Client Service Coordinator - Sales
Full Time • Houston
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Do you thrive in conversations that matter? Are you energized by helping people navigate complex decisions with clarity and confidence? At Your Legacy Legal Care, we believe estate planning is more than paperwork—it’s peace of mind. We’re seeking a Client Services Coordinator who brings empathy, insight, and a results-driven mindset to every client interaction.
This role is a great fit for professionals with a background in real estate, financial services, or other client-facing industries who are ready for a stable, full-time opportunity with purpose. If you’re skilled at building trust, guiding people through important decisions, and managing multiple client relationships, we’d love to meet you.
Travel between Sugar Land, Galleria, and Katy offices required
Travel between Sugar Land, Galleria, and Katy offices required
What You’ll Do
- Lead Initial Consultations: Host engaging, informative meetings with prospective clients exploring estate planning options.
- Educate & Empower: Clearly explain our service packages, tools, and pricing—highlighting benefits and addressing concerns with confidence and care.
- Guide Decision-Making: Use our structured meeting outline to uncover client goals, identify barriers, and offer tailored solutions that move them forward.
- Collaborate Across Teams: Ensure smooth handoff of client information to attorneys and support staff for next steps in the planning process.
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Track Engagements: Maintain accurate records of meetings, follow-ups, and client progress in our CRM system.
What You Bring
- Proven ability to build rapport and guide clients through decision-making processes.
- Strong verbal and written communication skills, with the ability to simplify complex legal concepts.
- Detail-oriented approach to note-taking and documentation.
- Familiarity with the legal or financial services industry preferred.
- Strategic mindset with a focus on outcomes and client satisfaction.
- Ability to manage multiple client engagements with professionalism and care.
- 2+ years of client-facing experience in a professional services environment (real estate, legal, financial, healthcare, or similar).
Compensation: $45,000.00 - $55,500.00 per year
About Us
Since tomorrow is promised to no one, it is imperative that everyone have their estate plan in place. And honestly, you plan because you have someone you love. Protecting your loved ones and all that is valuable to you can only be accomplished with a comprehensive estate plan through the creation of a will, trust, or another estate planning tool. We have the unique ability to help you in that endeavor so that you are prepared for whatever the future may bring.
At Your Legacy Legal Care®, we believe that our approach to estate planning is the most efficient and effective way to protect the rights and interests of you and your loved ones. Representing individuals throughout the Greater Houston area, we strive to provide our clients with the professional, skilled services they need and deserve. From simple wills to complex family business succession plans, we have the experience necessary to meet all estate planning needs.
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