Client Services Coordinator

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

• Scan, print, and manage client files in the CRM with a focus on accuracy and confidentiality
• Prepare materials and provide in-meeting support for attorneys (documents, packets, refreshments)
• Process payments and maintain organized records

Client Hospitality and Front Desk Backup

• Provide backup coverage for the Front Office Coordinator in the Naples office
• Greet and seat clients; offer refreshments and set a professional, welcoming tone
• Sanitize conference rooms and tidy shared spaces between meetings

Workshop Facilitation (Weekly Evening Event)

• Prepare workshop space and materials and manage attendee check-in
• Welcome attendees and provide clear, friendly guidance
• Support the presenting attorney with logistics during the session
• Coordinate follow-up tasks after the workshop (e.g., scheduling, notes)

Tools & Systems You'll Use

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

Schedule

• Monday - Friday, 8:30 AM - 5:30 PM
• Plus one evening per week for the educational workshop

Compensation & Benefits

• Salary range $48,000.00 - $56,000.00 based on experience
• Performance based bonus structure
• Paid twice monthly (7th and 21st)
• Benefits start on your first day
• Health Insurance (CareFirst) with 50% company contribution
• Dental and Vision Insurance offered
• Short- and Long-Term Disability Insurance (100% employer-paid)
• Basic Life Insurance (100% employer-paid)
• 401(k) with up to 4% match, no vesting period
• 15 days of PTO annually (increases with tenure)
• 3 weeks paid parental leave
• 7 paid holidays
• Employee discount
• Paid training and onboarding

What You Can Expect in the Hiring Process

1. Submit application
2. Phone interview (10-15 minutes)
3. Virtual interview via Microsoft Teams (1 hour)
4. Candidate assessment (sent via email)
5. In-person interview (2 hours)
6. Reference checks, background check, and drug screening
7. Job offer and onboarding

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.