Client Services Manager

Company Description

The Carrier Law Group, LLC is a trust-based estate planning law firm focused on building strong, informed relationships with the families it serves. The firm prioritizes understanding each family’s unique circumstances and providing clear education so everyone is aligned on goals and expectations. With experience serving thousands of families, the practice recognizes that seemingly small differences in situations can significantly shape each estate plan. The Carrier Law Group is committed to creating tailored, thoughtful plans that reflect the specific needs and values of every client.
Role Description

The Client Services Manager is a full-time, on‑site role based in the Greater Chicago Area. This role is responsible for overseeing the client service experience from initial contact through ongoing relationship management, ensuring consistent, high‑quality communication and support. Day‑to‑day tasks include responding to client inquiries, coordinating appointments, managing follow‑ups, and assisting with the organization of client files and documentation. The Client Services Manager will collaborate closely with attorneys and staff to maintain client satisfaction, streamline processes, and proactively identify opportunities to improve service delivery. This position also involves monitoring client feedback, addressing concerns, and helping to maintain a welcoming, professional environment for all visitors.
Qualifications

Strong client‑facing abilities, including Client Services and Customer Service skills.
Commitment to Customer Satisfaction, with a focus on building positive, long‑term relationships.
Solid Communication skills, both written and verbal, for interacting with clients and internal teams.
Demonstrated Analytical Skills to understand client needs and support process improvements.
High level of professionalism, discretion, and empathy when working with families on sensitive matters.
Organizational and time‑management skills to handle multiple client requests and priorities efficiently.
Experience in a law firm, financial services, or professional services environment is preferred.
Proficiency with office software and client management tools; familiarity with legal or CRM systems is a plus.
Associate or bachelor’s degree in a relevant field (such as business, communications, or paralegal studies) or equivalent experience.

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