Client Experience Coordinator
Description
Are you a people-person who loves creating meaningful experiences and lasting impressions? The Parents Estate Planning Law Firm is looking for a Client Experience Coordinator to join our team. In this role, you’ll ensure that every client interaction—from first contact to lifelong relationship—is handled with care, warmth, and professionalism.
Your Role
As our Client Experience Coordinator you will play a key part in shaping how clients experience our firm every step of the way. You’ll support intake, nurture client relationships, coordinate events, and help ensure every client feels seen, supported, and appreciated.
Responsibilities
- Client Intake Support:
- Assist prospective clients during their initial contact with the firm.
- Schedule consultations and gather relevant intake information with empathy and professionalism.
- Ensure potential new clients have a smooth and welcoming introduction to our firm.
- Client Relationship Management:
- Maintain regular contact with clients throughout their lifetime with our firm.
- Track and manage client milestones in our CRM system; birthdays, anniversaries.
- Client Engagement & Reviews:
- Coordinate client check-ins, satisfaction surveys, and Google review requests.
- Help develop creative ways to stay engaged with clients after their planning is complete.
- Support client appreciation and referral programs.
- Event Coordination & Attendance:
- Assist with planning, promoting, and attending firm-hosted workshops, webinars, and appreciation events.
- Manage event logistics, and on-site coordination.
- Attend events, answer questions and be available to schedule appointments
- Administrative Support:
- Provide general administrative and office support to ensure smooth operations.
- Provide backup reception support
- Assist with marketing and communication tasks as needed.
- Client Intake Support:
Qualifications
- 4 year college degree.
- 1-2 years experience in professional office setting.
- Strong customer service, hospitality or sales experience.
- Exceptional interpersonal and communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office.
- A positive, team-oriented attitude and a genuine desire to help people.
Compensation
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Retirement plan with employer contribution.
- Paid time off and holidays.
- Professional development opportunities.
- Collaborative and supportive work environment.
To Apply:
Please send an email with “[Insert Your Name] is Your Next Client Experience Coordinator” in the subject line and attach the following documents in PDF format only to: jobs@parentsestateplanning.com .
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- A cover letter containing the following:
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Your salary requirements.
- Your resume
- Your referenc
- A cover letter containing the following:
