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Customer Service Manager

Office Management / Admin | Lake Forest, IL | Part Time and Contract

Job Description

Would you love to help families in our community do the right thing for the people they love? Have you worked in financial services, handled real estate closings, or helped clients complete insurance applications? Are you self-motivated, easy to get along with, and detail-oriented? If so, you might be the key team member we are seeking.

We're a family-oriented entrepreneurial law firm with a mission of making the lives of business owners and their families better, and we are seeking a sharp, driven, friendly Client Services Director to become part of our team for the long-term.

This is a part-time position with a lot of room to grow, as we are just in the process of establishing our systems. We will need you to take the lead on implementation and execution on our behalf, using the technology and training we’ve invested in to support you.

Our office is located in Lake Forest, IL.  We are open during typical business hours, and you will be expected to work some of your time from our office.  Many aspects of your work, however, may be done remotely and flexible when done.  

You MUST be “tech-savvy” and able to handle working with several different databases of information, basic social media participation, and email campaigns.  One of your most critical and immediate jobs will be to learn, understand and master the various systems that support us to serve our clients and ensure they have a “Wow!” experience every time they interact with our office. Your familiarity with SEO and website administration is beneficial, but not required. 

But, the most important part of your job involves talking with our prospects who are curious about our services, educating them about our processes, and then once they hire us, ensuring that we get their chosen estate plan completed, signed, delivered, and done right.

In the early days of our work together, while in training to serve clients, you may be helping with our marketing efforts, getting our lawyer out in the community, setting up speaking engagements, identifying meeting and networking events for us to attend, exhibit and speak at, and otherwise getting our firm seen and heard in the community.  

We are a very small team, which means you will need to figure some things out on your own and be able to creatively problem-solve to create more efficiency in the delivery of our service.

Is this an easy job?  Definitely not. However, the potential for growth and long-term employment is high, and if you’ve been seeking to work in a family atmosphere where you can make a real impact in the lives of the people in our community, we would love for you to apply to work with us.

Compensation will include base pay + bonuses based on reaching the overall goals of the practice. We will be transparent about the firm's goals, and how you will contribute to the firm meeting those goals.

If you would love to grow with us for the long-term, and you are able to support us to serve our clients as THE go-to lawyers for business owners and their families in our community, please apply as follows:

  1. Send us your resume and a cover letter that clearly conveys WHY you would be a great fit for our team with details about your past experience working directly with clients, working within various technology platforms, and how working with our office fits into your long-term career plans. 
  2. Please include your base salary requirements plus your ideal compensation as we work together to hit our goals. 

Note: if you know your Kolbe, Human Design, Enneagram Type, DISC, Gallup StrengthsFinder, or any similar “work style” types, please include that information in your letter.


• High School Education Required. Some college work completed preferred
• Minimum of 2 years of customer service experience