Euclid File Solutions
Client Coordination Manager Euclid File Solutions is a U.S.-based company that helps individuals and families recover unclaimed property. We are hiring a Client Coordination Manager to oversee our Client Service Coordinating Department and manage the process between a potential client being identified by our sales team and that potential client completing our initial engagement documents. This is a full-time remote contractor position for a highly organized, detail-oriented, and judgment-driven candidate based in the Philippines. The role requires strong English, management ability, scheduling oversight, client-service judgment, and the ability to learn and apply basic U.S. unclaimed property, heirship, and probate concepts. The Client Coordination Manager will be responsible for reviewing opportunities pushed by the sales team, determining whether the opportunity is ready to be scheduled, managing the signing appointment process, overseeing Client Service Coordinators, handling live appointment issues, and making sure completed documents are received and routed properly. This is a hands-on management role. The right candidate must be able to manage people, review opportunities carefully, identify potential claimant/heirship issues, understand when probate or simplified probate may be relevant, and decide whether a potential client should be scheduled for signing or escalated for further review. About The Company Euclid File Solutions helps individuals, families, and businesses recover unclaimed property. In many cases, the rightful claimant may be the original owner of the property. In other cases, the original owner may be deceased, and the potential claimant may be an heir, surviving spouse, child, relative, representative, business owner, or another party with possible claim rights. Because of this, our Client Coordination Department must do more than simply schedule appointments. The department must understand whether the person being scheduled appears to be a valid potential claimant and whether we have the right parties involved before sending signing documents. About The Role The Client Coordination Manager is responsible for managing the full coordination process for initial signing appointments. These appointments are between our company and the potential client. The appointment is where the potential client signs our engagement documents so our company can begin working on their unclaimed property claim. A notary is used to service the appointment, meet with the client, witness signatures, notarize required documents, and return the completed documents to our team. Our company is not physically present at the appointment, so the Client Coordination Manager must make sure the process is handled correctly before, during, and after the signing. The manager must make sure: The opportunity pushed by the sales team is a valid opportunity to schedule. The signer appears to be the correct claimant or a person with potential legal authority to claim. Any heirship, probate, deceased-owner, or ownership concerns are identified before scheduling. The Client Service Coordinators follow the correct scheduling process. The notary receives the correct appointment information. Live issues during the appointment are handled quickly. Completed documents are received, checked for completion, and routed to the correct internal team. Any issue requiring the Claim Processing team, ownership, or outside counsel is escalated appropriately. Key Responsibilities Deal Verification and Opportunity Approval Review opportunities pushed by the sales team before they are scheduled. Determine whether the opportunity is ready to move forward to signing. Confirm whether the potential signer appears to be the rightful claimant, rightful owner, co-owner, heir, business representative, or other appropriate party. Identify whether the reported owner is living or deceased. Identify when a deceased-owner claim may require heirship review, probate, simplified probate, estate documents, or additional claimants. Understand when all necessary parties appear to be available for the claim to move forward. Approve standard opportunities for scheduling when the opportunity is clear and appears ready. Escalate complex or unclear opportunities to the Claim Processing team, ownership, or outside counsel when additional guidance is needed. Prevent opportunities from being scheduled when the signer does not appear to be the correct claimant or when key information is missing. Communicate clearly with the sales team when an opportunity is approved, rejected, delayed, or requires more information. Signing Appointment Management Manage the process of scheduling initial signing appointments between our company and potential clients. Oversee Client Service Coordinators responsible for appointment coordination. Make sure signing appointments are scheduled accurately and efficiently. Ensure notaries are contacted, confirmed, and given the correct appointment information. Make sure the potential client receives the necessary appointment information before the signing. Monitor appointments before, during, and after completion. Handle urgent issues that arise before or during live signing appointments. Respond to notary questions during appointments when needed. Address client or notary confusion during the signing process. Help prevent failed signings, incomplete documents, and unnecessary reschedules. Ensure missed, canceled, delayed, or failed appointments are followed up on quickly. Document and Process Oversight Make sure the correct initial engagement documents are prepared for signing. Confirm that signing packets are complete before the appointment. Ensure completed documents are received from the notary after the appointment. Review completed documents for basic completion issues, including missing signatures, missing notarizations, incomplete pages, or obvious errors. Route completed documents to the correct internal team for claim processing. Track appointment status and document status in company systems. Maintain clear records of what was scheduled, completed, failed, rescheduled, or escalated. Team Management Manage Client Service Coordinators and oversee their daily work. Assign scheduling work and monitor progress. Review coordinator performance for timeliness, accuracy, communication, and follow-up. Train coordinators on company procedures, scheduling standards, notary communication, and escalation rules. Provide corrections and feedback when work is incomplete or inaccurate. Create accountability so appointments, follow-ups, and document returns do not fall through the cracks. Report recurring team issues, bottlenecks, and performance concerns to ownership. Operational Management Maintain and improve scheduling trackers, workflow systems, checklists, and internal procedures. Identify process gaps that cause delayed appointments, failed signings, missing documents, or unclear handoffs. Communicate with ownership regarding department performance, urgent issues, and recurring problems. Help create a more organized, accountable, and scalable Client Coordination Department. Protect company and client information by following