We are currently seeking a Client Engagement Specialist to join our team. The ideal candidate will have a passion for helping people, excellent communication skills, and a strong understanding of estate planning and elder law. This position is full-time and will be based in our Riverhead office.
Salary Information:
- Competitive salary commensurate with experience - Benefits package including health insurance, retirement plan, and paid time off - Opportunities for growth and advancement within the firm
Job Title:
Law Firm Client Engagement Specialist
Experience Information:
- Minimum of 2 years experience in estate planning and elder law - Strong understanding of estate planning strategies and documents - Experience with client engagement and relationship building
Responsibilities:
- Act as the main point of contact for clients and potential clients, answering any questions and providing information about our services - Conduct initial consultations with potential clients to assess their needs and determine if our firm is a good fit for them - Assist attorneys in preparing estate planning documents and managing client files - Coordinate and schedule appointments for clients with attorneys - Follow up with clients to ensure all necessary documents and information are received in a timely manner - Maintain client database and update records as needed
SEO Friendly Job Title:
Estate Planning and Elder Law Client Engagement Specialist
H1 Heading:
Join Our Team as a Client Engagement Specialist
H2 Headings:
- About Our Firm - Job Description - Salary and Benefits - Experience Requirements - Responsibilities
Bold Headlines:
- Passion for Helping People - Excellent Communication Skills - Opportunities for Growth and Advancement
About Our Law Firm:
- Boutique, fast-growing Estate Planning law firm - Located in Riverhead, NY - Specializes in protecting clients' legacy from probate, long-term care expenses, and unnecessary taxes - Focuses on planning ahead for clients' future
Job Description:
- Seeking a Client Engagement Specialist to join our team - Full-time position based in Riverhead, NY - Requires strong understanding of estate planning and elder law
Salary and Benefits:
- Competitive salary based on experience - Benefits package including health insurance, retirement plan, and paid time off - Opportunities for growth and advancement within the firm
Experience Requirements:
- Minimum of 2 years experience in estate planning and elder law - Strong understanding of estate planning strategies and documents - Experience with client engagement and relationship building
Responsibilities:
- Main point of contact for clients and potential clients - Conduct initial consultations to assess client needs and determine if our firm is a good fit - Assist attorneys with document preparation and client files - Schedule appointments for clients with attorneys - Follow up with clients to ensure all necessary information is received - Maintain client database and update records
Join Our Team as a Client Engagement Specialist:
- Be a part of a fast-growing and reputable Estate Planning law firm - Work in a supportive and collaborative team environment - Utilize your expertise in estate planning and elder law to make a positive impact on clients' lives - Receive competitive salary and benefits package - Opportunities for growth and advancement within the firm
Passion for Helping People:
- Our firm is dedicated to helping clients protect their legacy and plan for their future - We are looking for someone who shares this passion and is committed to making a difference in clients' lives
Excellent Communication Skills:
- As the main point of contact for clients, strong communication skills are essential - Must be able to effectively explain complex legal concepts to clients in a clear and concise manner
Opportunities for Growth and Advancement:
- We value our employees and provide opportunities for growth and advancement within the firm - As we continue to grow, there will be potential for career advancement and leadership roles within the firm
In summary, our boutique Estate Planning law firm in Riverhead, NY is seeking a Client Engagement Specialist with a passion for helping people and a strong understanding of estate planning and elder law. This full-time position offers a competitive salary and benefits package, as well as opportunities for growth and advancement within the firm. Join our team and make a positive impact on clients' lives while growing your career in a supportive and collaborative environment.
