Client Services Director

September 21, 2024

Kelley Legacy Law

Opelika

FULL TIME

Client Services Director – Kelley Legacy Law
Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? Do you love meeting and interacting with new people? If so, you might be the key team member we are seeking.
Kelley Legacy Law is a family oriented, rapidly growing, entrepreneurial law firm with a mission of making the lives of families [and small business owners] better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.
Responsibilities and Duties:
- Your role as a Client Services Director is pivotal in building and nurturing relationships with prospective clients. From the moment they engage with our firm, you will be their primary point of contact, ensuring everyone stays on track to meet the established deadlines.
- Follow up on leads and set appointments for the initial “Life and Legacy Planning Session”.
- Set the client up in the system and schedule tasks associated with their customized plan.
- Manage all communication to and from the client. This includes preparing and receiving documents, proofreading, scheduling, and conducting client meetings, interviews, and signings.
- Monday, Wednesday, and Friday in-person or remote meetings with the attorney to review workflows and provide status updates.
- And other duties as assigned.
Skills Needed:
- 2-4 years of experience in an Administrative Assistant position. Legal office experience is a plus but not required.
- MUST be “tech savvy” and able to handle working with several different databases of information (i.e. cloud-based practice management software, client information intake software, Mailchimp, Canva, etc.)
- Task and detail-oriented and can work on multiple projects at once.
- Self-motivated and possesses the ability to work independently.
- Fast learner with the ability to think and react on your feet.
- Good typing skills and knowledge of Microsoft Office and Adobe Acrobat products.
- Knowledge of social media and basic marketing skills.
Benefits:
- Full-time, salaried position.
- Bonuses - based on reaching overall goals and objectives.
- In-person and remote working environment.
- Long-term opportunity with the goal of growing and expanding.
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How to apply:
Send an email to the following address, legacyclientservice@gmail.com, and include the following:
- A letter that clearly conveys WHY you would be a great fit for our team. Include details about your experience working directly with clients, technology experience, and how working in our office fits into your long-term career plan. Please include salary requirements and ideal compensation. As a bonus, in lieu of the letter, consider sending a video that showcases your personality and answers the questions above.
- Your enneagram type. If you don't know it, you can take the free assessment at https://www.crystalknows.com/enneagram-test#assessment. You don't need to pay for the full results; the information you receive for free is enough.
Please put “I’m THE ONE” in the subject line of your email.
Job Type: Full-time
Pay: $35,000.00 - $45,000.00 per year
Benefits: