service Coordinator • Strongsville, OH, US

    Related jobs
    F&S Service Coordinator

    F&S Service Coordinator

    Johnson Controls • Strongsville, OH, US
    Full-time
    Under general supervision, coordinates customer service requests, from initiation to service completion, and maximizes technical resource productivity and profitability by efficiently scheduling an...Show more
    Last updated: 21 days ago • Promoted
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Akron, OH, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show more
    Last updated: 24 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Stratos Wealth Partners LLC • Beachwood, OH, US
    Full-time
    Olympia Wealth & Life Management – Beachwood, OH.At Olympia Wealth & Life Management, we’re here to help you achieve more than just a job—we’re here to help you build a career that empowers you to ...Show more
    Last updated: 18 days ago
    Crisis Support Specialist

    Crisis Support Specialist

    Riveon Mental Health and Recovery Careers • Lorain, OH, US
    Full-time
    Are you looking to join a company that makes a difference? Do you want to be part of an organization with a commitment to an inclusive and supportive culture? Do you enjoy company-wide staff events...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Director

    Client Services Director

    Further • Cleveland, OH, US
    Full-time
    WE'RE HIRING! If you love data and are looking for unlimited growth opportunities, we want to talk with you about joining Further. Further is a data, cloud, and AI company whose focus is helping...Show more
    Last updated: 30+ days ago • Promoted
    Client Support Coordinator

    Client Support Coordinator

    Advatix, Inc. • Cleveland, OH, US
    Full-time
    Position SummaryServe as the primary contact for clients and customers, handling order placement, inquiries, and issue resolution through various communication channels. Enters and manages orders fr...Show more
    Last updated: 21 days ago • Promoted
    Wealth Client Services Specialist

    Wealth Client Services Specialist

    US Tech Solutions • Cleveland, OH, US
    Temporary
    Location : Hybrid (3 days in the office required & 2 days remote Brooklyn, OH 44144).Duration : 5 months contract (With possible extension). General Summary And Purpose : The purpose of this position i...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Associate

    Client Service Associate

    Catch Vibe Voice • Cleveland, OH, US
    Full-time
    Catch Vibe Voice is a dynamic and forward-thinking company dedicated to delivering exceptional solutions across industries. We pride ourselves on fostering an innovative work environment where colla...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Client Service Associate

    Sr. Client Service Associate

    Signature Estate & Investment Advisors, LLC • Cleveland, OH, US
    Full-time
    EMPLOYER : Signature Estate and Investment Advisors Inc.This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works to...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Specialist

    Client Services Specialist

    Genesis10 • Cleveland, OH, US
    Temporary
    Genesis10 is seeking a Client Services Specialist.This is a 5-month contract position with a client located in Brooklyn, OH. This role requires 3 days on-site per week.The purpose of this position i...Show more
    Last updated: 30+ days ago • Promoted
    Service Coordinator

    Service Coordinator

    Encore Strategic • Beachwood, OH, US
    Full-time
    Take the next step in your career as a Service Coordinator with a supportive team, room for career growth, and comprehensive benefits!. Ashton Solutions is a fast-growing MSP (tech support company) ...Show more
    Last updated: 30+ days ago • Promoted
    Client Relations Specialist

    Client Relations Specialist

    Rust-Oleum Corporation • USA, Ohio, Beachwood
    Full-time
    Ensure both the company and clients adhere to contract / specs.Day-to-day communication with customers / clients, answer questions, manage conflicts and collect feedback and escalate as appropriate...Show more
    Last updated: 13 days ago
    Client Service Coordinator

    Client Service Coordinator

    Banfield Pet Hospital • Medina, OH, US
    Full-time
    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team, ensures good communication with associate...Show more
    Last updated: 29 days ago • Promoted
    Operations Support Coordinator - ISS

    Operations Support Coordinator - ISS

    Smithers • Akron, OH, US
    Full-time
    Operations Support Coordinator - ISS.The Quality Assessments Division at Smithers is seeking a detail-oriented professional with strong organizational and scheduling skills to join our team as an O...Show more
    Last updated: 30+ days ago • Promoted
    Client Relations Specialist

    Client Relations Specialist

    Tremco • Beachwood, OH, US
    Full-time
    The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing guidance and advice, and providing a higher level of customer support on a sp...Show more
    Last updated: 11 days ago • Promoted
    Service Coordinator

    Service Coordinator

    PeopleSharp • Beachwood, OH, US
    Full-time
    Quick Apply
    Take the next step in your career as a Service Coordinator with a supportive team, room for career growth, and comprehensive benefits!. Ashton Solutions is a fast-growing MSP (tech support company) ...Show more
    Last updated: 30+ days ago
    Healthcare Client Services Coordinator

    Healthcare Client Services Coordinator

    Actalent • Cleveland, OH, US
    Full-time
    Healthcare Client Services Coordinator.Are you someone who thrives at the intersection of healthcare and customer service? Do you enjoy solving problems, guiding others, and making a real impact be...Show more
    Last updated: 5 hours ago • Promoted • New!
    Project Coordinator | Client Relations

    Project Coordinator | Client Relations

    The Davey Tree Expert Company • Richfield, OH, US
    Full-time +1
    OH, Richfield, 3900 Kinross Lakes Parkway, Suite 100, 44286 .The Project Coordinator plays a crucial role in ensuring the successful execution of asset management projects, serving as a key li...Show more
    Last updated: 24 days ago • Promoted