Client Relations Coordinator

McCullough Law is seeking a full-time Client Relations 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

  • Develop strong and trusted relationships with clients and advisors through timely and accurate communications
  • Work directly with attorneys and the client management team to ensure best recommendations are made and fulfilled
  • Build and maintain solid relationships with team members
  • Proactively assess, clarify, and validate client needs on an ongoing basis
  • Gather information from the clients and their advisors to ensure client success
  • Resolve client matters in an accurate and timely manner
  • Maintain a comprehensive and accurate history for each client

Requirements

  • 3+ years of professional experience in finance, healthcare, legal, or business required
  • Proven experience building client relationships and providing consistent, elevated client experiences
  • Exceptional verbal, written, and interpersonal skills
  • Must have professional appearance and demeanor
  • 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
  • Thoroughly follows task procedures and meets multiple deadlines at one time
  • Ability to work in ambiguous environments and implement feedback
  • Proven ability to work independently and maintain strict confidentiality
  • Proficiency with Microsoft Suite
  • CRM experience preferred
  • Applicants must be available to work onsite, Monday – Friday 8:25 a.m. – 5:00 p.m.

Benefits

  • Annual Salary: $52,000 – $65,000 DOE*
  • Paid time off and paid holidays
  • Benefits include health, dental, vision, and life insurance, 401(k) matching, and gym membership reimbursement
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