Job Description
Job Description
The Parents Estate Planning Law Firm – Acton, MA (On-site)
Are you a people-person who loves creating meaningful experiences and lasting impressions? The Parents Estate Planning Law Firm is looking for a Client Care Liaison to join our team. In this role, you’ll ensure that every client interaction—from first contact to lifelong relationship—is handled with care, warmth, and professionalism.
You will interact with both potential clients as well as existing clients, ensuring a high-level experience. This will include everything from handling intake calls from potential clients and coordinating and attending events, to speaking with current and past clients about their experience and acquiring Google reviews.
This position is open due to growth!
Compensation:
$45,000
Responsibilities:
Client Intake Support:
- Assist prospective clients during their initial contact with the firm.
- Schedule consultations and gather relevant intake information with empathy and professionalism.
- Ensure potential new clients have a smooth and welcoming introduction to our firm.
Client Relationship Management:
- Maintain regular contact with clients throughout their lifetime with our firm.
- Track and manage client milestones in our CRM system; birthdays, anniversaries.
Client Engagement & Reviews:
- Coordinate client check-ins, satisfaction surveys, and Google review requests.
- Help develop creative ways to stay engaged with clients after their planning is complete.
- Support client appreciation and referral programs.
Event Coordination & Attendance:
- Assist with planning, promoting, and attending firm-hosted workshops, webinars, and appreciation events.
- Manage event logistics and on-site coordination.
- Attend events, answer questions, and be available to schedule appointments.
Administrative Support:
- Provide general administrative and office support to ensure smooth operations.
- Provide backup reception support.
- Assist with marketing and communication tasks as needed.
Qualifications:
- 4-year college degree.
- 1-2 years of experience in a professional office setting.
- Exceptional interpersonal and communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Comfortable using CRM and scheduling systems (experience with HubSpot a plus). Microsoft Office.
- Previous client service, sales, and administrative experience preferred.
- A positive, team-oriented attitude and a genuine desire to help people.
About Company
About Our Firm:
The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.
Our Mission:
To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.