Client Services Director

Legacy Design Counsel (formerly the Law Office of LaShawnda D. Conner, LLC)

Location: Hybrid (In-office + Remote)

Compensation: Starting rate at $45,000 per year (could be higher depending on experience) + Health Stipend + PTO

About Us

Legacy Design Counsel is an innovative law firm dedicated to guiding clients through estate planning with clarity, care, and professionalism. We pride ourselves on offering a supportive, detail-oriented, and client-focused environment that empowers families to plan for the future with confidence.

At the heart of our practice are our Core Values:

• Community – We build strong, supportive relationships with clients and each other.
• Education – We believe in empowering clients with knowledge and continuously learning ourselves.
• Integrity – We do what is right, always.
• Innovation – We embrace change and leverage technology to improve client service.
• Excellence – We strive to deliver the highest quality in every interaction and outcome.

We are seeking a Client Services Director to join our growing team. This role is pivotal in ensuring our clients feel supported from their first interaction through the completion of their matter. The right candidate is highly organized, tech-savvy, and thrives in a role where client care and operational excellence meet.

Role & Responsibilities

As our Client Services Director, you will:

• Conduct initial consultations with prospective clients, guiding them through our firm’s services and processes.
• Serve as the main point of contact for clients, keeping them informed and engaged throughout their journey with the firm.
• Coordinate case progress, monitor deadlines, and ensure that no task or client matter falls through the cracks.
• Support the attorney by preparing client files, performing initial plan reviews, and managing follow-up communications.
• Oversee scheduling through Calendly and ensure seamless client intake using tools like Decision Vault.
• Manage and update case information in MyCase, LEAP, and WealthCounsel, ensuring accurate documentation.
• Assist with marketing and client engagement efforts, including newsletters and campaigns via Mailchimp.
• Help streamline workflows, create consistency, and maintain a culture of excellence in client service.

Work Schedule

• Hybrid Role: During onboarding, you will be expected in-office at least 3 days per week. As you grow in the role, additional flexibility will be provided.
• Office Hours: In-office hours will fall between 9:00 AM – 5:00 PM.

Qualifications

The ideal candidate will bring a blend of professionalism, empathy, and initiative. Essential qualities include:

• Experience in the same role
• Highly Organized with Strong Attention to Detail – Able to manage multiple tasks, deadlines, and client files without oversight.
• Self-Motivated and Independent Worker – Takes initiative, problem-solves, and moves projects forward with minimal direction.
• High Integrity and Discretion – Trusted with confidential client and firm information.
• Strong Communication Skills – Professional, clear, and empathetic communication both verbally and in writing.
• Tech-Savvy and Adaptable – Comfortable learning and using multiple platforms, including:
• MyCase
• LEAP
• WealthCounsel
• Decision Vault
• Calendly
• Mailchimp
• Microsoft Office Suite

Compensation & Benefits

• Salary: Starting rate at $45,000 annually, commensurate with experience.
• Health stipend to support your well-being.
• Paid time off: Office holidays observed + up to 15 PTO days.
• Opportunity to work in a supportive, growth-oriented environment where your contributions directly impact client experiences and the firm’s success.

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.