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Client Service Coordinator

Your Legacy Legal Care

Houston, TX

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JOB DETAILS
SKILLS
Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Estate Planning, Financial Services, Health Insurance, Healthcare, Legal, Legal Support Skills, Organizational Skills, Presentation/Verbal Skills, Professional Services, Real Estate, Record Keeping, Sales Management, Sales Prospecting, Training/Teaching, Vision Plan, Writing Skills
LOCATION
Houston, TX
POSTED
30+ days ago
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


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.
  • 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).

About the Company

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Your Legacy Legal Care

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