Client Coordinator

The Client Coordinator plays a critical role in managing the firm’s day-to-day communication and workflow, supporting attorneys and team members by keeping systems accurate, information flowing, and operations running smoothly, while delivering a consistently kind and professional experience to every client.

Requirements

• Answer and manage incoming calls with warmth, professionalism, and efficiency
• Guide potential new clients through the initial intake process by screening calls, gathering key information, and routing appropriately
• Schedule consultations, calls, and meetings (in-person, Zoom, and phone)
• Maintain accurate records in spreadsheets and internal systems
• Scan, upload, and organize incoming mail, client documents, questionnaires, and correspondence
• Maintain strict client confidentiality and follow document handling procedures

Benefits

• PTO
• Firm holidays
• Health, dental, vision, and life insurance
• 401(k) with employer match after eligibility period