Client Services Coordinator - Sales Focus
Your Legacy Legal Care See More Job Openings by This Employer
Job Description
Salary
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Do you thrive in conversations that matter? Are you energized by helping people navigate complex decisions with clarity and confidence? At Your Legacy Legal Care, we believe estate planning is more than paperwork—it’s peace of mind. We’re seeking a Client Services Coordinator who brings empathy, insight, and a results-driven mindset to every client interaction.
This is a sales-forward role designed for someone who can build trust, uncover needs, and guide potential clients toward meaningful solutions. If you’re a natural communicator with a strategic edge, we want to meet you.
Primary Responsibilities
- Lead Initial Consultations: Host engaging, informative meetings with prospective clients exploring estate planning options.
- Educate & Empower: Clearly explain our service packages, tools, and pricing—highlighting benefits and addressing concerns with confidence and care.
- Guide Decision-Making: Use our structured meeting outline to uncover client goals, identify barriers, and offer tailored solutions that move them forward.
- Collaborate Across Teams: Ensure smooth handoff of client information to attorneys and support staff for next steps in the planning process.
- Track Engagements: Maintain accurate records of meetings, follow-ups, and client progress in our CRM system.
Required Qualifications
- Proven ability to build rapport and guide clients through decision-making processes.
- Strong verbal and written communication skills, with the ability to simplify complex legal concepts.
- Detail-oriented approach to note-taking and documentation.
- Familiarity with the legal or financial services industry preferred.
- Strategic mindset with a focus on outcomes and client satisfaction.
- Ability to manage multiple client engagements with professionalism and care.
- 2+ years of client-facing experience in a professional services environment (legal, financial, healthcare, or similar).
Compensation and Benefits
We offer a competitive compensation package, including:
- 401(k) retirement plan
- Health insurance (medical, life, short- and long-term disability)
- Vision and dental insurance
- Optional supplemental life coverage
- Supportive, collaborative work environment with a clear mission and values
Work Environment
This is an on-site position based in our Clear Lake office. You will be part of a close-knit team that values transparency, empathy, and excellence in every client interaction.
If you are passionate about helping others, confident in your ability to guide meaningful conversations, and ready to contribute to a growing firm with purpose—we invite you to apply.
Compensation: $45,000.00 - $52,000.00 per year
About Us
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
Since tomorrow is promised to no one, it is imperative that everyone have their estate plan in place. And honestly, you plan because you have someone you love. Protecting your loved ones and all that is valuable to you can only be accomplished with a comprehensive estate plan through the creation of a will, trust, or another estate planning tool. We have the unique ability to help you in that endeavor so that you are prepared for whatever the future may bring.
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
- $45,000 - $52,000/year
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