Welcome Team Coordinator

Job Summary

To support a fast-growing estate planning law firm, the full-time Welcome Team Coordinator will manage client interactions, conduct needs analyses, and maintain lead tracking while working remotely.

Key responsibilities

• Conduct in-depth meetings with potential clients to perform needs analyses
• Maintain a tracking system for leads, new clients, and referral sources
• Oversee the smooth transition of new cases to the legal team

Required qualifications

• Minimum two years of telephone experience
• Minimum one year of data entry experience
• High school diploma required; bachelor's degree preferred
• Experience in a high-volume customer service role
• Proficiency in Microsoft Office products and cloud-based software