Client Experience & Engagement Coordinator

We are seeking a personable, organized professional to help prospective and existing clients feel welcomed and supported. Our firm helps families with estate planning, successions, and elder law. You will handle reception and scheduling, assist with routine intake, and follow up with seminar attendees and prospective clients so that each person knows the next step.

What you will do

• Welcome visitors, answer calls, take accurate messages, and route inquiries to the appropriate team member.
• Schedule and confirm consultations; send intake forms, appointment information, and reminders; follow up on missing routine information.
• Contact seminar attendees and prospective clients using approved messages, answer administrative questions, and help interested people schedule the next step.
• Keep Lawmatics contact records, referral sources, follow-up tasks, and communication notes current and accurate.
• Assist Sara with seminar registration, attendee communications, and preparation of materials.
• Relay existing-client requests and authorized status information; promptly refer legal questions and concerns to the appropriate attorney or staff member.

What we are looking for

• Experience in customer service, client relations, reception, intake, or another role involving regular communication and follow-up.
• A warm, professional telephone manner and clear written communication, with patience for older adults and families facing stressful situations.
• Accurate data entry, dependable follow-through, and the ability to manage appointments and multiple tasks.
• Comfort learning office software and a client relationship management system. Lawmatics experience is helpful; legal experience is welcome but not required.
• Good judgment about confidentiality and when to ask for help. This position does not provide legal advice.

How to apply

Apply through the job posting with your resume and a brief note describing your relevant client-service experience, an example of how you managed follow-up, and your availability to work onsite in New Orleans.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: In person