Client Services Coordinator

Job Description

Job Description

Client Services Coordinator

Location: Strongsville, Ohio 44136

Schedule: Full-time, Monday – Friday, 8:00 AM – 5:00 PM, with 1–2 evening workshops per month

Compensation: Starting at $19 per hour, could be higher depending on experience

Benefits: 12 days PTO (earned 1 day per month), paid major holidays (Christmas, Thanksgiving, New Year’s Day, Labor Day, Memorial Day, Independence Day)

About Us

We are an estate planning and elder law firm committed to providing compassionate, client-centered services to senior citizens, individuals with special needs, and families navigating life-changing events. We take pride in guiding our clients with professionalism, integrity, and care while ensuring their experience with us is positive and meaningful.

Our team lives by our core values :

• Compassion – Treating every client with kindness, patience, and respect.
• Integrity – Acting with honesty and accountability in every interaction.
• Professionalism – Maintaining excellence in service, communication, and conduct.
• Service – Putting client needs first and ensuring their experience exceeds expectations.
• Client-First – Ensuring that every decision and action supports the best interest of our clients.

Position Overview

We are seeking a Client Services Coordinator (CSC) who will be the first point of contact for clients and prospective clients. The CSC will lead, guide, and coordinate all client-related efforts while adhering to firm processes and ensuring specific, measurable results. The ideal candidate is dependable, detail-oriented, skilled at multitasking, and thrives in a client-focused environment.

This position requires strong PC skills, attention to detail, and coordination abilities, along with the ability to serve clients in a professional and compassionate manner.

Key Responsibilities

• Greet clients and visitors in a warm, professional, and welcoming manner
• Answer incoming phone calls and handle appropriately, including next steps
• Make outgoing calls to clients and prospective clients
• Schedule appointments and manage the firm’s calendars
• Enter and maintain accurate data in practice management software
• Process and record payments received
• Maintain timely and professional communication with clients via phone, email, and written correspondence
• Prepare client files, documents, and correspondence
• Notarize and witness documents as needed
• Assist with gathering client forms and supporting documents
• Order and manage office supplies
• Create and present statistical reports using practice management software
• Coordinate client matters with attorneys and staff to ensure seamless service
• Provide support to other team members with daily tasks and projects
• Run occasional office errands, such as to the post office or courthouse
• Assist with planning and attending firm workshops and events (1–2 evenings per month)

Qualifications and Skills

• Dependability and a strong commitment to reliability
• Ability to multitask and manage competing priorities
• Strong attention to detail and organizational skills
• High comfort level with handling a busy phone system and making outgoing calls
• Strong PC skills, including Microsoft Office Suite and virtual meeting platforms
• Ability to quickly learn and adapt to practice management software
• Prior experience as a receptionist, administrative assistant, or in a professional office setting
• Experience in estate planning or elder law preferred, but not required
• Excellent communication skills—professional, clear, and compassionate
• Strong focus on client satisfaction while adhering to firm processes and standards
• Team-oriented attitude with a positive approach to problem-solving
• Ability to work independently while meeting deadlines and expectations

Join a firm where your work truly matters—to clients, colleagues, and the community.

Confidentiality is assured for all employment inquiries.