Job Description
Job Description
Baranski Law PC, a growing estate planning and elder law firm, is looking for a Client Services Director to be the key point of contact for our clients. This role ensures every client has a smooth, supportive experience from intake through plan completion.
This is not just another admin role — it’s a key position in our firm’s growth. For the right candidate, this role has the potential to expand into a leadership position with support staff as the firm grows.
DUTIES AND RESPONSIBILITIES
The Client Services Director is responsible for creating a relationship with the client that starts when they engage our firm. The Client Services Director’s job includes (but is not limited to) the following responsibilities:
- Run 15-minute intake calls and manage client onboarding.
- Greet, call and interact with our clients. Confirm appointments and send reminders.
- Keep our CRM accurate and up to date.
- Oversee pre-meeting communications and document prep.
- Coordinate estate plan signing ceremonies and binder deliveries.
- Assist in organizing client files and official binders for the client.
- Serve as the client’s main contact for questions and updates.
- Support occasional evening workshops or events.
PREFERRED QUALIFICATIONS
- Excellent communication and organizational skills.
- Comfortable managing tasks independently and meeting deadlines.
· Ability to meet and deal with internal and external customers in a professional manner.
- Proficiency with MS Office and/or Google Suite, and general ability to use technology.
- 2+ years in an administrative, client-facing, or service coordination role.
- Experience with bookkeeping or QuickBooks a plus.
Schedule & Pay
- Flexible hours, generally Mon–Thu, 10:00 AM–3:00 PM.
- Competitive pay with a 10% increase after successfully completing a 90-day training period.
- This position has the opportunity to grow into a full-time position.
- Occasional evening hours (2–3/month) may be required for live events.
If you’re ready to grow with a firm and take ownership of a role that truly matters, we’d love to meet you.
Company DescriptionSolo Law firm focused on Estate Planning and Elder law
Company Description
Solo Law firm focused on Estate Planning and Elder law