Client Engagement Coordinator

Veliz & Associates, P.A. – Coral Gables, FL

Do you enjoy connecting with people, guiding them through important decisions, and making them feel cared for every step of the way? Are you experienced in a law firm setting and looking for a client-facing role with room to grow?

Veliz & Associates, a boutique estate planning and probate firm in Coral Gables, FL, is hiring a Client Engagement Coordinator. In this role, you’ll be the first point of contact for potential clients, deliver a concierge-level experience, and support the firm’s growth through client relationship management and marketing initiatives.

This position is perfect for someone with prior law firm experience (such as a paralegal, intake, or client services role) who wants to move into a client relations position with long-term career potential.

Compensation

$50,000 – $65,000 annually, plus performance incentives

Compensation:

$50,000 - $65,000 yearly

Responsibilities:

• Serve as the first point of contact for potential estate planning and probate clients
• Provide a warm, professional, concierge-level experience during all interactions
• Guide prospective clients through initial consultations and assist with onboarding
• Maintain relationships with referral partners and past clients
• Support marketing efforts, including communications, events, referral outreach, and client development projects
• Keep accurate client records and provide monthly reports to the founding attorney
• Contribute to firm growth by strengthening client engagement and satisfaction

Qualifications:

• Minimum of two years’ experience in a law firm setting (intake, paralegal, client services, or administrative support)
• Fluent in Spanish (required)
• Strong interpersonal and communication skills with the ability to connect with diverse clients
• Reliable, adaptable, detail-oriented, and highly organized
• Familiarity with Microsoft Office (Outlook, Word, Excel) preferred
• Experience with Clio Manage and Clio Grow is a plus
• Background in estate planning, probate, or related practice areas is a plus

About Company

Why Join Us?

For 35+ years, Veliz & Associates, P.A., has protected family legacies with care and integrity. Our concierge service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team.

Led by Ana Veliz, founder and attorney, we foster a professional, supportive, and close-knit environment where your work is valued and your growth is encouraged.

We provide mentorship, training, and career advancement.

If you’re ready to build on your career with a respected, client-focused firm, we’d love to have you on board.

What We Offer:

• Health insurance, paid holidays, and 2 weeks of paid vacation
• Strong growth and advancement opportunities
• Supportive, team-oriented work environment
• Hands-on training, mentorship, and professional development
• Quarterly office lunches and positive office culture
• Stable, long-established law firm with a strong reputation