Client Relations Coordinator
Sharpe Law Group, Dallas, TX, United States
Sharpe Law Group is seeking an experienced, exceptionally organized, and service-oriented Client Relations Coordinator to provide seamless support to two Partners within our boutique estate planning and probate law firm. The ideal candidate will have at least five years of experience in a professional services environment, preferably within a law firm or legal setting, and will thrive in a dynamic, client-focused workplace among colleagues who are committed to learning, teaching, and growing in their careers.
This is a pivotal role requiring discretion, sound judgment, exceptional attention to detail, and the ability to maintain a polished, high-functioning environment that supports both our attorneys and our clients at the highest level.
Responsibilities
Schedule meetings with clients and advisors
Answer firm phones, including partners’ direct lines
Coordinate new client intake for two partners
Prepare partners for client meetings
Handle miscellaneous billable and unbillable client work assigned by the partners
Prepare DocuSign packets for clients
Run miscellaneous errands for partners as needed, including occasional personal tasks
Create and distribute Dropbox links for clients and advisors as needed
Maintain organization of client communications, calendars, and follow-up items
Qualifications
Minimum of three years of experience supporting multiple executives
Excellent written and verbal communication skills required
High attention to detail and strong organizational skills required
Ability to prioritize in a fast-paced environment required
Proficiency in Microsoft Office suite required, including Outlook, Word, Excel and PowerPoint
Competitive base salary and bonuses commensurate with experience
Comprehensive benefits package including health, dental, and vision insurance, a life insurance policy, and a disability policy
Retirement plan with a 5% company match (eligible to participate after 1 year with the firm)
Three weeks annual paid time off, in addition to twelve paid federal holidays, and paid parental leave following the birth or adoption of a child
Complimentary membership to VIVE Fitness Center
A professional and respectful work environment
Core Values
Collaboration
– Works effectively with attorneys, clients, and team members
Growth Oriented
– Embraces learning opportunities and seeks to improve processes
Honest & Genuine
– Maintains integrity and openness in all interactions
Invested in Relationships
– Represents the firm with polished communication and professional presentation
“Whatever it Takes” Attitude
– Demonstrates initiative and resourcefulness to achieve results
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This is a pivotal role requiring discretion, sound judgment, exceptional attention to detail, and the ability to maintain a polished, high-functioning environment that supports both our attorneys and our clients at the highest level.
Responsibilities
Schedule meetings with clients and advisors
Answer firm phones, including partners’ direct lines
Coordinate new client intake for two partners
Prepare partners for client meetings
Handle miscellaneous billable and unbillable client work assigned by the partners
Prepare DocuSign packets for clients
Run miscellaneous errands for partners as needed, including occasional personal tasks
Create and distribute Dropbox links for clients and advisors as needed
Maintain organization of client communications, calendars, and follow-up items
Qualifications
Minimum of three years of experience supporting multiple executives
Excellent written and verbal communication skills required
High attention to detail and strong organizational skills required
Ability to prioritize in a fast-paced environment required
Proficiency in Microsoft Office suite required, including Outlook, Word, Excel and PowerPoint
Competitive base salary and bonuses commensurate with experience
Comprehensive benefits package including health, dental, and vision insurance, a life insurance policy, and a disability policy
Retirement plan with a 5% company match (eligible to participate after 1 year with the firm)
Three weeks annual paid time off, in addition to twelve paid federal holidays, and paid parental leave following the birth or adoption of a child
Complimentary membership to VIVE Fitness Center
A professional and respectful work environment
Core Values
Collaboration
– Works effectively with attorneys, clients, and team members
Growth Oriented
– Embraces learning opportunities and seeks to improve processes
Honest & Genuine
– Maintains integrity and openness in all interactions
Invested in Relationships
– Represents the firm with polished communication and professional presentation
“Whatever it Takes” Attitude
– Demonstrates initiative and resourcefulness to achieve results
#J-18808-Ljbffr