Client Services Director Position Available In Williamson, Tennessee

Client Services Director August Law, PLLC 321 Billingsly Court, Franklin, TN 37067 CLIENT

SERVICES DIRECTOR- AUGUST LAW PLLC

Position Overview:

August Law, PLLC is a family-oriented entrepreneurial law firm with a mission of making the lives of families better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term. We are looking for a rock-star! You’ll be working with an attorney who: Truly cares about her clients and is passionate about helping them. Thinks outside the box when it comes to planning. Is always looking to improve and loves to learn. Wants to make a real difference in people’s lives through thoughtful planning. Strives to create a warm, compassionate experience for clients. Wants you to take ownership of your role and make it your own. Encourages personal and professional growth in this position. Pays close attention to detail and is committed to top-quality work. Maintains a high level of professionalism. Values teamwork, feedback, and collaboration. Is direct but kind when conveying feedback.

Required Skills and Qualifications:

• Tech-savvy. You’re comfortable working with multiple web applications and can troubleshoot when needed. Our technology plays a crucial role in supporting clients and shaping their experience. If a client encounters issues, you’ll assist them. Bonus points if you can identify pain points, suggest improvements, or streamline our processes to enhance efficiency and the client experience.
• Highly detail-oriented. You have a keen eye for detail and can instantly spot inconsistencies like extra spaces or uneven line lengths. Nothing gets past you!
• Highly organized. You can track clients through every stage of the planning process, ensuring nothing falls through the cracks. You’re also able to monitor key metrics related to prospective client interactions.
• Exceptional communicator. You can confidently and empathetically discuss sensitive topics like death and taxes. You have the maturity to connect with people on their level and make them feel heard and understood. You can develop trust easily with people.
• In-person presence. You are available to work in the office for the majority of a 40-hour workweek.
• Problem-solver. You take initiative to figure things out and think creatively to improve efficiency in how we deliver our services.
• Focused and disciplined.

You can stay on task even when pulled in different directions. You’re willing to learn time-blocking strategies and have the discipline to stick to your calendar.

Responsibilities:

• Client experience . You talk with prospects who are curious about our services, educate them about our process, and then once they hire us, ensure that their chosen estate plan is completed, signed, delivered and done right.
• Client tracking . You will have visibility on every matter on which the firm is working and what needs to be done. You will be confident in keeping the attorney apprised as to the status of all matters.
• Proofreading. You are responsible for one pass-through of proofreading of all plans.
• Technology.

You are responsible for sending template emails and moving clients through our processes.

Idea candidate traits:

• You are interested in developing your communication skills.
• You have interest in the subject matter of estate planning and in law.
• You are committed to growing personally and professionally.
• You have excellent verbal and written communication skills and know how to be professional in your communication.
• You’re excited to make a long-term commitment to a firm with a purpose of serving the community.
• You are excited about coming to work and making a difference in our community!
• You like to take responsibility for your work without need for micromanagement.
• You don’t dwell on mistakes but use them as an opportunity to learn.
• You do not mind talking about uncomfortable subjects like death and taxes.
• You are not in school and are not a recent graduate.

Sorry! Compensation will include base pay + bonuses based on reaching overall goals of the practice. We will be transparent about the firm goals, and how you will contribute to the firm meeting those goals. If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go to lawyer for families in our community, please apply as follows: Send us a letter that clearly conveys WHY you would be a great fit for our team with details about your past experience working directly with clients, working within various technology platforms, and how working with our office fits into your long-term career and personal growth plans. Please include your base salary requirements plus your ideal compensation as we work together to hit our goals.

BONUS:

if you add a video with these details to your application, we’d love to see your personality shine through as part of your application. Please put “I’m THE ONE” in the subject line of your email. Any emails without the correct subject line won’t be opened.

Job Type:

Full-time Pay:

$50,000 + depends on experience Expected hours: 40 hours per week

Experience:

Microsoft Office:

1 year (Required) Client services: 1 year (Required)

Work Location:

In person. Our office is located in Cool Springs in Franklin, TN. We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame, plus possibly one evening per month for an event.

Job Type:

Full-time Pay:

$45,000.00 – $60,031.25 per year

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Schedule:

8 hour shift Ability to

Commute:

Franklin, TN 37067 (Preferred) Ability to

Relocate:

Franklin, TN 37067: Relocate before starting work (Preferred)

Work Location:

In person