Client Services Coordinator

Job Description

Job Description

ABOUT THE FIRM

We are an established, busy, fast-paced estate planning and elder law firm dedicated to helping families protect their assets, plan for the future, and navigate the complexities of aging with dignity. Our Peachtree City office serves clients throughout Fayette County and the southern Atlanta metro area.

We pride ourselves on delivering compassionate, client-centered legal services in a warm and professional environment. Because clients trust us with some of the most important decisions of their lives, we seek exceptional talent and invest in our team accordingly – offering above-market compensation because we believe the best clients deserve the best people.

POSITION OVERVIEW

The Client Services Coordinator is the face of our firm – the first voice a caller hears and the first smile a visitor sees. This dual-purpose role blends front-desk reception with client intake coordination, making it essential to our ability to deliver an exceptional client experience from the very first interaction. The ideal candidate is warm, organized, detail-oriented, and genuinely enjoys helping people during what can be a stressful and emotional time in their lives.

HOW TO APPLY

We set the bar high because clients deserve nothing less – and we back that expectation with compensation and a work environment to match. If you are someone who takes pride in making every interaction count, we want to hear from you. Please submit a resume and a brief cover letter explaining why you are drawn to this role and what makes you a great fit for a client-facing position in an estate planning and elder law firm.

COMPENSATION BENEFITS

• We believe exceptional client experiences start with exceptional team members. That’s why we intentionally offer above-market compensation – we are looking for the very best, and we are willing to invest in top talent:
• Hourly Pay: $20 – $25 per hour, depending on experience and qualifications
• Monthly Team Bonus: $500 – $1,000 per month based on the firm’s monthly performance
• 401(k) Retirement Plan with employer match
• Health Insurance: The firm contributes toward medical insurance premiums
• Work-Life Balance Schedule: 8:45 AM – 4:1520 PM, Monday through Friday – designed to support working parents and promote a healthy work-life balance
• Paid Time Off and paid holidays
• Professional development and continuing education opportunities
• Supportive, team-oriented work environment in a well-appointed Peachtree City office

SCHEDULE & WORK ENVIRONMENT

• Full-time, Monday through Friday, 8:45 AM – 4:15 PM (in-office; this is not a remote position)
• Responsible for opening and closing the office each business day
• Professional office setting with regular client interaction in person and by phone
• Our firm values work-life balance and has adopted a schedule giving our team members more time with their families

$20 - $25 hourly

ESSENTIAL DUTIES RESPONSIBILITIES

Reception & Office Operations

• Open and close the office each business day, ensuring the reception area is welcoming, organized, and fully stocked with refreshments
• Answer a multi-line telephone system; route calls to appropriate case managers and staff members
• Retrieve voicemail messages promptly and return calls from clients and prospective clients
• Greet clients and visitors at the door, offer refreshments, and escort them to meeting areas
• Process incoming and outgoing mail and coordinate deliveries as needed

Client Intake & Lead Qualification

• Serve as the firm’s first point of contact for all prospective clients, creating a positive and lasting first impression
• Conduct intake triage: gather preliminary information to determine whether a prospect is a good fit for the firm’s estate planning and elder law services
• Collect basic matter information and enter it accurately into Clio Grow
• Schedule Discovery Appointments for prospective clients using Clio Grow
• Send appointment confirmations and reminders via telephone and email
• Migrate qualified matters from Clio Grow to Clio Manage upon engagement

Client Onboarding & Coordination

• Schedule Design Meetings and Signing Meetings for clients during the onboarding process
• Confirm all existing appointments by telephone and email in advance
• Assign new legal matters to case managers, ensuring workload is balanced across the team
• Gather payment information from clients and coordinate with the bookkeeper for processing
• Assemble client binders containing finalized legal documents as needed
• Maintain accurate and up-to-date records in both Clio Grow and Clio Manage

QUALIFICATIONS & REQUIREMENTS

• High school diploma or equivalent required; associate’s degree or additional education preferred
• 1–3 years of experience in a receptionist, front desk, or client-facing administrative role; legal office experience strongly preferred
• Proficiency with legal practice management software (Clio Grow and Clio Manage experience is a significant plus)
• Strong computer skills, including Microsoft Office Suite (Word, Outlook, Excel), and comfortable learning new technology
• Excellent verbal and written communication skills with a warm, professional telephone presence
• Outstanding organizational skills with the ability to manage multiple priorities and meet deadlines
• Close attention to detail and accuracy, particularly with data entry and scheduling
• Ability to handle confidential and sensitive information with discretion
• Professional appearance and demeanor; comfortable serving as the public face of the firm
• Empathetic and patient disposition – clients are often navigating emotional and complex family situations

PREFERRED QUALIFICATIONS

• Prior experience in an estate planning, elder law, or trust administration practice
• Familiarity with legal intake workflows, client screening, and CRM/intake platforms
• Notary Public commission (or willingness to obtain one)
• Bilingual abilities are a plus, but not required

HOW TO APPLY

We set the bar high because our clients deserve nothing less – and we back that expectation with compensation and a work environment to match. If you are someone who takes pride in making every interaction count, we want to hear from you. Please submit a resume and a brief cover letter explaining why you are drawn to this role and what makes you a great fit for a client-facing position in an estate planning and elder law firm.