Client Care Coordinator

About Us:

Cona Elder Law is an award-winning and well-respected elder law and estate planning firm dedicated to serving the legal and financial needs of older adults and their families. We concentrate in legal matters such as asset protection planning, estate planning, Medicaid planning and applications, guardianships, estate litigation, and health care reimbursement and recovery. We are committed to providing compassionate, high-quality legal services with integrity and professionalism.

Position Summary:

The Client Care Coordinator will play a critical role in creating a positive first impression for clients reaching out during often stressful and emotional times. You will handle inbound calls and inquiries, gather essential information, schedule consultations, and guide potential clients through the initial steps of the legal process. Your ability to listen with empathy, communicate clearly, and maintain a calm and friendly demeanor will help put our clients at ease.

Team members “own” their positions at Cona Elder Law and are 100% responsible for their own work. You will have extensive client contact and opportunities to represent the firm outside of the office. You will have autonomy and independence while being part of a collaborative team.

Key Responsibilities:

• Answer and manage incoming phone calls with professionalism, warmth, and empathy.
• Serve as the first point of contact for new and prospective clients.
• Collect and accurately record client information using established intake procedures.
• Explain the firm’s services clearly and concisely while remaining reassuring and respectful.
• Schedule consultations and confirm with clients prior to their appointment.
• Ensure that there aren’t any conflicts in the calendar for all team members.
• Create new matters for private clients in Clio Manage.
• Prepare redwelds and subfolders for new cases.
• Work closely with the IT Director to develop more efficient intake procedures through Clio Grow and Clio Manage.
• Prepare “Thank You” cards for mailing.
• Cover the 1-hour lunch break for the receptionist daily.
• Maintain client confidentiality and ensure compliance with privacy laws and firm policies.
• Work closely with attorneys and legal staff to relay client information and ensure a seamless handoff.
• Keep organized records and update client management systems promptly and accurately.
• Continuously improve intake procedures through feedback and collaboration.
• All other duties as assigned.

Qualifications:

• High school diploma or equivalent required; additional education or experience in legal or healthcare fields is a plus.
• Exceptional phone and interpersonal skills.
• Patient, calm, and empathetic, particularly with elderly clients and family members.
• Highly organized and detail-oriented; able to manage multiple tasks efficiently.
• Excellent written and verbal communication skills.
• Able to follow structured processes and adapt to new systems and procedures.
• Tech-savvy; comfortable using client intake software and office productivity tools.
• Experience in a law office or with elder care services preferred.

Benefits:

• Competitive salary commensurate with experience.
• Health, dental, and vision insurance.
• 401(k) plan with firm match.
• Generous paid time off and holidays.
• Opportunity to work in a supportive and collegial work environment.

Additional Perks:

• Flexible schedules.
• Work/life Integration.
• Awesome company parties/events.
• Fun, energetic work environment.
• Opportunity to learn new skills!
• State-of-the-art gym with complimentary membership.
• Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers.
• Interior Golf Center with simulator and putting green.
• On-site Restaurant & Dining Area on lower level with Foosball and Shuffleboard Tables.
• In-office Zen Room, for relaxing quiet time.
• Charitable events and opportunities for community involvement.
• Social events fostering a positive, engaging work environment.
• Superb Firm Culture, a collaborative work environment, company outings, kitchen snacks, fresh fruit, coffee.
• Centrally located, modern office building, beautiful contemporary offices, ample parking, convenient headquarters in Melville, Long Island.

Growth Opportunities:

• Lead Client Care Coordinator
• Senior Client Care Coordinator