Overview
Client Services Coordinator Jobs in Mount Pleasant, SC at Schwartz Legacy Planning
Would you love to help families in our community do the right thing for the people they love?
An outstanding opportunity exists in a highly regarded boutique estate planning law firm. We are seeking a Client Services Coordinator (CSC) due to growth.
Schwartz Legacy Planning is a Mount Pleasant-based family oriented entrepreneurial law firm with a mission of making the lives of families better.
If you’re someone who has extreme attention to detail, prefers working on a high-performing team with big goals, and enjoys communicating with clients, this is the position for you.
This role requires a blend of client service and paralegal skills.
Send us an email to [email protected] that clearly conveys WHY you would be a great fit for our team with details about your past experience, working within various technology platforms, and how working with our office fits into your long-term career plans.
Please include your base salary requirements plus your ideal compensation as we work together to hit our goals.
Please put “I’m THE ONE” in the subject line of your email. Any emails without the correct subject line won’t be opened.
Key Responsibilities:
· Client Services
o Prepare prospective client folders for attorneys
o Perform administrative duties of the office as needed to back-up the Client Services Director and Receptionist
o Meet with clients and act as a notary public/witness at document signings.
o Ensure data integrity across all enterprise platforms.
· Paralegal
o Scan, print, collate and organize finalized estate planning documents.
o Draft and review estate planning documents.
o Assist Paralegal and Associate Attorneys on probate filings and deadlines.
What We Offer:
· Full-time salary starting at $50,000 (commensurate with experience)
· Eligibility for monthly, quarterly and annual team performance bonuses based on revenue generation
- Monthly health insurance stipend
- Generous PTO package
- Reduced stress environment, Monday through Friday work hours
- 401(k)-style retirement benefit plan (starting in January)
- Employee discount
- Room to grow within the firm
- A warm, collaborative team that takes pride in our work and loves our clients
- Modern tech and systems to support your success
- Professional development opportunities
Job Type: Full-time
Schedule: Monday to Friday 8:30AM – 4:30PM
Work Location: In person (Mount Pleasant, SC 29466 office location)
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- Employee discount
- Paid time off
Compensation Package:
- Bonus opportunities
Work Location: In person
Title: Client Services Coordinator
Company: Schwartz Legacy Planning
Location: Mount Pleasant, SC
Category:
