Client Care Coordinator

Client Care Coordinator

At Coastal Estate Planning & Elder Law, we believe the little things matter. A warm greeting. Remembering a client’s anniversary. Offering help before someone has to ask. Creating calm during difficult seasons of life.

We are looking for a Client Care Coordinator who genuinely loves people and takes pride in creating exceptional experiences for every client who walks through our doors.

This is not a “sit behind the desk and answer phones” role. We are looking for someone who takes ownership, notices details, solves problems, and jumps in wherever needed.

The right person is flexible, proactive, dependable, and understands that great client service lives in both the big moments and the small ones.

If you are someone who waits to be told exactly what to do every day, this probably is not the right fit. We need a team member who can see a need and fill a need.

Position Details

• Full-Time
• Monday-Thursday: 9:00 AM-5:00 PM
• Friday: 9:00 AM-3:00 PM
• In-office position
• Location: 4400 Bayou Blvd., Suite 4, Pensacola, FL 32503
• Reports to: Team Leader and Attorney

What You’ll Do

Create a Thoughtful Client Experience

You will often be the first impression of our firm and one of the most important parts of a client’s experience.

Responsibilities include:

• Answering phones with warmth and professionalism
• Greeting clients and making them feel welcomed and cared for
• Assisting clients with parking and arrival experience
• Helping create a calm, organized, and inviting office environment
• Looking for thoughtful ways to make our practice stand out through excellent client care
• Coordinating small but meaningful touches like client birthday, anniversary, sympathy, and celebration gifts

Keep the Office Running Smoothly

• Schedule meetings and appointments for attorneys and team members
• Prepare for client consultations and signings
• Collect, organize, scan, and process client documents
• Handle incoming and outgoing mail
• Follow up with leads and existing clients
• Assist paralegals and attorneys with administrative support
• Order office supplies, beverages, and marketing materials
• Help maintain a clean, professional, and welcoming office space

Be a Flexible Team Player

Things move quickly in a growing law firm, and priorities can shift throughout the day. We are looking for someone who:

• Adapts easily
• Helps wherever needed
• Notices problems before they become problems
• Takes initiative without waiting to be asked
• Is dependable with both the small details and larger responsibilities

The Kind of Person Who Thrives Here

You might be a great fit if you are:

• Warm, kind, and naturally personable
• Highly organized and detail-oriented
• Calm under pressure
• Flexible and adaptable
• Self-managed and proactive
• Patient and dependable
• Comfortable balancing multiple responsibilities
• A strong communicator
• Someone with a sense of humor and positive attitude
• The type of person who sees something that needs to be done and simply handles it

Preferred Experience

• Prior experience in customer service, hospitality, reception, administration, or client-facing roles preferred
• Experience with Microsoft Outlook, Microsoft Word, and Clio is a plus
• Strong communication and organizational skills required
• Prior knowledge in Estate Planning & Probate

What Success Looks Like

Successful team members in this role:

• Create memorable and positive client experiences
• Follow through consistently
• Handle details with care and accuracy
• Communicate professionally and promptly
• Take ownership of their responsibilities
• Bring solutions, not just problems
• Support the team with a positive, can-do attitude

At Coastal Estate Planning & Elder Law, we care deeply about the families we serve and the experience they have with our firm. We are looking for someone who values kindness, professionalism, initiative, and teamwork and who wants to be part of a team that truly makes a difference.

Interested?

If you're looking for an opportunity to learn, grow, and become part of a collaborative team where your contributions truly matter, we'd love to hear from you.

Please send your resume and a brief introduction telling us why you're interested in the position to lexi@planwithcoastal.com.

In your email, we'd love to hear:

• What attracted you to this opportunity
• Why you think you'd be a good fit for our team
• What interests you about estate planning, elder law, probate, or the legal field

Pay: $19.00 - $22.00 per hour

Benefits:

• Health insurance
• Paid time off

Work Location: In person

Salary : $19 - $22