Client Engagement Specialist

Overview We are a busy Trusts and Estates law firm seeking a Client Engagement Specialist to speak with potential new clients and guide them through the first step of solving important legal problems. This role is ideal for someone who enjoys talking with people, building trust quickly, and helping them take action. You will be the first point of contact for individuals seeking help with estate planning or probate matters. Legal experience is helpful but not required. Candidates from financial services, real estate, insurance, healthcare, or client advisory roles often excel in this position.

Responsibilities

Speak with prospective clients who contact the firm

Listen carefully to their situation and concerns

Explain how our firm helps families with estate planning and probate

Guide callers toward scheduling consultations with our attorneys

Address common questions or concerns about the process

Track inquiries and follow up with potential clients

Maintain organized records in the firm\'s client management system

Qualifications

Excellent communication and listening skills

Confidence guiding conversations and helping people make decisions

Professional, empathetic demeanor with clients

Strong organizational skills

Comfortable discussing professional services and consultation fees

Experience in sales, client services, financial services, healthcare coordination, or legal intake is a plus

Compensation Compensation:

$52,000-$70,000 per year

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