Client Services Coordinator

$37,440 - $47,840/Yr

Mccullough Law Pllc - Provo, UT

Full-time - Entry Level

Provo, UT

About the position

The Client Services Coordinator at McCullough Law plays a crucial role in establishing and nurturing relationships with clients and third-party professionals. This position serves as the initial point of contact for prospective clients, setting the stage for successful partnerships and ensuring an exceptional client experience. The Coordinator is responsible for managing communications, scheduling, and aligning departmental objectives with the firm's strategic goals, all while embodying the firm's commitment to excellence and client care.

Responsibilities

• Providing an exceptional client experience
• Cultivating strong and trusted relationships with clients and third-party professionals through prompt and accurate communication
• Providing professional communication in person, and by phone, email, and fax
• Strategically planning and precisely executing the management of calendars for clients, attorneys, and team members
• Coordinating calls, meetings, and consultations with clients' financial advisors, accountants, and other professionals
• Monitoring and reporting on department goals, workflow, productivity, and deadlines for scheduling team
• Aligning department objectives with firm strategic planning

Requirements

• Detail-oriented with a focus on perfection
• Strong communication skills, both verbal and written
• Ability to build and maintain relationships
• Proficient in managing calendars and scheduling
• Experience in a client-facing role
• Strong organizational skills and ability to manage multiple tasks

Nice-to-haves

• Experience in legal or financial services
• Familiarity with estate planning concepts
• Proficiency in Microsoft Excel

Benefits

• Approximately 900 hours of professional, role-specific training within the first 9 months
• 15 Paid Holidays
• Generous PTO
• Health, dental, vision insurance, and life insurance with generous premium coverage
• VASA Gym Membership reimbursement
• Employee Assistance Program
• 401(k) matched up to 6%
• Starting wages of $18-23+/hour (DOE)