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Client Services Coordinator

About McCullough Law

We are…

…the golden standard for private wealth and estate planning. We are experts at crafting custom-tailored solutions designed to address the unique complexities of assets and personal family dynamics. We provide exceptional care. Attention to every detail of our clients’ needs is our highest priority. We strive to protect the value of each client’s estate and ensure that legacies live on for generations.

We are not for everyone, but what we do matters to everyone. Those who choose us choose to be a part of something bigger than themselves. The people who will thrive here are people who want to serve others at the highest level. They want more out of a job than simply clocking in and clocking out. They want to be a part of a cause that builds up the people around them, including clients, team members, and themselves. We demand the best because the team, the law, and the client demand—and deserve—the best. And, if we do it right, then we will build something that outlasts all of us.

About Your Role

As a Client Services Coordinator …

… you thrive on building relationships and making a difference in each interaction you have with every individual. You are the initial point of contact for prospective clients and strategically set the stage for a successful partnership. You must be energized by engaging and connecting with people, as you are a key team member in selling clients the initial value of our services. As a foundational step in our process, you pave the way for the entire team’s success. You utilize your talents for capturing attention and demonstrating how our services can positively impact lives. You follow up and follow through to show people the dedication and excellence they can expect from our team.

Responsibilities

As a Client Services Coordinator Your Day-to-Day May Involve…

  • Providing an exceptional client experience
  • Cultivating strong and trusted relationships with clients and third-party professionals through prompt and accurate communication
  • Providing professional communication in person, and by phone, email, and fax
  • Strategically plan and precisely execute the management of calendars for clients, attorneys, and team members
  • Coordinating calls, meetings, and consultations with clients’ financial advisors, accountants, and other professionals
  • Monitoring and reporting on department goals, workflow, productivity, and deadlines for scheduling team
  • Aligning department objectives with firm strategic planning

You will Find Success Here if…

… you exist to be a humble perfectionist; detail-loving, energized-by-work big thinker; team player who sees problems as opportunities; and is a relentless, never-satisfied improver...

Housekeeping:

  • Location: Provo/Orem, Utah Area
  • Status: Full-time, 100% onsite
  • Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.

Our Investment in Your Becoming begins with…

…your growth and development:

  • Approximately 900 hours of professional, role specific training within your first 9 months.
  • McCullough Law University
    • Courses offered cover a range of topics, including emotional resilience and self-awareness, leadership, communication, teamwork, confidence, big picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Excel, rules of professional conduct, professional writing, how to read legal documents, recognizing and selling value, teaching and training skills.
    • Approximately $20,000 in annual McCullough Law University enrollment

...your work-life synergy:

  • 15 Paid Holidays
  • Generous PTO

...your health and wellness:

  • Health, dental, vision insurance, and life insurance with generous premium coverage
  • VASA Gym Membership reimbursement
  • Employee Assistance Program

...your investment in your current and future financial success:

  • 401(k) matched up to 6%
  • Starting wages of $18-23+/hour (DOE)

Average salary estimate

$42640 / YEARLY (est.)
min
max
$37440K
$47840K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Services Coordinator, McCullough Law

If you're looking for a rewarding career with McCullough Law as a Client Services Coordinator, you're about to embark on an exciting journey where your skills and passion for service can truly shine! In this role, you'll be the friendly face and helpful voice that sets the tone for each client's experience. We pride ourselves on delivering exceptional care and attention to detail, ensuring that our clients feel valued and understood. Your main goal will be to build lasting relationships while introducing prospective clients to the tailored solutions we offer in private wealth and estate planning. You'll be coordinating communications with clients and third-party professionals, managing calendars, and scheduling meetings to ensure everything runs smoothly. But it doesn't stop there! You'll thrive in an environment that values growth and continuous improvement, receiving approximately 900 hours of professional training to sharpen your skills. At McCullough Law, we believe in work-life synergy, offering generous PTO and health benefits because your well-being matters to us. If you have a knack for making connections and are eager to bring your organizational talents to a crucial team role, this is your chance to be part of something meaningful. Ready to take a step towards a fulfilling career that makes a difference? Join us as a Client Services Coordinator and help us protect legacies while building your own success story!

