Client Services Coordinator

We're searching for a warm, organized, and proactive client services coordinator to serve as the first point of contact for clients and help create an outstanding client experience from the first phone call through the completion of their matter.

Are you a talented multitasker who enjoys interacting with people? We're looking for a positive, organized, and professional Client Services Coordinator to be the welcoming first point of contact for our local business. In this position, you will play a vital role in ensuring every client feels welcomed, informed, and supported. You will manage client communications, coordinate appointments, maintain organized records, and work closely with our attorneys and legal team to keep matters moving smoothly. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. Send us your resume today to become part of the team!

Responsibilities

• Welcome clients by phone, email, and in person with professionalism and empathy.
• Schedule consultations and client meetings.
• Guide new clients through the intake and onboarding process.
• Maintain accurate client information and electronic files.
• Coordinate attorney calendars and meeting logistics.
• Follow up with prospective and existing clients.
• Prepare engagement documents and correspondence.
• Assist with billing, payments, and administrative tasks as needed.
• Help ensure every client receives exceptional, responsive service.

Qualifications

• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, positive, and client-focused demeanor.
• Experience in a law firm, professional services, healthcare, financial services, or another client-facing administrative role is preferred.
• Estate planning experience is a plus but not required, as we are happy to train the right person.

About the company

We are a boutique estate planning law firm located in Campbell, California. We provide exceptional legal guidance with compassion, professionalism, and personalized service. Our firm is relationship-focused and works diligently to provide clients with peace of mind. We take our role as trusted advisors seriously and seek team members who align with our firm’s core values.

We offer competitive compensation, benefits (if applicable), opportunity for professional growth and development, and the opportunity to be part of a supportive team where your contributions are valued.