What are the responsibilities and job description for the Client Engagement Specialist - Estate Planning & Probate position at Law Office of Lena A Clark LLC?
We are a busy Trusts and Estates law firm seeking a Client Engagement Specialist to speak with potential new clients and guide them through the first step of solving important legal problems.This role is ideal for someone who enjoys talking with people, building trust quickly, and helping them take action.You will be the first point of contact for individuals seeking help with estate planning or probate matters.Legal experience is helpful but not required. Candidates from financial services, real estate, insurance, healthcare, or client advisory roles often excel in this position.Compensation:$52,000 - $70,000 yearlyResponsibilities:Speak with prospective clients who contact the firmListen carefully to their situation and concernsExplain how our firm helps families with estate planning and probateGuide callers toward scheduling consultations with our attorneysAddress common questions or concerns about the processTrack inquiries and follow up with potential clientsMaintain organized records in the firm's client management systemQualifications:Excellent communication and listening skillsConfidence guiding conversations and helping people make decisionsProfessional, empathetic demeanor with clientsStrong organizational skillsComfortable discussing professional services and consultation feesExperience in sales, client services, financial services, healthcare coordination, or legal intake is a plusAbout CompanyThe Law Office of Lena A. Clark, LLC, was founded eleven years ago and has ten full-time employees. We are an Inc. 5000 business. We are Winners and Finalists in the Frederick News-Post's annual Best of the Best competition for the Estate Planning Law Firm, Best Attorney, and Best Woman-owned business for the last six years. We were honored to receive the Law Firm 500 award for three years, recognizing us as one of the fastest-growing small law firms in the United States. PTOPaid federal holidays401(k), match and profit-sharingPretax contribution to health insurance, if neededAn amazing collegial team
Salary : $52,000 - $70,000