Client Services Director-Fast Growing Entrepreneurial Small Law Firm

Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? Do you love meeting and interacting with new people? If so, you might be the key team member we are seeking.

Kelley Legacy Law is a family oriented, rapidly growing, entrepreneurial law firm with a mission of making the lives of families [and small business owners] better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.

This is a full-time, salaried position with a lot of room to grow, as we are just in the process of establishing our systems, and will need you to take the lead on implementation and execution on our behalf, using the technology and training we’ve invested in to support you.

Our office is located in the Skyway Professional Center near the Bent Creek Road exit on I-85. Our office sits right on the Auburn/Opelika city limit line.  We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame.

You MUST be “tech savvy” and able to handle working with several different databases of information. One of your most critical and immediate jobs will be to learn, understand and master the various systems that support us to serve our clients and ensure they have a “Wow!” experience every time they interact with our office.

We are a very small team, which means you will need to figure some things out on your own and be able to creatively problem solve to create more efficiency in the delivery of our service. 

If you are the right person, you’ll be ready to jump in and make coffee or fill the printer with paper, when that’s necessary.  But, the most important part of your job involves talking with our prospects who are curious about our services, educating them about our process, and then once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered and done right.

In the early days of our work together, while in training to serve clients, you may be helping with our marketing efforts, getting our lawyer out in the community, setting up speaking engagements, identifying expos for us to attend, exhibit and speak at, and auctions where we can contribute, and otherwise getting our firm seen and heard in the community. 

Then, you will follow up on leads and set appointments for what we call a “Life & Legacy Planning Session” during which we consider family dynamics, assets and what the ideal plan is for each family we work with. From there, you will help us deliver on the chosen planning solutions for each client.

You must be able to think on your feet and make smart decisions.  Is this an easy job?  Definitely not. However, the potential for growth and long-term employment is high, and if you’ve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us. This is not a typical law office experience. We want you, and especially our clients, to feel at home while in our office without the usual stuffy and sterile law firm environment. No rich mahogany furniture, leather bound books, or three-piece suits in this firm!

If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go to lawyer for families in our community, please apply as follows:

How to apply:

 Send an email to the following address, legacyclientservice@gmail.com, and include the following:

1. A letter that clearly conveys WHY you would be a great fit for our team.  Include details about your experience working directly with clients, technology experience, and how working in our office fits into your long-term career plan.  Please include salary requirements and ideal compensation.  As a bonus, in lieu of the letter, consider sending a video that showcases your personality and answers the questions above.
2. Your enneagram type. If you don't know it, you can take the free assessment at https://www.crystalknows.com/enneagram-test#assessment. You don't need to pay for the full results; the information you receive for free is enough.
3. Please put “I’m THE ONE” in the subject line of your email. 

Requirements

Responsibilities and Duties:

• Your role as a Client Services Director is pivotal in building and nurturing relationships with prospective clients. From the moment they engage with our firm, you will be their primary point of contact, ensuring everyone stays on track to meet the established deadlines.

• Follow up on leads and set appointments for the initial “Life and Legacy Planning Session”.

• Set the client up in the system and schedule tasks associated with their customized plan.

• Manage all communication to and from the client. This includes preparing and receiving documents, proofreading, scheduling, and conducting client meetings, interviews, and signings. 

• Monday, Wednesday, and Friday in-person or remote meetings with the attorney to review workflows and provide status updates. 

• And other duties as assigned.

Skills Needed:

• 2-4 years of experience in an Administrative Assistant position.  Legal office experience is a plus but not required.

• MUST be “tech savvy” and able to handle working with several different databases of information (i.e. cloud-based practice management software, client information intake software, Mailchimp, Canva, etc.)

• Task and detail-oriented and can work on multiple projects at once.
• Self-motivated and possesses the ability to work independently.

• Fast learner with the ability to think and react on your feet.

• Good typing skills and knowledge of Microsoft Office and Adobe Acrobat products.
• Knowledge of social media and basic marketing skills.

Benefits

Benefits:

• Full-time, salaried position.

• Bonuses - based on reaching overall goals and objectives.

• In-person and remote working environment.

• Long-term opportunity with the goal of growing and expanding.