Client Success Coordinator - Entry level

Summary

Hargrove Management Services Organization, Inc. is a legal-services support organization providing operational, technological, and client-service infrastructure for estate-planning work. The Client Success Coordinator provides scheduling, document coordination, data entry, administrative support, and internal communication throughout the estate planning process.

Responsibilities

• Schedule meetings and coordinate calendars for clients, advisors, attorneys, and internal teams
• Support Client Success Managers with administrative and follow-up tasks
• Prepare, organize, and track client documents and internal records
• Maintain accurate information in internal systems and databases
• Assist with email coordination, appointment confirmations, and status updates
• Monitor workflows and help ensure tasks and deadlines are completed on time
• Coordinate internally with legal and operations teams to support smooth case progression
• Provide general administrative support as needed

Skills

• * Strong organizational and multitasking skills
• * Clear written and verbal communication
• * Attention to detail and ability to follow processes carefully
• * Comfortable using Microsoft Office, Zoom, Slack and scheduling/software tools
• * Ability to work collaboratively in a team-oriented environment
• * 1–2 years of administrative, office support, or coordinator experience preferred

Qualifications

Must Haves

• * Strong organizational and multitasking skills
• * Clear written and verbal communication
• * Attention to detail and ability to follow processes carefully
• * Comfortable using Microsoft Office, Zoom, Slack and scheduling/software tools
• * Ability to work collaboratively in a team-oriented environment

Nice to Haves

• * 1–2 years of administrative, office support, or coordinator experience preferred

Benefits

• Full-time employment
• 401(k) with competitive matching
• Medical, Dental, & Vision Insurance
• Paid Time Off
• Supportive team environment with growth opportunities