Client Experience Coordinator
Carolina Family Estate Planning, Cary, NC, United States
For someone who genuinely cares about people and shows it in the details.
At our firm, client experience isn't a department—it's the standard.
We work with individuals and families making important, often emotional decisions about their future. The way they are treated—how they are welcomed, communicated with, and guided—matters just as much as the legal work itself.
We're looking for a Client Experience Coordinator who takes that responsibility seriously. Someone thoughtful, attentive, and proactive—who notices the small things, follows through, and ensures every client feels cared for, respected, and confident throughout their experience.
This role is highly interactive and client-facing. You will serve as a key point of contact for clients while also supporting the internal coordination needed to keep matters moving forward smoothly and accurately.
What You'll Be Responsible For
Welcome clients into the office with professionalism, warmth, and attention to detail
Serve as a consistent, reliable point of contact throughout their experience
Ensure clients feel informed, prepared, and supported at each stage
Handle interactions with care, discretion, and respect for the nature of the work
Following Through and Keeping Things Moving
Proactively follow up with clients to gather information and documentation
Coordinate scheduling with accuracy and efficiency
Help ensure client matters move forward without unnecessary delays
Communicate clearly and appropriately with both clients and the internal team
Supporting Legal Work with Precision
Assist with the preparation and assembly of estate planning documents
Maintain accurate and organized client records across systems
Support document signing processes, including notarization (or willingness to obtain)
Ensure materials are complete, accurate, and handled with care
Supporting the Team and Office Operations
Coordinate between clients and the legal team to ensure alignment and follow-through
Help maintain organization across tasks, schedules, and priorities
Contribute to a professional, calm, and well‑run office environment
What We're Looking For
1-3+ years of experience in a client‑facing role in a professional environment
A genuine care for people and a desire to create a positive experience for others
Strong attention to detail and follow‑through
Clear, professional communication skills
The ability to stay organized and manage multiple priorities
Sound judgment and discretion when handling sensitive information
Comfort with technology, including CRM systems and Google Workspace
Preferred
Experience in a law firm or professional services setting
NC Notary Public or willingness to obtain
What Sets You Apart
You care about doing things well, not just getting them done
You notice details others overlook
You follow through without needing to be reminded
You communicate with intention and professionalism
You take ownership of your work and the experience you create for others
Position Details
Location: Onsite (Raleigh, NC)
Schedule: Monday‑Friday, 8:30 AM - 5:00 PM
Occasional evening events: Less than 3 per month
Why This Role Matters
For many of our clients, this process represents important life decisions. The experience we provide should reflect the level of care and thoughtfulness that is deserved. This role plays a direct part in that.
#J-18808-Ljbffr
At our firm, client experience isn't a department—it's the standard.
We work with individuals and families making important, often emotional decisions about their future. The way they are treated—how they are welcomed, communicated with, and guided—matters just as much as the legal work itself.
We're looking for a Client Experience Coordinator who takes that responsibility seriously. Someone thoughtful, attentive, and proactive—who notices the small things, follows through, and ensures every client feels cared for, respected, and confident throughout their experience.
This role is highly interactive and client-facing. You will serve as a key point of contact for clients while also supporting the internal coordination needed to keep matters moving forward smoothly and accurately.
What You'll Be Responsible For
Welcome clients into the office with professionalism, warmth, and attention to detail
Serve as a consistent, reliable point of contact throughout their experience
Ensure clients feel informed, prepared, and supported at each stage
Handle interactions with care, discretion, and respect for the nature of the work
Following Through and Keeping Things Moving
Proactively follow up with clients to gather information and documentation
Coordinate scheduling with accuracy and efficiency
Help ensure client matters move forward without unnecessary delays
Communicate clearly and appropriately with both clients and the internal team
Supporting Legal Work with Precision
Assist with the preparation and assembly of estate planning documents
Maintain accurate and organized client records across systems
Support document signing processes, including notarization (or willingness to obtain)
Ensure materials are complete, accurate, and handled with care
Supporting the Team and Office Operations
Coordinate between clients and the legal team to ensure alignment and follow-through
Help maintain organization across tasks, schedules, and priorities
Contribute to a professional, calm, and well‑run office environment
What We're Looking For
1-3+ years of experience in a client‑facing role in a professional environment
A genuine care for people and a desire to create a positive experience for others
Strong attention to detail and follow‑through
Clear, professional communication skills
The ability to stay organized and manage multiple priorities
Sound judgment and discretion when handling sensitive information
Comfort with technology, including CRM systems and Google Workspace
Preferred
Experience in a law firm or professional services setting
NC Notary Public or willingness to obtain
What Sets You Apart
You care about doing things well, not just getting them done
You notice details others overlook
You follow through without needing to be reminded
You communicate with intention and professionalism
You take ownership of your work and the experience you create for others
Position Details
Location: Onsite (Raleigh, NC)
Schedule: Monday‑Friday, 8:30 AM - 5:00 PM
Occasional evening events: Less than 3 per month
Why This Role Matters
For many of our clients, this process represents important life decisions. The experience we provide should reflect the level of care and thoughtfulness that is deserved. This role plays a direct part in that.
#J-18808-Ljbffr