For someone who genuinely cares about people and shows it in the details.At our firm, client experience isn't a department-it's the standard.We work with individuals and families making important, often emotional decisions about their future. The way they are treated-how they are welcomed, communicated with, and guided-matters just as much as the legal work itself.We're looking for a Client Experience Coordinator who takes that responsibility seriously. Someone thoughtful, attentive, and proactive-who notices the small things, follows through, and ensures every client feels cared for, respected, and confident throughout their experience.This role is highly interactive and client-facing. You will serve as a key point of contact for clients while also supporting the internal coordination needed to keep matters moving forward smoothly and accurately.What You'll Be Responsible ForCreating a High-Quality Client ExperienceWelcome clients into the office with professionalism, warmth, and attention to detailServe as a consistent, reliable point of contact throughout their experienceEnsure clients feel informed, prepared, and supported at each stageHandle interactions with care, discretion, and respect for the nature of the workFollowing Through and Keeping Things MovingProactively follow up with clients to gather information and documentationCoordinate scheduling with accuracy and efficiencyHelp ensure client matters move forward without unnecessary delaysCommunicate clearly and appropriately with both clients and the internal teamSupporting Legal Work with PrecisionAssist with the preparation and assembly of estate planning documentsMaintain accurate and organized client records across systemsSupport document signing processes, including notarization (or willingness to obtain)Ensure materials are complete, accurate, and handled with careSupporting the Team and Office OperationsCoordinate between clients and the legal team to ensure alignment and follow-throughHelp maintain organization across tasks, schedules, and prioritiesContribute to a professional, calm, and well-run office environmentWhat We're Looking For1-3+ years of experience in a client-facing role in a professional environmentA genuine care for people and a desire to create a positive experience for othersStrong attention to detail and follow-throughClear, professional communication skillsThe ability to stay organized and manage multiple prioritiesSound judgment and discretion when handling sensitive informationComfort with technology, including CRM systems and Google WorkspacePreferredExperience in a law firm or professional services settingNC Notary Public or willingness to obtainWhat Sets You ApartYou care about doing things well, not just getting them doneYou notice details others overlookYou follow through without needing to be remindedYou communicate with intention and professionalismYou take ownership of your work and the experience you create for othersPosition DetailsLocation: Onsite (Raleigh, NC)Schedule: Monday-Friday, 8:30 AM - 5:00 PMOccasional evening events: Less than 3 per monthWhy This Role MattersFor many of our clients, this process represents important life decisions. The experience we provide should reflect the level of care and thoughtfulness that is deserved.This role plays a direct part in that.About Carolina Family Estate PlanningCarolina Family Estate Planning, a distinguished woman-owned law firm in Cary, NC, is on a mission to empower our community through education, comprehensive estate planning, estate administration, and related services. We are driven by core values of integrity, proactivity, accountability, teamwork, innovation, and a commitment to personal and professional thriving. Our team's dedication to these principles and to each other has propelled us to become one of the fastest-growing law firms in the country, year after year. Join us in our journey to provide peace of mind and expert guidance to our clients, ensuring their estate planning and administration needs are met with the utmost care and professionalism. We prioritize the safety and security of our clients and employees. As part of our onboarding process, candidates selected for hire will be required to undergo a background check and/or a credit check, depending on the specific position.How to ApplyReady to embark on a rewarding career with us? Applying is simple and mobile-friendly. Kickstart your journey by completing our quick 3-minute initial application. Don't miss this opportunity to contribute to a team where your work truly makes a difference.
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