Client Services Coordinator

CLIENT SERVICES COORDINATOR

We are McCullough Law.

We are not for people looking for a job. We are for people who believe in the nobility of service looking for an opportunity to join a high-performing team of professionals committed to bringing out the best in those willing to give their best. We are a fast-growing, mission-driven organization reimagining the gold standard for performing and delivering legal services. We are builders of legacies, teams, and strategies. We believe in doing work that matters; that lasts; and that serves.

You will thrive here if you are energized by challenge, driven by purpose, and committed to building something bigger than yourself.

You are a Client Services Coordinator.

You thrive on building relationships and making a difference in every interaction you have. You are the initial point of contact for prospective clients and strategically set the stage for a successful partnership. You must be energized by engaging and connecting with people, as you are a key team member in selling clients the initial value of our services. As a foundational step in our process, you pave the way for the entire team’s success. You utilize your talents for capturing attention and demonstrating how our services can positively impact lives. You follow up and follow through to show people the dedication and excellence they can expect from our team.

As a Client Services Coordinator, your day-to-day may involve:

• Delivering outstanding service tailored to clients from diverse backgrounds, with varying needs and financial circumstances.
• Cultivating strong and trusted relationships with clients and third-party professionals through prompt and accurate communication.
• Providing professional communication in person and by phone, email, and fax.
• Strategically planning and precisely executing the management of calendars for clients, attorneys, and team members.
• Coordinating calls, meetings, and consultations with clients, financial advisors, accountants, and other professionals.
• Monitoring and reporting on department goals, workflow, productivity, and deadlines for the Scheduling team.
• Aligning department objectives with firm strategic planning.

You will find success here if…

… you are a humble perfectionist: a detail-loving, energized-by-work big thinker; a team player who sees problems as opportunities; and a relentless, never-satisfied improver.

Our investment in your Becoming begins with…

…your growth and development:

• Approximately 900 hours of professional, role-specific training within your first nine months.
• McCullough Lifelong Learning Courses
  • Courses offered cover a range of topics, including emotional resilience and self-awareness, leadership, communication, teamwork, confidence, big-picture thinking, problem solving, critical thinking, accountability, professionalism, goal setting, work management, efficiency, business planning, estate planning, asset types, legal services, QSBS, Microsoft 365, rules of professional conduct, professional writing, reading legal documents, recognizing and selling value, and teaching and training skills.
  • Approximately $20,000 in annual McCullough Lifelong Learning course enrollment.

…your work-life synergy:

• Fifteen paid holidays
• Generous PTO

…your health and wellness:

• Health, dental, and vision insurance, and life insurance with generous premium coverage
• VASA gym membership reimbursement
• Employee Assistance Program

…your investment in your current and future financial success:

• 401(k) matched up to 6%
• Salary: $55,000–$60,000
• Potential performance bonuses

Housekeeping:

• Location: Provo, Utah
• Status: Full time, 100% on site
• Preferred Experience: 3+ years of sales or customer service
• Schedule: Monday through Friday from 8:25 a.m. to 5:00 p.m.