Client Coordinator (Seattle)

About Us: Jensen Estate Law is a growing law firm in Seattle, Washington, dedicated to estate planning, probate and trust administration, and long-term wealth preservation. We serve individuals and families with a focus on clarity, care, and confidence—helping them plan ahead and protect what matters most. Our team is known for thoughtful legal guidance, efficient systems, and a commitment to service. We’re excited to bring on new team members who share our dedication to excellence and client relationships. About the Position: We are seeking a highly personable, organized, and proactive Client Coordinator - Sales and Funnel Specialist to be the first point of contact for new clients and the central hub for all incoming cases. This role is ideal for someone who excels at building relationships, managing details, and guiding people with clarity and confidence. You’ll play a key role in shaping each client’s first impression of our firm and ensuring that both clients and attorneys are prepared and supported throughout the intake process. Key Responsibilities: Track and manage all incoming cases from first contact through signed engagement, ensuring no one falls through the cracks Serve as a resource and guide for potential clients—answering questions, setting expectations, and ensuring they feel cared for from the start Know the status of every potential new client in the pipeline and what steps remain for intake to be complete Manage scheduling and prepare clients and attorneys ahead of consultations, ensuring all needed forms and information are in place Use Lawmatics (our CRM) to monitor lead progress, log client interactions, set reminders, and generate reports Follow up thoughtfully with leads to support conversions in a kind, pressure-free manner Collaborate with attorneys and staff to maintain smooth handoffs from intake to legal work Assist with social media scheduling and client-facing communications (e.g., monthly newsletters, reminders) Qualifications: 2 years experience in client service, intake coordination, or sales (legal, healthcare, or professional services preferred) Professional demeanor with strong interpersonal skills—warm, empathetic, confident, and discreet Exceptionally organized and detail-oriented, with strong follow-through and time management Familiarity with CRM systems like Lawmatics or similar platforms is highly beneficial Bachelor’s degree or equivalent experience required Tech-savvy and eager to learn systems that improve client care and team efficiency Willingness to be based at either our Seattle office or our planned Eastside location (currently in development), with flexibility to split time between the two as determined by firm needs Benefits We offer a supportive work environment with benefits designed to promote balance, stability, and growth, including: 401(k) with employer match Medical, dental, and vision insurance Paid time off (PTO) and paid holidays Paid sick leave and unpaid time off, as needed Somewhat flexible scheduling, with the understanding that client and team needs come first As a small firm, we value each team member’s contributions and aim to create a workplace where professionalism and quality of life go hand in hand. Position Details Location: Seattle office, with flexibility to work from our future Eastside location as needed Work Schedule: Monday–Friday, during standard business hours (office is open to clients from 9:00 a.m. to 5:00 p.m.) Employment Type: Full-time Compensation: Hourly Pay Range: $25/hour Classification: Hourly (non-exempt) Start Date: Flexible, ideally within 2–4 weeks of offer Additional Requirements: Must be authorized to work in the U.S.; background check may be required How to Apply To be considered for this position, please complete the application on our website at: jensenestatelaw.com/careers/ For specific questions, please email jobs@jensenestatelaw.com. While we do review applications submitted through external job boards, we do so less consistently. Completing the application on our website ensures your materials are seen promptly and demonstrates the attention to detail and care we value in our team members. We look forward to hearing from you!

Location: Washington, DC, US

Posted Date: 6/27/2025