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Posted: Sunday, February 4, 2018 6:54 PM

Job Description
The Client Service Coordinator (CSC) role encompasses those duties which directly support
Lead Planners and their teams to acquire new clients and retain existing ones.
Essential Duties and Responsibilities
Gathers, organizes, and inputs client and prospect data into the Firms system.
Manages data accuracy and integrity and keeps records current on prospect pipeline status for intake purposes.
Prepares various deliverables which directly support client acquisition such as marketing
letters, retainer agreements and compliance materials.
Prepares and processes all documentation related to client implementation and on:going maintenance, transfer documents and other forms as required.
Responds to daily alerts or notifications.
Troubleshoots, escalates as appropriate, and determines the appropriate action required. Coordinates all internal last contact reports with the client service team to determine
those clients requiring contact or additional attention.
Coordinates client touch points which reinforce the on:going client retention process including anniversaries, Thank You notes, and/or gifts.
Performs all calendaring functions with both internal teams as well as external prospects and
Communicates directly with external parties to coordinate times and venues. Allocates firm resources (room, technology required) appropriately.
Responds to task requests from Planning team members in a timely and accurate manner.
Follows up to ensure completion.
Manages all incoming phone calls; direct callers to most appropriate source for action; use
judgment and professionalism to escalate as needed.
Tracks, collates and maintains inventory of marketing materials.
Excellent Communication skills
Excellent technical and problem:solving skills
Knowledge of Time Matters and SalesForce a plus
Company Description
Long Island Law Firm primary practice areas:
Elder Law, Estate Planning, Estate Administration, Special Needs Planning


• Location: garden city, Queens

• Post ID: 158446902 queens is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018