Director of Client Services

Who We AreWe're a woman-owned, mission-driven, fast-growing law firm (our caseload has doubled year-over-year two years in a row and we're looking to double it again) helping families plan and protect their legacies--without court, conflict, or confusion. We believe in doing work that matters, leading with heart and integrity, and building a team where accountability is expected and excellence is celebrated.Who You AreYou love to help families in our community do the right thing by the people they love. Perhaps you've worked in financial services, handled real estate closings or helped clients complete insurance applications. You are self-motivated, easy to get along with and detail-oriented. You love engaging with people professionally, and are comfortable being the dedicated connection point between clients of the firm and the legal team. You have a mindset for asking prospective clients curiosity questions that get to the heart of why they're in need of our help, and you’re an excellent multitasker who thrives in a busy environment.What You'll Be Doing:talking with our prospects who are curious about our services, educating them about our process, and then, once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered and done right.assisting at educational events.working with several different databases of information and various systems that support us to serve our clients and ensure they have a "Wow!" experience every time they interact with our office.building and maintaining strong and trusting relationships with clients.providing administrative support to attorneys and other team members by managing schedules, appointments, and correspondence.coordinate the preparation of legal documents, client binders, and folders for signing.running signing appointments with clients and acting as a witness.coordinating and handling binder delivery with clients.conducting data entry tasks accurately and efficiently.assisting clients with trust funding.managing the client care program and estate planning reviews.assisting in project management tasks related to ongoing cases or legal projects.communicating effectively with clients.QualificationsExceptional communication skillsStrong critical thinking skillsTeam playerBachelor's Degree requiredMust be able to prioritize tasks with demanding deadlines and work in a fast-paced environment1-2 years of prior experience in a customer serviceAbility to comfortably use all Microsoft Office productsAbout Coonen Law, PLLCWe're not your typical law firm. We're a woman-owned firm that is purpose-driven, performance-minded, and people-focused.We've doubled our caseload in the past two years and plan to double again. Our founder is excited to surround herself with a team of professionals who are focused on career growth, understanding client needs, and delivering exceptional experiences to clients.What we value:AccountabilityContinuous GrowthElevated Client Journey; Grounded ConversationsUnified StrengthIf you're sharp, steady, and serious about building something meaningful for yourself and clients, we invite you to apply.