Client Services Director

CLIENT SERVICES DIRECTOR- AUGUST LAW PLLCPosition Overview: August Law, PLLC is a family-oriented entrepreneurial law firm with a mission of making the lives of families better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.We are:· Passionate about serving clients· Creative in planning· Always striving to be better· Working on compassionate and loving interactions with clients and prospective clients· Direct in interactions with staff· Interested in helping a candidate take ownership of this role· Detail-oriented and committed to delivering pristine plansYou MUST be "tech savvy" and able to handle working with several different web applications. You can trouble-shoot when necessary. 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. You have the maturity and emotional intelligence to deal with clients who may be struggling with the subject matter of death and legacy. You are kind but confidently firm when requesting required information from clients.You will follow up on leads and set appointments for what we call a "Life and 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 will have visibility on every matter on which the firm is working and what needs to be done. You will be confident in keeping the attorney apprised as to the status of all matters. You must be able to focus on a task at hand, even if you are being pulled in different directions. You will have the discipline to efficiently manage client communication and document production independently, without the need for micromanagement.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.Compensation will include base pay + bonuses based on reaching overall goals of the practice. We will be transparent about the firm goals, and how you will contribute to the firm meeting those goals.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:Send us a letter that clearly conveys WHY you would be a great fit for our team with details about your past experience working directly with clients, working within various technology platforms, and how working with our office fits into your long-term career plans. Please include your base salary requirements plus your ideal compensation as we work together to hit our goals. BONUS: if you add a video with these details to your application, we'd love to see your personality shine through as part of your application.Please put "I'm THE ONE" in the subject line of your email, to info@. Any emails without the correct subject line won't be opened.Job Type: Full-timePay: $50,000 + depends on experienceExpected hours: 40 hours per weekExperience:Microsoft Office: 1 year (Required)Client services: 1 year (Required)Work Location: In person. Our office is located in Cool Springs in Franklin, TN. We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame, plus possibly one evening (2-3 hours) per month for an event.

Created: 2025-02-16