What are the responsibilities and job description for the Client Services Coordinator position at The Law Offices of Bello & Morton, LLC?
Are you passionate about helping families protect what matters most? Do you have experience working in estate planning or a law firm? Have you worked in financial services, real estate closings, or assisted clients with insurance applications? Are you self-motivated, detail-oriented, and easy to work with? If so, you might be the key team member we’re looking for!
About Us:
The Law Offices of Bello & Morton, LLC is a family-oriented, entrepreneurial law firm dedicated to making life easier for families and small business owners. We are seeking a Client Services Coordinator who is sharp, driven, and friendly to become an integral part of our growing team.
About the Role:
This is a full-time position with significant opportunities for growth. As we continue to refine our systems, you will play a key role in implementation and execution, using the technology and training we’ve invested in to support you.
Our office is located in the heart of Wareham, and while this role primarily requires in-office work, we offer flexibility when needed.
Key Responsibilities:
- Serve as the primary point of contact for potential and existing clients, ensuring they receive a high-touch, seamless experience.
- Master our client management systems and processes to optimize efficiency and organization.
- Assist clients with document preparation, scheduling, and ongoing communication.
- Support marketing and business development efforts, including follow-ups and outreach.
- Maintain a high level of professionalism and confidentiality in all interactions.
Qualifications:
- Proven experience in estate planning, law firms, or client services.
- Strong communication skills with the ability to engage clients effectively.
- Background in financial services, real estate closings, or insurance applications is a plus.
- Proficiency in project management, organization, and prioritization.
- Highly tech-savvy, with the ability to learn and manage multiple digital systems.
- Detail-oriented, adaptable, and able to work both independently and as part of a team.
Why Join Us?
- Growth Potential: Be part of a firm that values your long-term contribution.
- Meaningful Work: Help families protect what matters most.
- Supportive Team: Work in a collaborative and entrepreneurial environment.
Job Type: Part-time
Pay: $30.00 - $40.00 per hour
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $30 - $40
