Client Success Manager

Join a Mission-Driven Team Dedicated to Serving Seniors and Families

Empathetic – Client-Focused – Servant Leader – Growth Mindset – Quality-Oriented – Team Player

At Jarvis Law, we are seeking a Legal Assistant to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you.

Who We Are

Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role will be based out of our Dublin office.

Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by:

• Building trust – Serving as compassionate advisors who treat clients like family.
• Providing clarity – Guiding families through complex legal matters with empathy and respect.
• Delivering excellence – Creating personalized, comprehensive legal plans with proactive communication.

We are searching for someone who is dedicated to helping others in the role of a Legal Assistant (Client Success Coordinator). Our ideal Legal Assistant (Client Success Coordinator) will be responsible for managing a wide range of responsibilities that help to support our clients. To be successful in the role, you must be able to explain financial documents (such as IRA statements, bank account documents, life insurance policies, etc.) and the desired outcomes to the clients in an easy-to-understand vocabulary. In a manner, you will be educating our clients on various important topics. You will be working on drafting documents, gathering information about the client’s financial details, and holding meetings with clients to ensure that the correct information is in the client’s file. As our Legal Assistant, you will be in meetings with our clients talking about the important documents that you are collecting and the need to provide certain specific information. In addition, our Legal Assistant will also be responsible for clerical work regarding the client's documents. This position is an in-person role working in our Dublin office.

This position is very customer service-oriented and requires attention to detail and the understanding of how to communicate with others regarding private, sensitive information. Success in this position requires that you display a combination of efficiency, proactivity, and enthusiasm. In this role, you will be front-facing and interact with our clients daily.

Responsibilities

• Communicate with clients and other parties to provide timely updates and to gather necessary information regarding a client’s assets.
• Communicate with clients and other parties to answer non-legal questions about the status of the case.
• Monitor case processes, deadlines, and important timeframes and milestones.
• Educate clients about the needs of certain items and how they work together with their case.
• Assist attorneys in preparing and carrying out funding plans.
• Manage, prepare, and carry out funding plans, including contacting financial institutions to ensure correct record of client data.
• Prioritizes conflicting needs and handles matters expeditiously and proactively.
• Understand client files to review them before closing to ensure that all tasks have been completed and that there is nothing else needed for the file.
• Follows through on projects for successful and timely completion.
• Greets visitors to the office, making sure that they feel welcomed.
• Grow in the position through continued learning and revitalization of skill sets in related duties.
• And more.

Qualifications

• An associate degree or some college is preferred; a high school diploma or equivalent is necessary.
• Must be able to obtain an Ohio notary license within 30 days of employment.
• Strong customer service experience.
• Ability to read and understand financial documents.
• Ability to communicate professionally to all different levels of individuals, providing or receiving instructions.
• Ability to analyze information and understand how to report the information to others.
• High levels of emotional intelligence and interpersonal skills.
• Effective worker – possessing the ability to complete detailed, oriented work efficiently.
• Understanding of basic computer skills, including MS Office programs, and can quickly learn new programs.

Compensation & Benefits

• Base salary: $20.20/hour
• Growth opportunities within a respected and expanding firm
• Supportive, team-oriented culture

Why Jarvis Law?

Jarvis Law is a family-owned firm that values work-life balance, flexibility, and exceptional client service. We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and have the opportunity to grow.

If you are looking to make a meaningful impact while advancing your career in estate planning and elder law, we invite you to apply.