Client Service Coordinator
About The Position
Kinghorn Law | Financial is a growing estate planning law firm whose mission is to empower individuals and families to achieve peace. Our team culture is what differentiates us. We value Extreme Ownership, Dignity, Warmth, Discovery and Community, and we look for people who naturally bring those qualities into their work. We believe in serving our clients with genuine care and continually developing professionally. We're looking for a Client Service Coordinator who will provide dependable, timely support, helping ensure tasks are completed accurately and efficiently. A willingness to help, adapt, and work alongside others is key to making a meaningful impact in this role. This role is ideal for someone who enjoys helping people and thrives in a professional, fast-moving environment. The Client Service Coordinator is often the first point of contact for clients, so warmth, professionalism, and strong communication skills are essential. Our Client Service Coordinators manage the phones, but the position is much more than that. It requires education about all of the services we offer. It is client and team member facing all day, whether on the phone or in person. Client Service Coordinators manage the initial steps of our workflow, including opening files, communicating with paralegals, and carrying out instructions from attorney notes. They are part of the Marketing Department and report to our Marketing Director. Client Service Coordinators may support the Marketing Department in community outreach. It is a challenging fast-paced position.
Requirements
- Microsoft Office experience – at least 1 year (required)
- Professional office experience (required)
- Customer service experience – 1 year (required)
- Ability to work regular business hours Monday–Friday, with occasional Saturday mornings or weekday evenings
- Excellent verbal and written communication
- Professional and friendly phone presence
- Strong attention to detail and accuracy
- Ability to stay organized and prioritize tasks in a fast-paced environment
- Strong spelling, grammar, and typing skills
- Ability to take direction and complete tasks independently
- Genuine warmth and compassion when interacting with others
Nice To Haves
- Associate or higher degree (preferred)
Responsibilities
- Welcome and assist clients in person and over the phone
- Answer and route incoming calls professionally
- Manage multiple calendars and schedule client appointments
- Support attorneys and paralegals with administrative tasks
- Maintain client files and assist with document organization
- Enter and update information in internal systems
- Help keep the office organized and running efficiently
- Other tasks assigned by supervisor, Investor Coaches, Leadership, or attorneys.
- May support the Marketing Department in community outreach.
Benefits
- Health, dental, and vision insurance
- 401(k) with company matching
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
