Client Services Coordinator

Job Title:

• Client Services Coordinator         FLSA Exempt Status: Non-Exempt Reports to: Law Firm Leader   Job Summary Join our team at Cocheco Elder Law Associates, where we guide clients through estate planning, probate, trusts, and elder care matters.


• As the Client Intake Specialist, you will play a critical role in triaging potential prospective clients, managing all client intake, and ensuring seamless communication.
• This position serves as the first point of contact for the firm, making active listening, effective communication, and professionalism key to success.
• You will also act as a backup phone responder, ensuring no client request goes unanswered.

Responsibilities Client Intake and Triage:

• Handle incoming inquiries from prospective clients, assess their needs, and scheduling initial consultations based on the level of planning needed.