Bachelor's degree in Business, Marketing, or a related field., Strong communication and interpersonal skills., Experience in client relationship management or customer service., Proficiency in CRM software and Microsoft Office Suite..
Key responsibilities:
Engage with clients to understand their needs and provide tailored solutions.
Manage client accounts and ensure satisfaction through regular follow-ups.
Collaborate with internal teams to deliver exceptional service and support.
Prepare reports on client engagement and feedback for continuous improvement.
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We are an Estate Planning & Asset Protection firm operating virtually to serve client families throughout Michigan. Our clients are treated like family from the moment they enter our door. Before developing a customized estate plan, we get to know each one of our families by listening to their needs, concerns, and future goals.
Beyond estate planning, we recognize that Medicaid crisis situations arise and when they do, we have a specialized, responsive team of attorneys available to immediately deploy. They provide clear, prompt, and reliable advice during times of transition.
We offer no obligation consultations and host educational estate planning and elder law workshops in Southeastern Michigan. Our clients become Rutkowski Law Firm family members for life and have peace of mind knowing that our firm will forever stand by and support the plans we develop.
All of this is what we call βThe Rutkowski Way.β We invite you to come and experience it for yourself.