Client Experience Concierge

Carolina Family Estate Planning is seeking a Client Experience Coordinator in Cary, NC. This role requires a compassionate individual who can welcome clients warmly and maintain professionalism throughout their experience. Responsibilities include coordinating schedules, assisting with estate planning documents, and ensuring each client feels supported. A background in client-facing roles and strong organizational skills are essential. This full-time position operates Monday to Friday from 8:30 AM to 5:00 PM, with occasional evening events.
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