Client Experience Coordinator

Safe Harbor Wills and Trusts

Camillus, NY

At Safe Harbor Wills and Trusts, we guide families through the important work of estate planning, elder law, probate, and Medicaid planning. As the first person the clients meet, the Client Experience Coordinator ensures every individual feels respected, welcomed, and cared for from the very first interaction. This is a full-time, entry-level position and the best starting point for someone looking to build a professional career in a law firm environment. No legal background is required — what matters most is your personality, professionalism, and organizational skills. We’ll teach you the rest. The Client Experience Coordinator is the welcoming face and voice of the firm, helping create a smooth, reassuring client journey while keeping the front office organized and running efficiently. If you’re dependable, eager to learn, and want to launch a career where client relationships truly matter, this is the perfect place to start. Responsibilities: • Warmly greet and assist visitors, clients, and colleagues, ensuring they feel welcome and valued. • Answer and direct incoming phone calls and emails with professionalism and care. • Schedule appointments and keep calendars accurate and up to date. • Support office operations with data entry, filing, and other administrative tasks. • Ensure the reception and client areas are clean, organized, and presentable at all times. • Use Microsoft Word and Excel to complete basic office tasks (letters, spreadsheets, checklists, etc.). • Work within the firm’s CRM system to keep client information accurate and up to date. Qualifications: • Professional presence and voice – you are both the face and the voice of the firm, and you ensure the client environment reflects that professionalism. • Friendly communicator – you listen with empathy and respond with sincerity, whether in person or over the phone. • Organized and detail-oriented – you can manage multiple interruptions while staying on track. • Dependable and personable – clients and colleagues can count on you to show up and follow through. • Comfortable with Microsoft Word and Excel. • Able to learn and use CRM software effectively (training provided). • Prior office or customer service experience is a plus, but not required. About Company: Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. Safe Harbor Wills and Trusts believes in giving back to our communities. We sponsor different charities throughout the year. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Posted 2025-09-24

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