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Summit Estate Planning Group PLLC
Client Experience & Estate Planning Coordinator
Entry-Level JobVerifiedNo experience needed
Career Insights for Customer Experience Manager
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Based on New Jersey data
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What they do
A Customer Experience Manager manages processes used by a company to track customer interactions, improve customer service and build customer loyalty. Reviews sales and marketing interactions with customers. Gathers and analyzes customer feedback and designs practices to improve customer experience.
$73,378 / year median in New Jersey
+10% projected growth
Job Description
At Summit Estate Planning Group, estate planning is about helping families protect the people and assets they care about most. We're looking for a compassionate, organized, and detail-oriented professional to play a key role in delivering the exceptional client experience our firm is known for in our new New Jersey office. What You'll Own
- Welcome clients and create a warm, professional first impression.
- Manage phones, scheduling, calendars, and day-to-day office operations.
- Prepare estate planning documents after attorney approval and training.
- Keep clients informed and coordinate signing appointments and follow-up.
- Ensure files are accurate, organized, and completed on time.
- Genuinely enjoys helping people and communicates professionally and confidently.
- Has exceptional attention to detail and organization.
- Learns quickly and is comfortable with Microsoft Office and new technology.
- Takes ownership, follows through, and solves problems.
- Can manage multiple priorities while maintaining high standards. This Position May Not Be Right for You If... You dislike working with people, struggle juggling multiple priorities, need constant reminders, or believe "good enough" is good enough. What We Offer
- Competitive compensation
- Paid Time Off and paid holidays
- Comprehensive paid training
- A supportive, professional team environment
- The opportunity to help launch our new New Jersey office How to Apply Please email your résumé, a brief cover letter, and your salary expectations to Vikki.