Client Service Coordinator

• 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.

• 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

• Microsoft Office experience – at least 1 year (required)
• Professional office experience (required)
• Customer service experience – 1 year (required)
• Associate or higher degree (preferred)
• Ability to work regular business hours Monday–Friday , with occasional Saturday mornings or weekday evenings
• Professional business attire required

• $20-$23 per hour , depending on experience
• Full-time position with benefits , including:
• Health, dental, and vision insurance
• 401(k) with company matching

This description reflects the wide range of responsibilities that come with the role.

It highlights the dynamic nature of the position and the shared commitment to maintaining high standards while delivering thoughtful, high-quality service to our clients.