Client Services Coordinator

Job Description

Job Description

Job Title : Client Services Coordinator

Location : Naples, FL

Employment Type : Full-Time

Department : Client Services

About the Role

Stouffer Legal is hiring a Client Services Coordinator for our Naples office. This is a phone-heavy, back office role focused on delivering a five-star client experience over the phone while keeping our systems organized behind the scenes. You will handle high call volumes, scheduling, and CRM updates, prepare materials for attorney meetings, and keep documentation accurate. You will also back up the Front Office Coordinator as needed for in-person coverage and client hospitality. In addition, this position facilitates one weekly evening educational workshop. You will help set up the space, welcome attendees, support the presenting attorney, and make sure the session runs smoothly.

Key Responsibilities :

Phone Support (Primary)

• Answer and make 30-40 client calls per day with a warm, professional tone
• Route calls, document interactions, and create follow-up tickets as needed
• Schedule, confirm, and reschedule client appointments
• Handle call overflow and voicemail follow up

Back Office and Administrative

Client Hospitality and Front Desk Backup

Workshop Facilitation (Weekly Evening Event)

Tools & Systems You'll Use

CRM software, Microsoft Teams, Outlook, scanners / printers, RingCentral

Schedule

Compensation & Benefits

What You Can Expect in the Hiring Process

We encourage everyone to include a cover letter, resume, and a statement of interest with your application. Join our team and become an integral part of an estate planning law firm that values its clients and employees.

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of our Firm.

Job Posted by ApplicantPro