Client Services Director

Description:

We have a job opening for a CLIENT SERVICES DIRECTOR FOR OUR FAMILY-FOCUSED ESTATE PLANNING PRACTICE

Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail oriented? If so, you might be the key team member we are seeking.

The Burns Phillips Law Firm, PLLC is a family oriented entrepreneurial law firm with a mission of making the lives of families [and small business owners] better and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.

To start, this is a part-time, hourly position with a lot of room to grow, as we are in the process of establishing our systems, and will need you to take the lead on implementation and execution on our behalf, using the technology and training we’ve invested in to support you.

Our office is located in Conroe, Texas. We are open typical business hours, and you will be expected to work the bulk of your hours within that time frame, plus up to two evenings a month, and occasionally one Saturday a month. Much of your time will be virtual, but you will be required to be physically present in the office on a regular basis, such as for client and staff meetings or binder preparation.

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 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.