Galbreath Costner, LLC
Client Experience Coordinator
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Charlotte, NC, USA
Work mode:
Hybrid
Published on:
18 August 2026
What they need
CLIENT EXPERIENCE COORDINATOR
JOB DESCRIPTION:
The Client Experience Coordinator is the first point of contact for clients and plays a key role in creating a welcoming, professional, and service‑oriented environment. This position requires strong communication skills, consistent attention to detail, and the ability to manage a variety of administrative, hospitality, and coordination tasks that support the firm’s real estate legal operations.
This is an in‑office position. Regular onsite attendance is an essential function of this role and is required to support client interactions, office operations, and team collaboration. Remote or hybrid work arrangements are not available for this position.
KEY RESPONSIBILITIES
Office Operations
Maintain a clean, organized, and welcoming reception area, conference rooms, and client spaces.
Proactively anticipate client needs and offer additional assistance.
Answer and direct incoming calls professionally and efficiently using communication technologies
Support the Office Managing Attorney with oversight and coordination of daily office logistics to ensure efficient movement of clients, attorneys, and closing teams throughout the day
Prepare, stage, and reset closing rooms throughout the day to maintain readiness for back-to-back closings and client meetings
Serve as the central coordination point for staff regarding daily office activity, room usage, and space availability
Identify bottlenecks or operational inefficiencies and communicate solutions to management
Maintain awareness of real-time closing progress and assist in keeping transactions on schedule
Support staff adherence to checklists, timing expectations, and client-service standards during peak closing periods
Communicate status updates and escalate issues to management when needed to protect workflow and client experience
Complete additional tasks or special projects assigned to support organization and operational needs
Encourage and participate in closing day client celebrations according to the firm’s Closing Day SOP and client experience initiatives
Administrative Support
Utilize and become proficient with digital tools, software systems, and document management platforms.
Handle mail, packages
Handle day of closing in-office file support duties according to the Firm’s Closing Day SOP
Monitor office supplies and order as needed according to the supply ordering SOP
Monitor office maintenance needs and report to appropriate party
Post‑Closing Assistance
Complete file post-closing according to the firm’s Post-Closing SOP
Assist with routing information, preparing final materials, and updating internal systems as needed.
Professional Growth & Team Engagement
Demonstrate willingness to learn new digital tools and AI‑enabled applications.
Contribute positively to firm culture and team collaboration.
Demonstrate a willingness to learn and grow within the role.
Requirements
Outstanding, friendly, proactive communicator and relationship builder with clients and referral partners
Ability to work independently and proactively with minimal oversight while managing a high volume of closings
Possess excellent verbal and written communication skills
Demonstrate exceptional organization, attention to detail, accuracy, and follow-through
Ability to multi-task, take initiative, and handle stressful situations in a time-sensitive environment
Discretion and confidentiality when handling sensitive information.
Possess excellent interpersonal communication skills and phone etiquette
Project a positive, warm, and professional image
Extroverted, bubbly personality
Consistently Display GC’s Core Values of One Team, Relationship Focused, Extreme Ownership, WOW Factor, Energy, and Adaptability
Work Environment & Physical Requirements
Onsite presence is required.
Ability to move throughout the office, greet clients, and support office operations.
Ability to sit for long periods of time
Ability to stand for long periods of time
Ability to lift and stock office supplies
Use of office equipment and digital systems is required.
ADDITIONAL INFORMATION
This job description is designed to remain accurate and applicable as workplace technology evolves. Duties may adjust as the firm adopts new digital tools, AI‑enabled applications, and communication technologies.
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