Client Services Coordinator/Receptionist

Company Description At Stone Bybee & Associates, PLLC, we believe that "wealth" extends beyond financial assets to encompass our clients' values, passions, stories, and individual circumstances. We specialize in creating tailored estate plans driven by an understanding of each client's unique life and needs. With a people-centered approach, we prioritize addressing what matters most to our clients rather than simply providing technical solutions. Our focus is on building meaningful relationships and sustainable legacy plans that reflect clients' priorities and aspirations. Role Description Stone Bybee & Associates, PLLC is seeking a Client Services Coordinator for a full-time, on-site position located in Las Vegas, NV. The Client Services Coordinator will interact directly with clients to provide outstanding support, schedule appointments, coordinate casework, and maintain records. Additional responsibilities include managing administrative tasks, facilitating communication between clients and legal professionals, and ensuring an exceptional client experience through organized, efficient service. Qualifications
Strong organizational and administrative skills, including scheduling, record-keeping, and time management
Exceptional communication and interpersonal skills to provide responsive and empathetic support to clients
Proficiency in customer service, client relationship management, and handling sensitive information with discretion
Detail-oriented mindset with problem-solving and multitasking capabilities
Ability to work collaboratively in a team environment and build trust with clients
Proficient in relevant technology, including client management software and Microsoft Office Suite
2 years experience in front office recommended
Understanding and interest in estate planning or legal services preferred but not required