Client Relations Coordinator -Bluffton, SC

Client Relations Coordinator Wanted to Join Innovative Team

Are you amazing and talented? Looking for a firm that works hard and wants to grow while still maintaining a good work/life balance? Interested in making sure our clients get the help they need with elder law, trusts, taxes, asset protection, and how people qualify for Medicaid and other various government benefits? We are looking to add an amazing Client Relations Coordinator to join our team! What does amazing look like? You are interested in supporting the firm and serving clients by providing excellent customer service, handling documents, processing payments, and other tasks to make the office efficient and effective. You are a fit for a team with great culture that is dedicated to helping people at the highest level, creating clients who are raving fans!

LawyerLisa is looking for a well-organized Client Relations Coordinator to provide support for our Bluffton office. This is a great opportunity to establish working relationships with our lawyers and our staff and to contribute to the overall efficiency, success, and growth of our business.

Here at LawyerLisa, we’re committed to finding the best candidate for each role in order to create a high-level team that is low on drama and toxicity, where employees enjoy their work day and feel valued.

The perfect candidate will have great customer service skills and be highly motivated, self-driven, reliable, positive, detail-oriented , and have great interpersonal skills. They will enjoy a role where they are a welcoming presence as they greet clients and will ensure that the office is a professional environment for the work we perform. Apply today if this sounds like the job and work environment for you!

Key Responsibilities:

Client Experience: Greet clients, check them in, collect necessary documents, and ensure meeting rooms are properly prepared.

• Scheduling & Appointment Support: Confirm appointments, schedule signings, update records, and handle post-consultation tasks.
• Witness: Be a witness for signing appointments
• Document Management: Prepare and organize client folders, print and assemble documents for signings, and ensure proper filing and scanning of documents.
• Payments & Billing: Collect and process consultation fees and payments.
• Office Support: Sort and handle mail, maintain office supplies, and ensure the office is clean and organized.
• Marketing Support: Assist with gathering marketing materials and help prepare for events.
• Other Duties: Perform additional administrative tasks as assigned, including office upkeep and preparation for absence.

Qualifications:

• Experience using or implementing AI tools, platforms, or workflows is highly desired. Relevant AI certifications are considered a strong plus.
• High school diploma or equivalent required; relevant experience or certification preferred.
• Strong organizational skills and attention to detail.
• Proficiency in Trello, Microsoft Office, and relevant software.
• Excellent communication skills and ability to handle confidential information.
• Ability to multitask in a fast-paced environment.
• Must be adaptable – able to adjust as job duties may change due to the growing business.
• Able to exhibit compassion and empathy to hurting clients
• Computer literacy
• Flexible - On any given day, you may need to perform a variety of tasks
• Professional attitude and appearance

Key Competencies:

• Client Service
• Time Management
• Organizational Skills
• Team Collaboration
• Problem-Solving

Note: This job description is meant to provide a general overview of the duties and responsibilities for the Client Relations Coordinator. The duties may evolve, or change based on organizational needs.

Dress code - business casual for a professional environment.

Job Type: Full Time

Work Location: In person

Pay: $15.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Can you briefly describe your experience relevant to this role?

Ability to Commute:

• Bluffton, SC 29910 (Preferred)

Ability to Relocate:

• Bluffton, SC 29910: Relocate before starting work (Preferred)

Work Location: In person