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Client Service Attorney

BCG Attorney Search Mar 28,2019 Mar 15,2019 Location Midland MI
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Attorney

Trusts and Estates

1-9 yrs required

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Midland office of our client seeks client service attorney with experience. The candidate will practice estate planning matters. Will assist past estate planning clients of the firm in updating their existing trusts, wills, and advanced directives. Review client files to identify potential areas clients may need to revisit, as well as contacting clients to schedule the meeting and physically conducting the in-office review meetings with the client. Manage relationships both with clients as well as with the firm’s affiliated vendors. Provide general team support to the Tri Cities Estate Planning Division as well as administrative assistance in file maintenance, organization, data entry. Must be licensed to practice law in Michigan. Sales, telemarketing and/or customer service experiences are strongly desired.

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