Client Services Specialist

Client Services Coordinator

Part-Time (With Strong Possibility for Full-Time)
Anchor Law Life & Legacy Planning LLC – Waukesha, WI
In-Office | Mission-Driven | Family and Faith-Focused | Growth-Oriented

About Anchor Law

At Anchor Law, Life & Legacy Planning, we help families secure their future and protect what matters most. We believe estate planning is more than documents—it’s about relationships, guidance, and legacy. Rooted in faith and committed to family, our mission is to ensure every client receives care, clarity, and confidence.

Position Overview

The Client Services Coordinator (CSC) plays a pivotal role in creating a welcoming, responsive, and organized client experience. As the first point of contact, you'll ensure prospective and existing clients feel valued and supported every step of the way.

This is a part-time position (Tuesday. Wednesday, and Thursday,-15–24 hrs./week) to start, with a high potential for full-time placement as the firm grows. The ideal candidate is highly relational, detail-oriented, proactive, and aligned with our mission of service and excellence.

Primary Responsibilities

Client Engagement & Relationship Management

- Serve as the friendly and professional first voice and face of the firm—by phone, email, and in person.
- Guide prospective clients to register for educational workshops and schedule planning sessions.
- Follow up on missed appointments, inquiries, and workshop attendance to encourage next steps.
- Ensure clients understand our planning process, timelines, and expectations.

Office Coordination & Support

- Manage calendars, appointments, and internal scheduling across the team.
- Prepare client welcome packets, meeting folders, nametags, and other materials.
- Ensure meeting rooms, reception area, and conference space are clean and client-ready.
- Process paperwork and correspondence, both digital and hard copy.

CRM, Workflow, and Event Support

- Enter and update client and prospect data in LEAP and other tracking tools.
- Track workshop registration, attendance, and conversions.
- Help plan and coordinate occasional client events or community presentations.
- Assist in creating and maintaining client files (physical and electronic).

Qualifications & Skills

- High School diploma required; Associate degree or higher preferred
- 2 years in client services, office admin, hospitality, or similar roles (legal or financial field a plus, but is not mandatory)
- Proficient in Microsoft Office (Word, Outlook, Excel)
- Comfortable with CRM systems
- Able to quickly learn workflow, software, and tools
- Warm, clear communicator—verbal and written
- High emotional intelligence and active listening skills
- Empathetic, solutions-focused, and professional
- Highly organized, task-driven, and detail-oriented
- Strong time management and follow-through
- Able to manage multiple priorities with grace

What Success Looks Like

- Clients consistently feel heard, valued, and well-supported
- Appointments are scheduled and followed up on efficiently
- Workshop attendees are guided into Life & Legacy Planning Sessions and planning engagements
- Office runs smoothly, with no detail overlooked
- Client records are accurate, up-to-date, and easy to access

Growth & Benefits

- Competitive hourly wage based on experience
- Flexibility in scheduling, within standard business hours
- Opportunities to grow into a full-time role with additional responsibilities and compensation
- Be part of a faith-forward, purpose-driven team where your work has real impact

Here’s What Makes This Position So Awesome:

· Purpose-Driven Work: Every day, you help families navigate some of life’s most important moments with compassion and clarity. Your work truly matters.

· Growth Potential: This position starts part-time but offers a clear path to full-time employment for the right person. We’re growing fast, and you can grow with us!

· Anchored in Values: We operate from a foundation of faith and integrity, and we treat our team like family. You'll be part of a mission, not just a job.

· Training & Development: No law firm experience? No problem. We provide hands-on training, guidance, and the support you need to thrive.

· Professional Environment: Work in a beautiful Waukesha-based office where excellence, hospitality, and service come first.

· ⏰ Flexible Hours: Ideal for someone looking to work part-time with the potential to increase hours as the firm grows.

· Make a Real Impact: You’ll be the first point of contact for our clients — offering care, confidence, and coordination that sets the tone for our client relationships.

· ⚖️ Stable Industry: Estate planning is essential — in any economy. Our services are in demand, and we’re building a practice with long-term vision.