Keystone Law Firm Announces …

Client Services Coordinator

In search of a person whose focus is making connections with people, motivating and inspiring them. You must be poised and have an engaging, empathetic communication style based on natural warmth and enthusiasm. The work involves driving toward results by enrolling the commitment and buy-in of others; both prospective clients and our team.



If this is you, please watch this video and read this entire page …

  • Who We Are

    Keystone Law firm was founded in 2007 by Francisco Sirvent to address the estate planning and probate needs of the community. The firms specializes in all stages of legal life planning (young adults, newlyweds, new parents, empty nesters, retirees, legacy care) Medicaid, estate planning, asset protection, probate and estate administration, business succession, estate tax planning, special needs planning and charitable planning.

    We are sophisticated and highly educated professionals that have helped hundreds of businesses and individuals find creative solutions for a wide range of complex matters, whether they be complex or routine issues. We’re a high-touch firm that offers white glove service to its clients, and actually we’re all really nice people and a lot of fun to work with.

  • We Are Growing

    We are at a growth inflection point and we want to get it right when it comes to hiring staff in every role. We pride ourselves on being well run, extremely organized, innovative and a great place to work. And we’ve got our culture down to the most minute detail. Our retention rate is high because frankly, we’re a great place to work.

    To learn more about our unique differentiators please click here.

Join us as our:

Client Services Coordinator

The duties of this job are primarily about making connections with other people. Relationships are formed quickly, informally, and comfortably, while gaining the enthusiasm and cooperation of others. In this job, it is very important to connect with other people: to meet new and different people on a day-to-day basis, to quickly form relationships, and to use those relationships to ensure trust. Great attentiveness to other people is required: an ability to read other people, to listen to them, and to empathize with them. Much of the work centers around working with and through other people. The job involves persuading others through gaining an understanding of where they’re coming from and using that information to bring them onboard. Communication is almost always of a “subtle selling” rather than “telling” nature. A lively enthusiasm is necessary. Personal interactions will generally be upbeat and connected, requiring someone who is warm, helpful, and friendly. Others must be put at ease and feel welcome. This work is not detail-oriented in nature. The same easy-going, informal manner that is required of personal interactions carries over into the office. The job is relatively free from direct involvement with details, with few strict guidelines. This job allows much flexibility in how the results are produced. There will be a fair degree of difference from one day to the next, especially with regard to personal interactions. There will be several “irons on the fire” at once, and a relatively quick pace is required to keep everything going smoothly.

Position Overview

When you read these job characteristics, we know you’ll be happy:


  • Each day will be different from the next; especially in your personal interactions
  • This is a fast-paced environment where you’ll have multiple projects going simultaneously
  • The role is extremely socially-focused just like you
  • You’ll need to pay a great deal of attention to building and maintaining relationships
  • The role requires someone who is warm, empathetic, and helpful, just like you
  • Anything but routine decisions must not be made in a vacuum: it’s very important to involve others in the process, we don’t want to oversell or over promise
  • Communication is energetic, lively, free flowing, and informal
  • This is a highly collaborative position: much time is spent working with others
  • High degree of comfort in delegation is required: the position involves delegation of both authority and details
  • Must quickly trust in others and be able to delegate easily, even with new people
  • Building and maintaining strong relationships is key
  • Having a deep understanding of others’ and gaining trust is necessary

Reporting Relationship

This position reports to the Director of Sales & Marketing. Your peers will be others in your same position as well as the front-line staff who is responsible for triaging incoming new client phone calls.


The Client Services Coordinator will conduct initial appointments with prospective new clients (“PNCs”). These PNCs contact our firm, are prescreened by our intake team who collects information and are scheduled to meet with the Client Services Coordinator in our office or virtually.

The Client Services Coordinator will also:

  • Collect more in-depth information about the PNCs and the matters for which they are seeking the firm’s help.
  • Follow firm-prescribed guidelines on how to communicate with PNCs in the most effective manner.
  • Evaluate the PNC’s needs to assure that the firm’s legal team will be able to help them.
  • Show compassion for their troubles.

In accordance with the ethical rules governing lawyers, the Client Services Coordinator will not provide legal advice or enter into a legal services agreement on behalf of the firm with a PNC. Rather, the Client Services Coordinator will prepare PNCs for hiring the firm with all legal services agreements approved and signed by a licensed Arizona attorney.


  • Develops marketing plans and marketing budget with strategies and tactics (both short and long range) to ensure that the firm reaches or exceeds revenue targets.
  • Researches, analyzes, and monitors market, financial, technological, and demographic factors so that opportunities may be capitalized on quickly and the possibility of competitors capturing market share is minimized.
  • Plans, oversees the organization of the firm’s CRM systems, advertising and promotion activities including print, radio, TV, digital, and direct mail tactics.
  • Selects and project manages outside contractors and vendors on ongoing marketing projects.
  • Works with writers and graphic artists and oversees copywriting, design, layout, and production of marketing items.
  • Develops and recommends pricing strategy for the firm which will result in the greatest share of the market over the long run.
  • Achieves satisfactory return on investment on marketing tactics as well as achieve a satisfactory share of the market.
  • Evaluates results to ensure moving swiftly in relation to marketing challenges and opportunities to be certain that revenue targets are reached or exceeded.
  • Conducts client feedback activities through implementation of client surveys and implementation of complaint systems to avoid and/or calm dissatisfied clients.
  • Creates and implements marketing metrics systems that track results so there is a data driven feedback system to aid in decisions.
  • Creates a firm culture of “rainmaking” by designing and implementing training and coaching firm-wide for personnel.
  • Other dues as may be assigned by the Owners.


  • A demonstrative and proven track record of successfully growing law firms or other professional service firms for at least 5 years
  • Strong team building; interpersonal skills and people management skills
  • Outstanding written and verbal communication skills
  • Deep understanding of all aspects of internet marketing, including experience with direct response marketing
  • Must be self-motivated and self-directed to achieve his or her professional goals and CFEP’s goals.
  • Self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills
  • Highly organized with a strong sense of urgency to get positive results
  • Ability to manage budgets, contract management, venros, and project management.
  • Strong ability to create systems for tracking marketing metrics and using those metrics to make marketing recommendations/decisions.
  • Demonstrate sound judgment and creative problem solving.


The ideal candidate has successfully sold high-end products like jewelry, cars, real estate, and luxury brand apparel or luxury fashion accessories.

Education and/or Experience

Real life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle in life and making an important change in your life so you know at your core that others can do it too, is a plus. Here at Keystone Law Firm we know our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. We also believe in data and analytics. Please take 5-minutes to do our survey. This is not a test, there are no right or wrong responses, we’re not looking for any specific answers. Just be easy on yourself about it, don’t over think it. You’ll get your results instantly and we’ll be in touch shortly. Simply click here to take our survey.

This post closes October 31, 2021 – you have this much time left to apply:


Quick and easy steps for applying for this position:

Provide Your Contact Details

Answer a few contact-related questions about who you are.


Upload Your Resume

You will be asked to upload your current Resume in Microsoft Word or PDF format.


Complete Our 5-minute Survey

We believe our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. This Survey is not a test, there are no right or wrong responses, and we’re not looking for any specific answers.


Join Our Team So That We Can Help More People Build Better Lives By Planning For A Secure Future!

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