Client Services Director jobs in Costa Mesa, CA

Would you love to help families in our community do the right thing for the people they love? Do you like getting people organized, tying up loose ends, and making sure people are protected? Are you self-motivated, easy to get along with, and detail-oriented? If so, you might be the key team member we are seeking.

We are a family-oriented law office with a mission of making the lives of families better. We are seeking a sharp, driven, innovative, friendly Client Services Director to become part of our team for the long-term.

This position is a full-time, salaried position with a lot of room to grow.

Our office is located in Irvine, California. We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame.

You MUST be “tech savvy” and able to handle working with several different databases of information. 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 services.

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 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 starting at $66,560 a year, and will include 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 lawyers for families in our community, please apply as follows:

If you are THE ONE, please send your resume and cover 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. 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.

If you know your Kolbe, Human Design, Enneagram Type, Wealth Dynamics, or any similar “work style” types, please include that information in your letter or video.

Please put “I’m THE ONE” in the subject line when responding to this posting. Any emails without the correct subject line won’t be opened.

Job Type: Full-time

Pay: $32.00 per hour

Expected hours: No less than 40 per week

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 5 years (Required)
• Customer Service: 5 years (Required)

Ability to Relocate:

• Irvine, CA: Relocate before starting work (Required)

Work Location: In person