Client Services Coordinator For Estate Planning
Sandusky, OH
Client Services Coordinator for Estate Planning
Duties: Assists with the preparation and distribution of information to prospects, clients and referrals. Opens, closes, scans and files documents in accordance with established procedures. Responsible for Area of Special Focus: Estate Planning and Estate Administration: Assists with gathering client information for cases, Prepares the various intakes as directed, Ensures all deadlines are documented and tracked. Is responsible for knowing the status of each open and pending case and providing status updates to the legal team. Responsible for preparing and mailing confirmation letters for all appointments and assisting with reminder phone calls. Oversees all client requests and is responsible for the management of the relationship with the client. If appropriate, CSC may route requests or issues to an appropriate person or role for resolution. Pulls and prepares all client files for the day’s meetings to ensure all necessary materials are in the file and to track ongoing client status. Follows up with the Team member after each meeting. Assists with collecting and tracking client fees paid to the firm. Provides case status reports. Maintains data per policies and procedures. Draft documents for estate planning clients based on attorney instructions and under Director of Client Services supervision. Regularly communicate any concerns with Director of Client Services, attorneys and other co-workers. Responsible for tracking time following the firm’s procedures. Assists with seminars – planning, scheduling, follow-up and data entry per policies and procedures. Completes client screening by using judgment to discern whether the prospect has a crisis issue and how to best serve the prospect’s needs. Responsible for capturing contact information per procedure and then inputting this information into the firm database system. Supports marketing activities by assisting the team. Assists receptionist as needed with greeting clients and answering and routing calls.
|
