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Law Firm Client Engagement Specialist
Riverhead, NY

Job Description:

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.






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