60 Plansource Client Services Coordinator Jobs Hiring Near You

Do you want to change your life and the lives of others through your work?

We are an Estate Planning firm on track for aggressive growth. We need an experienced Client Services Coordinator to join our team, working directly with the attorney to serve clients.

We help clients be in a better life position, with an exciting future, and knowing that they have a team behind them that is invested in caring for them and their families.

We are growing fast, and we need a Client Services Coordinator who can hit the ground running. We love to help people learn and grow and value long-term relationships. We prefer an experienced team member in the area of estate planning, trust administration, and probate. The ideal candidate will be able to take initiative on work that needs to be done and complete tasks with minimal hand-holding.

Full-time

Inquiries will be kept highly confidential.

Benefits:

• Paid vacation/holidays/PTO
• IRA contribution by the firm
• Health Insurance stipend

Reasons to work at the Firm:

• Bonus opportunity
• The ability to grow personally, professionally, and financially with a local development firm
• You get to work for an owner who values and emphasizes a healthy work-life balance
• Work for a firm that values your input, listens to your ideas, and works with you to help awesome clients achieve their goals
• No late nights or weekends
• Wonderful and loving colleagues to work with
• You will be working with loving clients

The Client Services Coordinator

 The Client Services Coordinator is responsible for making sure the client relationship is maintained at the highest level, ensuring all client needs and questions are responded to in a timely manner. The Client Services Coordinator is also responsible for all client communication and related reporting, including scheduling, compiling compliments, and/or addressing concerns.

System, you must know how to use

• Microsoft Word, Outlook
• Adobe
• Calendly

Systems that would make you a Pro if you know how to use them

• Actionstep
• HubSpot
• Zoom
• Teams

This is a full-time job in the office, with benefits. During the first 90 days of employment, the pay will be $22/hour, with opportunities for an increase after that. There is an opportunity for bonus compensation.

$22 hourly

• Is responsible for maintaining the firm calendar, following the firm’s Time Template to schedule and prepare confirmation and reminders of all prospect and client meetings
• Interacts with prospects and, using his/her excellent interpersonal skills, serves the prospect’s needs. 
• Is responsible for maintaining the firm’s Client Relationship Manager database system to appropriately track prospect and client status. The Client Services Coordinator follows up with the Attorney after each client meeting or initial consultation, documenting the meetings and updating the client’s file.
• Coordinates workshops/presentations; maintains registration records; sends out confirmation letters/emails; makes reminder phone calls, and follows up with workshop attendees
• Markets and advertises workshop on the firm’s social media and website
• Invoices, collects, and tracks all client fees paid to the firm
• Provides status reports to the team during the Team Meeting
• Assists the attorney with referral partner communications, scheduling meetings, tracking referrals, and follow-up activities

Additional duties include:

• Answering phones and routing calls;
• Sorting and distribution of mail;
• Scanning and filing;
• Opening and closing the office;
• Being a positive representation of the Firm and Attorney.

If the statements below appeal to you, then you may be our next Client Services Coordinator:

• You listen attentively
• You smile when you answer the phone
• You love to help people
• You are friendly
• You remain positive even when situations are stressful
• You are an amazing scheduler with a sickening degree of attention to detail
• You are very good with calendars, e-mail, spreadsheets, word processing, and the internet
• Your middle name is “No Drama”
• You are an awesome juggler of tasks and can change gears quickly
• You do not think taking out the trash, scanning, and copying are “beneath you”
• You don’t like to take “No” as an answer when dealing with opposing parties

We take excellent care of clients, provide peace of mind, help protect our people, and keep the court system from interfering in clients' lives!

We celebrated our 12th anniversary in 2026.