Are you a dedicated and creative individual looking to enhance your career? We are a small tax and estate planning law firm based in Bainbridge Island, WA, searching for a client service specialist to join our team. Our workplace fosters a warm and welcoming atmosphere focused on cultivating strong relationships with both colleagues and clients. We take pride in our diverse team, each member bringing unique backgrounds and interests to the table. This opportunity allows you to become part of a thriving company. If you have office experience and enjoy supporting a professional team in a dynamic environment, this role could be perfect for you. By demonstrating initiative and effective teamwork, you can have strong potential to grow within the firm. Responsibilities: In this position, you will: • Welcome and greet clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed. Qualifications: Qualifications and Characteristics • A minimum of three (3) years of experience in a professional office. • Comfort with and enjoyment of client contact and helping others. • Genuine nature is friendly and warm and likes to laugh. • Excellent proficiency with Word and Excel, and other office-based software programs. • Professional demeanor with clients and co-workers. • Excellent written and interpersonal communication skills, with care for correct grammar and spelling. • Detail-oriented. • Enjoys working independently. • Cares about the quality of his or her work. • Willingness to learn about and accept changes in technology. • Proud of providing exceptional service. • Enjoys working collaboratively. • Positive, with a “can-do” attitude and a desire to be a positive influence in the office. • Dependable, accountable, reliable, and consistent with covering responsibilities. • Ability to manage the “urgency” that can arise in a professional services firm. • Prefers an office environment with the regularity of day-to-day work. Compensation: $20 - $24 hourly DOE

• In this position, you will: • Welcome and greet clients and others in the office with warmth, kindness, and compassion (as our “first impression”). • Receive calls from clients and others, and address needs (think “gatekeeper”), as well as help, manage to follow up. • Assist with current and new client “in-take” and tracking using “client relationship management” software and prepare related reports for management. • Assist in administrative duties as time allows. • Track the delivery of certain client work products with our customized tools. • Assist with client gifts, notes, and cards. • Provide general office assistance with filing, scanning, organizing files and records, etc. • Support our Operations Manager with various office tasks. • Track office and kitchen supplies and keep all well-stocked. • Keep the office and kitchen tidy, with general clean-up throughout the week. • Keep the conference room tidy and organized. • Assist the firm’s owner with messages and calendaring. • Assist the department team members as needed.