Client Services Coordinator

• 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.

• 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.

Cocheco Elder Law