Client Coordinator Position Available In Duval, Florida

Client Coordinator TEEMA•4.1 Jacksonville, FL Job Details Full-time $18•$20 an hour 7 hours ago Benefits Paid holidays Paid time off Life insurance Qualifications Microsoft Office 1 year Entry level

Full Job Description Job:

Client Coordinator This client-facing position in a boutique, friendly Trust & Estates firm is hiring immediately for an entry-level Client Coordinator to join their team and provide white-glove service. Perfect for a new college grad!

Responsibilities:

Answer and direct all incoming calls, data entry, and time tracking Delegation of all emails, the firm’s intake of new clients, management of existing clients, and offloading client matters that are completed. Greet, assist, and direct all clientele that come to the office. Maintain a high client satisfaction rate by overseeing the interactions between the client and the firm. Assists the entire office with various administrative tasks and supports other roles as needed.

Requirements:

College Degree At least 1 year of experience scheduling meetings, assisting clients through the firm’s consultation process, processing original documents Drafting and exporting client retainer letters Routine upkeep with clients and maintaining the customer relationship management software. Proficient in Microsoft Office and Adobe, Actionstep a plus.

Location:

Jacksonville, Florida Type:

Permanent / Hourly /

Onsite Salary:

$18/hr.•$20/hr. ($38K•$40K) + Overtime

EXCELLENT BENEFITS

This position is structured to be a full 40-hour work week ($18•$20) and client-facing during business hours, so no overtime is expected or asked of; overtime has to be approved before going over the 40 hours if the situation arises.

LOMFM Benefits:

4 paid Holidays at 6 months 8 paid Holidays at 1 year 10 PTO/Sick days at 1 year Life Insurance (75k) at 1 year (additional 25k application for a total of 100k) Simple IRA contribution at 1 year (LOMFM matches up to 3%) Supplemental Emergency Insurance Policy at 6 months Car detailing monthly for the entire office Weekly lunches for the entire office