Client Relations Manager

Our team is committed to delivering exceptional service and creating tailored legal strategies to meet the unique needs of individuals and families.

We are currently seeking a highly motivated and experienced Client Engagement Strategist with a background in bank teller services and client-facing roles. The ideal candidate will guide potential clients through the process, helping them understand their options and ensure a smooth transition into becoming a client. If you have a passion for assisting people to protect their assets, a knack for client engagement, and experience working in fast-paced environments, we want to hear from you!

Key Responsibilities:

• Engage with clients in a professional manner, ensuring they feel supported and informed throughout the process.
• Utilize client-focused engagement techniques to encourage prospective clients to proceed with their estate planning services.
• Schedule and attend in-person meetings with potential clients, ensuring timely follow-up and closure.
• Manage client inquiries, build long-term relationships, and ensure client satisfaction.
• Maintain detailed records of client interactions and engagement activities.
• Collaborate with attorneys and paralegals to ensure smooth client onboarding and execution of legal services.
• Stay informed about the latest estate planning trends and legal changes to provide clients with accurate information.

Required Qualifications:

• Bank Teller Experience: A minimum of 2 years of experience as a bank teller or in a similar financial services role.
• Responsible, capable of adapting, and most importantly, TEAM PLAYER.
• Experience in a client engagement or client services role, with a focus on client acquisition and relationship building.
• Strong communication and interpersonal skills, with the ability to explain complex legal concepts in an easy-to-understand manner.
• High attention to detail, organizational skills, and the ability to manage multiple clients at once.
• Customer-focused attitude, with a commitment to delivering exceptional service.
• Experience working in a fast-paced environment with tight deadlines.
• Proficiency with CRM systems and standard office software (e.g., Microsoft Office).

Preferred Qualifications:

• Experience in estate planning, financial services, or related legal fields.
• Bilingual (English/Spanish).