Client Services Coordinator

Responsibilities

• Manage high volume inbound calls and greet clients and visitors
• Gather and enter prospective client information into Actionstep
• Explain firm educational workshops and manage registrations
• Schedule and coordinate consultations, meetings, and workshops
• Prepare conference rooms and assist with meeting logistics
• Prepare engagement agreements, process payments, and organize records
• Communicate client needs and updates to attorneys and team members
• Support firm workflows and adopt AI-enabled processes

Requirements

• High-level communication and empathy skills
• Strong multitasking and prioritization abilities
• Proficiency with Microsoft 365, Teams, and Zoom
• Willingness to learn case management systems like Actionstep
• Punctual and dependable work ethic

Preferred Qualifications

• Experience in client services, hospitality, or medical/dental offices
• New York Notary status
• Fluency in a second language

Benefits

• Daily paid lunches
• Two weeks of paid time off (PTO) annually
• Opportunities for career advancement and increased responsibility

About the Company

Rampulla & Newstad LLP is a trusted legal firm in Staten Island, New York, specializing in elder law, estate planning, business law, and real estate. The firm is dedicated to protecting and empowering clients through education and compassionate, personalized service.