Client Management Coordinator Jobs

McCullough Law is seeking a full-time Client Management Coordinator to join our fast-growing company and provide exceptional, elevated service to ensure client goals and objectives are met. The ideal candidate for this position is a people-person, reliable, meticulous, one who thrives in a collaborative team environment, and is highly motivated to meet and exceed expectations.

Our core values are the compass of our business and hiring process. We value humility, a job well done, and building relationships. These values guide us as we build, secure, and fulfill legacies for our employees and clients because everyone deserves to leave a legacy. Could we be yours?

Responsibilities:

• Maintain a comprehensive and accurate history for each client
• Build and maintain solid relationships with team members and provide effective supervision
• Develop strong and trusted relationships with clients and their advisors through timely and accurate communications
• Work directly with attorneys and the client relations management team to ensure best recommendations are made and fulfilled
• Review documents and obtain signatures
• Coordinate heavily with other client-facing team members to ensure the client is taken care of to the firm’s elevated standard of service
• Gather client information to proactively assess, clarify, and validate client needs on an ongoing basis
• Follow up and follow through on client action items

Requirements

• Client management experience building relationships and providing consistent, elevated service preferred
• 3+ years of professional experience in finance, healthcare, legal, or business required
• Applicants must be available to work onsite, Monday – Friday 8:25 a.m. – 5:00 p.m.
• Critical thinking and problem-solving skills
• Ability to manage work with outstanding organization and time-management
• Ability to keep exceptional notes and gather information from clients and advisors to ensure all records are complete and accurate
• Must have professional appearance and demeanor
• Proficiency with Microsoft Suite
• Thoroughly follows task procedures and meets multiple deadlines at one time
• Ability to work in ambiguous environments and implement feedback
• CRM experience preferred
• Proven ability to work independently and maintain strict confidentiality
• Exceptional verbal, written, and interpersonal skills
• Supervisory experience preferred

Benefits

• Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
• Paid time off and paid holidays
• Pay range $52,000-65,000 per year *DOE