About Our Firm: The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates and asset protection. We discuss sensitive topics that will help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.

Our Mission: To help parents create a legal plan, so that their children always know they are loved, cared for and protected, no matter what.

About You: You are a bright, creative, and compassionate person who can convey the value of our services to potential clients. You have solid customer service and sales experience. You are a critical thinker who communicates and anticipates next steps well. You have outstanding organizational and time management skills. You can juggle multiple time-sensitive projects with precision. You do not need hand holding. You value our mission to help families protect the people they love the most and will go above and beyond to ensure our clients as well as our team have what they need to be successful.

The Client Services Coordinator is a key position in the firm. This is a position that balances the art and science of outstanding customer care. It requires the right combination of empathy, communication skills, attention to detail and technical know-how. You will play an integral role in creating memorable client experiences and helping the firm grow to the next level.

• You will report to the Director of Client Services and will work alongside our current Client Services Coordinator
• Speaking to potential clients to determine if we are the right fit for them, and they are a good fit for us
• Screening out unqualified leads to protect everyone’s time
• Scheduling consultations and launching the Pre-sales Glidepath via our CRM system
• Following up with clients before and after their consultation
• Owning the engagement process by sending contracts and making sure new clients feel welcomed via our Post-Sales Glidepath
• Ensuring firm calendar and attorney calendars are up to date
• Connect with past and current clients to ensure them we are available to them at all times and showing them we care

Experience and Skills Required:

• 3 + years Customer Service experience in a B2C environment
• College Degree required
• Comfortable with technology and proficient with common applications such as Word, Outlook and Calendly
• Excellent written and verbal communication skills
• Strong attention to detail
• Must be a positive person – always looking at how something can be done, rather than how it can’t be done
• Proven ability to work in a fast paced, growing environment

The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients genuine peace of mind.