What are the responsibilities and job description for the Client Experience Coordinator position at Carolina Family Estate Planning?
For someone who genuinely cares about people and shows it in the details.
At our firm, client experience isn't a department-it's the standard.
We work with individuals and families making important, often emotional decisions about their future. The way they are treated-how they are welcomed, communicated with, and guided-matters just as much as the legal work itself.
We're looking for a Client Experience Coordinator who takes that responsibility seriously. Someone thoughtful, attentive, and proactive-who notices the small things, follows through, and ensures every client feels cared for, respected, and confident throughout their experience.
This role is highly interactive and client-facing. You will serve as a key point of contact for clients while also supporting the internal coordination needed to keep matters moving forward smoothly and accurately.
What You'll Be Responsible ForCreating a High-Quality Client Experience
For many of our clients, this process represents important life decisions. The experience we provide should reflect the level of care and thoughtfulness that is deserved.
This role plays a direct part in that.
At Carolina Family Estate Planning,
We are committed to placing the right people in the right roles.
As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.
If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.
How To Apply
Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick 3-minute initial application. Don't miss this opportunity to contribute to a team where your work truly makes a difference.
Job Posted by ApplicantPro
At our firm, client experience isn't a department-it's the standard.
We work with individuals and families making important, often emotional decisions about their future. The way they are treated-how they are welcomed, communicated with, and guided-matters just as much as the legal work itself.
We're looking for a Client Experience Coordinator who takes that responsibility seriously. Someone thoughtful, attentive, and proactive-who notices the small things, follows through, and ensures every client feels cared for, respected, and confident throughout their experience.
This role is highly interactive and client-facing. You will serve as a key point of contact for clients while also supporting the internal coordination needed to keep matters moving forward smoothly and accurately.
What You'll Be Responsible ForCreating a High-Quality Client Experience
- Welcome clients into the office with professionalism, warmth, and attention to detail
- Serve as a consistent, reliable point of contact throughout their experience
- Ensure clients feel informed, prepared, and supported at each stage
- Handle interactions with care, discretion, and respect for the nature of the work
- Proactively follow up with clients to gather information and documentation
- Coordinate scheduling with accuracy and efficiency
- Help ensure client matters move forward without unnecessary delays
- Communicate clearly and appropriately with both clients and the internal team
- Assist with the preparation and assembly of estate planning documents
- Maintain accurate and organized client records across systems
- Support document signing processes, including notarization (or willingness to obtain)
- Ensure materials are complete, accurate, and handled with care
- Coordinate between clients and the legal team to ensure alignment and follow-through
- Help maintain organization across tasks, schedules, and priorities
- Contribute to a professional, calm, and well-run office environment
- 1-3 years of experience in a client-facing role in a professional environment
- A genuine care for people and a desire to create a positive experience for others
- Strong attention to detail and follow-through
- Clear, professional communication skills
- The ability to stay organized and manage multiple priorities
- Sound judgment and discretion when handling sensitive information
- Comfort with technology, including CRM systems and Google Workspace
- Experience in a law firm or professional services setting
- NC Notary Public or willingness to obtain
- You care about doing things well, not just getting them done
- You notice details others overlook
- You follow through without needing to be reminded
- You communicate with intention and professionalism
- You take ownership of your work and the experience you create for others
- Location: Onsite (Raleigh, NC)
- Schedule: Monday-Friday, 8:30 AM - 5:00 PM
- Occasional evening events: Less than 3 per month
For many of our clients, this process represents important life decisions. The experience we provide should reflect the level of care and thoughtfulness that is deserved.
This role plays a direct part in that.
At Carolina Family Estate Planning,
We are committed to placing the right people in the right roles.
As part of our hiring process, candidates for this position will be asked to complete a brief assessment through Predictive Index. You will receive an email with a link to the assessment shortly after submitting your application. Completion of this assessment is required to move forward in the selection process.
If you do not receive the email within 24 hours of applying, please check your spam or promotions folder. If it is still missing, feel free to contact us at HR@carolinafep.com.
How To Apply
Ready to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick 3-minute initial application. Don't miss this opportunity to contribute to a team where your work truly makes a difference.
Job Posted by ApplicantPro