Client Experience Coordinator

Carolina Family Estate Planning • Cary, NC

6d • Onsite

About The Position

The Client Experience Coordinator is a highly interactive, client-facing role at Carolina Family Estate Planning. The coordinator serves as a reliable point of contact for clients making important and often emotional decisions, helping them feel welcomed, informed, prepared, supported, respected, and confident throughout their experience. The role also supports internal coordination so client matters progress smoothly and accurately.

Responsibilities include welcoming clients to the office, following up to obtain information and documents, coordinating schedules, communicating with clients and the legal team, and helping avoid unnecessary delays. The coordinator assists with preparing and assembling estate planning documents, maintaining accurate client records, and supporting document signings, including notarization or a willingness to obtain notary status. The role also helps organize office tasks, schedules, and priorities and contributes to a professional, calm, and well-run environment.

This is an onsite position in Raleigh, North Carolina, with a Monday–Friday schedule from 8:30 a.m. to 5:00 p.m. Occasional evening events occur fewer than three times per month. Candidates selected for hire must undergo a background check and/or credit check, depending on the position.

Requirements

• At least 1 year of experience in a client-facing role in a professional environment; the posting describes the range as 1–3+ years.
• Genuine care for people and a desire to create a positive experience for others.
• Strong attention to detail and follow-through.
• Clear, professional communication skills.
• Ability to stay organized and manage multiple priorities.
• Sound judgment and discretion when handling sensitive information.
• Comfort with technology, including CRM systems and Google Workspace.

Nice To Haves

• Experience in a law firm or professional services setting.
• NC Notary Public status or willingness to obtain it.

Responsibilities

• Welcome clients into the office with professionalism, warmth, and attention to detail.
• Serve as a consistent and reliable point of contact for clients throughout their experience.
• Help ensure clients feel informed, prepared, and supported at each stage.
• Handle interactions with care, discretion, and respect for the nature of the work.
• Proactively follow up with clients to gather information and documentation.
• Coordinate scheduling accurately and efficiently.
• Help client matters move forward without unnecessary delays.
• Communicate clearly and appropriately with clients and the internal team.
• Assist with the preparation and assembly of estate planning documents.
• Maintain accurate and organized client records across systems.
• Support document signing processes, including notarization.
• Ensure materials are complete, accurate, and handled with care.
• Coordinate between clients and the legal team to support alignment and follow-through.
• Help maintain organization across tasks, schedules, and priorities.
• Contribute to a professional, calm, and well-run office environment.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed