CLIENT SERVICES COORDINATOR (CSC)
 

ABC Estate Planning & Legacy Planning seeks a candidate to fill the Client Services Coordinator position. ABC Estate and Legacy Planning is a growing family-oriented entrepreneurial law firm with a mission of improving the lives of families and small business owners. Our office is in Snellville. However, we serve Spanish and English-speaking clients in various counties throughout Georgia.

 

Duties and Responsibilities:

 

A Client Services Coordinator oversees and manages a portfolio of diverse clients throughout the Metro Atlanta Area.

    

All but not inclusive are:

• Provide a professional level of service to meet and exceed client expectations and contractual obligations,

• Maintain consistent communication and constant contact with clients,

• Ensure an urgent response to client concerns and conditions requiring immediate attention,

• Maintain access and availability to clients in resolving their needs,

• Create and maintain necessary documents and reports to facilitate success,

• Working with management to identify potential new clients, present the company’s product services, and follow, through in the completion of the final stages of the client’s plans, and

• Assist in marketing efforts.

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Job Qualifications and Requirements:

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• Expert level fluency in writing and communicating in Spanish and English,

• Possess strong client/customer service experience,

• Detail oriented with the ability to follow-up with clients,

• Strong organizational skills,

• Ability to work in a fast-paced environment,

• Ability to prioritize situations,

• Strong time management skills,

• Ability to make decisions with limited supervision,

• Work independently and as a member of a team,

• Collaborate internally and externally throughout all levels of an organization,

• Experience with Microsoft Office applications;

• Ability to learn the company’s many different software applications,

• Must be available to work regular work hours and two evenings per month, and

• Have dependable transportation.

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Benefits:

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• Full-time salaried position plus bonus incentives;

• Hybrid Work-From-Home schedule;

• Ability to create your own schedule (with understanding of availability needs); and

• Health insurance and 401(k) programs after probation period available.

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Qualified, interested, and serious candidates please apply as follows:

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Send us an e-mail that clearly conveys WHY you would be a great fit for our team with details about your past experience working directly with clients, working within various technology platforms, and how working with our office fits into your long-term career plans. Please include references, your base salary requirements, plus your ideal compensation as we work together to hit our goals.

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We are looking forward to meeting you!

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csd@abcestateplanning.com