Company: Dogwood Estate Planning
Location: Tuscaloosa, Alabama
About Us:
Dogwood Estate Planning, based in Tuscaloosa, Alabama, is dedicated to assisting our clients in
securing their legacies and safeguarding their futures. We pride ourselves on providing
personalized estate planning services with a commitment to excellence and integrity.
Position Overview:
We are seeking a Client Services Director to join our team. As the Client Services Director, you
will play a critical role in ensuring our clients receive outstanding service. Your responsibilities
will include managing client relationships, handling communications, overseeing the smooth execution
of estate planning strategies, scheduling, CRM management, social media management, and
professional networking.
Responsibilities:
Build and maintain strong relationships with clients, addressing their needs and inquiries promptly
and professionally.
Coordinate client engagements in collaboration with attorneys and staff. Schedule client meetings,
appointments, and follow-ups efficiently.
Manage client communications, including emails, meetings, and follow-ups. Oversee the organization and
maintenance of client information in the CRM system. Monitor client satisfaction and identify areas for
improvement.
Stay updated on industry trends and best practices in estate planning and client services. Manage
social media accounts and create engaging content to enhance the firm’s online presence.
Cultivate professional relationships through networking events, industry associations, and community
involvement.
Qualifications:
Bachelor’s degree in business administration, finance, or a related field.
3 years of experience in client services or a similar role, preferably in the legal or financial
sector.
Excellent communication and interpersonal skills, with a focus on customer service. Track record of
building and maintaining client relationships.
Detail-oriented with excellent organizational skills. Knowledge of estate planning principles is a
plus.
Experience in scheduling, CRM management, social media management, and professional networking.
Proficiency in MicrosoY Office and CRM soYware.
How to Apply:
If you’re passionate about providing exceptional service and thrive in a collaborative environment,
we’d love to hear from you! Please send your resume and a cover letter to luke@dogwoodestateplanning.com explaining why you’re the right fit for the Client Services Director position at Dogwood Estate Planning.