company procedures carefully. Legal and Subject-Matter Understanding Required This role does not require the candidate to be a U.S. attorney. However, the role does require the ability to learn and apply practical legal and claim-related concepts used in our business. The candidate must be able to develop a working understanding of: U.S. unclaimed property claims. Rightful owner claims. Co-owner claims. Deceased-owner claims. Basic heirship concepts. When a signer may or may not be a valid claimant. When probate may be required. When simplified probate, small estate procedures, or estate documents may be relevant. When multiple heirs or family members may be needed. When a claim should be approved for scheduling. When a claim should be escalated for further review before scheduling. The manager does not need to prepare legal documents or provide legal advice. However, they must be able to identify issues, make practical scheduling approval decisions, and know when to escalate. Required Qualifications Excellent written and spoken English. Prior experience as a manager, team lead, supervisor, operations coordinator, legal assistant, legal intake supervisor, claims coordinator, real estate coordinator, customer service manager, BPO team lead, or similar role. Strong ability to review information carefully and make practical decisions. Strong ability to learn legal, claim, heirship, and probate-related concepts. Strong organization and follow-up skills. Strong attention to detail. Experience managing or supporting remote team members. Ability to manage multiple appointments, tasks, issues, and team members at once. Comfortable handling live issues during active appointments. Comfortable communicating with notaries, potential clients, internal team members, and management. Able to stay calm and professional when appointments fail, clients have concerns, notaries have questions, or documents are incomplete. Able to follow procedures consistently while also identifying when something does not look right. Comfortable working during U.S. business hours. Reliable internet connection and a quiet remote work environment. Comfortable using online systems, spreadsheets, trackers, email, chat, and video meetings. Preferred Qualifications Experience working with a U.S.-based company. Experience in legal support, probate support, estate administration, claims processing, insurance claims, real estate transactions, notary coordination, financial services, or administrative operations. Experience reviewing documents for completeness and accuracy. Experience managing scheduling or appointment-based operations. Experience working with sensitive client information. Experience using tools such as Google Workspace, Microsoft Teams, Excel, Google Sheets, CRMs, task management software, or scheduling platforms. Experience creating or improving SOPs, checklists, trackers, or workflow processes. Prior remote contractor experience. Skills Needed Operations management Team leadership Deal verification Claimant verification Heirship issue spotting Probate issue spotting Appointment coordination Notary coordination Client service coordination Document completion review Follow-up management Quality control Escalation handling Problem solving Process improvement Attention to detail Written and verbal English communication Remote team management Confidentiality and professionalism What Success Looks Like A successful Client Coordination Manager will make sure only appropriate opportunities are scheduled, signing appointments are completed properly, and completed documents are returned and routed correctly. The manager should be able to review a pushed opportunity and determine whether it is ready to schedule, whether more information is needed, or whether it should be escalated for additional review. They should also make sure Client Service Coordinators are following the process, notaries are properly coordinated, live appointment issues are addressed quickly, and failed or incomplete appointments are not ignored. The goal of this role is to create a department that is organized, accountable, accurate, and capable of supporting company growth without every issue requiring ownership involvement. Compensation Monthly compensation is ₱60,000–₱75,000 per month, depending on experience. This is a full-time remote independent contractor position. Schedule This role requires availability during U.S. business hours. The exact schedule will be discussed during the interview process. Application Questions Please answer the following questions when applying: Are you available to work U.S. business hours? How many people have you directly managed or supervised in a previous role? Describe your experience managing scheduling, operations, legal support, claims, real estate, probate, estate, or administrative work. Have you worked with a U.S.-based company before? Do you have any experience with probate, heirship, estate claims, legal intake, claims processing, real estate transactions, insurance claims, or document review? Describe a time you had to review information and decide whether something was ready to move forward or needed to be escalated. Describe a time you handled an urgent appointment, customer, notary, client, or team issue. What tools have you used for tracking work, managing tasks, or communicating with a team? Describe your management style. What is your expected monthly compensation? Why do you believe you would be a strong fit for this role? About the Ideal Candidate The ideal candidate is reliable, organized, proactive, and comfortable managing both people and process. We are looking for someone who can think critically, review opportunities carefully, understand when a claim is ready to move forward, manage the signing coordination process, and keep the department accountable. This is a great opportunity for someone who wants a long-term remote role with room to grow into broader department management responsibilities. Pay: Php60,000\.00 - Php75,000\.00 per month Benefits Work from home Application Question(s): Do you speak English at a NATIVE level? Are you available to work full-time during U.S. business hours? What is your expected monthly compensation in Philippine pesos? How many people have you directly managed or supervised in a previous role? Have you ever worked with a U.S.-based company, U.S. clients, U.S. legal documents, U.S. real estate, U.S. insurance claims, U.S. probate/estate matters, or U.S. financial/claims processes? This role requires learning U.S. unclaimed property, heirship, and probate concepts. Are you comfortable learning these concepts and applying them to determine whether a potential client/opportunity is ready to schedule? Why do you believe you are a strong fit for a role that combines team management, scheduling oversight, document review, live appointment issue handling, and basic legal/claim verification? Education: Bachelor's (Required) Experience: Management: 3 years (Required) Leadership: 2 years (Preferred) Microsoft Office: 1 year (Required) Document management systems: 1 year (Preferred) CRM software: 1 year (Required) Language: English (Required) Work Location: Remote
Euclid File Solutions