Frequently Asked Questions (FAQs) for Client Services Coordinator Role at McCullough Law
What does a Client Services Coordinator do at McCullough Law?

At McCullough Law, a Client Services Coordinator plays a vital role in crafting exceptional client experiences. As the first point of contact, you will actively engage with prospective clients, building relationships and emphasizing the value of our estate planning services. Your responsibilities include scheduling consultations and effectively communicating with clients and professionals, ensuring that each interaction is personal and productive.

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What skills are necessary for a successful Client Services Coordinator at McCullough Law?

To thrive as a Client Services Coordinator at McCullough Law, it's essential to possess excellent communication and organizational skills. You should be detail-oriented, keep a positive attitude, and be energized by helping others. Being a big thinker who sees challenges as opportunities is crucial, as is having a commitment to continuous personal and professional growth.

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What kind of training will I receive as a Client Services Coordinator at McCullough Law?

McCullough Law is dedicated to your professional development, offering approximately 900 hours of role-specific training within your first nine months. Our comprehensive training program covers a variety of topics, ranging from emotional resilience to effective communication and legal document reading, equipping you with the skills necessary to excel in your role as a Client Services Coordinator.

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What opportunities for career advancement are available for a Client Services Coordinator at McCullough Law?

Starting as a Client Services Coordinator at McCullough Law opens the door to numerous opportunities for growth and advancement within the firm. As you develop your skills and demonstrate your commitment, there may be chances to take on additional responsibilities, train others, or transition into specialized roles, allowing you to build a rewarding career path.

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What is the work-life balance like for a Client Services Coordinator at McCullough Law?

At McCullough Law, we believe in providing a healthy work-life balance for our Client Services Coordinators. With a standard Monday through Friday schedule and generous PTO, you will find that our commitment to your well-being fosters a positive work environment where you can thrive both personally and professionally.

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Common Interview Questions for Client Services Coordinator
Can you describe a time when you provided excellent customer service as a Client Services Coordinator?

When answering this question, focus on a specific instance where your actions positively impacted a client's experience. Highlight how you assessed their needs, communicated effectively, and followed up to ensure satisfaction, illustrating your dedication to maintaining strong client relationships.

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How do you prioritize tasks in a busy client services role?

Discuss your organizational techniques, such as creating schedules or using task management tools. Illustrate how you assess urgency and importance, enabling you to manage multiple responsibilities while ensuring all clients and team members receive timely support.

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What strategies do you use to build trust with clients?

Explain how you create rapport through active listening, empathy, and clear communication. Mention the importance of being transparent and consistent, as well as your ability to maintain confidentiality, which is crucial in a legal setting.

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How do you handle difficult clients or situations?

Share a challenging experience and describe how you approached the situation with professionalism and calmness. Highlight your conflict resolution skills, demonstrating your ability to empathize and provide solutions that address the client's concerns.

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Why do you want to work as a Client Services Coordinator at McCullough Law?

Express your admiration for McCullough Law's commitment to client care and excellence in estate planning. Discuss how your values align with the firm's mission and how you see yourself contributing to a positive, impactful environment.

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How do you stay organized when managing multiple client accounts?

Discuss your methods for keeping track of information, such as utilizing digital tools or maintaining detailed records. Emphasize the importance of regular reviews to stay on top of deadlines and follow-ups, ensuring every client receives the best service possible.

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What do you think are the key qualities of a successful Client Services Coordinator?

Articulate the significance of strong interpersonal skills, empathy, high attention to detail, and the ability to adapt to changing situations. Emphasize how these qualities lead to a positive client experience and contribute to the overall success of the team.

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How would you handle a situation where a client’s expectations are not met?

Explain how you would approach the client to understand their concerns fully, offer sincere apologies if appropriate, and identify steps to rectify the situation. Highlight your commitment to ensuring client satisfaction and the importance of transparent communication.

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What techniques do you use to maintain effective communication with your team?

Detail how you utilize team meetings, email updates, or collaborative tools to keep everyone aligned. Illustrate your belief in open communication as a means to address concerns promptly and share successes.

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What attracted you to a role in client services within the estate planning field?

Share your passion for helping others and the importance of estate planning in providing peace of mind for families. Discuss how you’re drawn to the opportunity to make a lasting impact on clients’ lives through dedicated service.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
December 14, 2024

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