Client Onboarding Specialist
hace 5 días
DYADlaw, P.C., a fast-growing law firm dedicated to supporting immigrants in achieving their American Dreams, seeks an organized and compassionate Client Onboarding Specialist. This role will focus on ensuring a seamless and welcoming introduction for new clients, handling critical initial steps such as explaining the contract, managing down payments and retainers, and ensuring all required documents are in place.
Job Summary:The Client Onboarding Specialist will guide clients through the onboarding process, contributing to DYADlaw's mission of providing life-changing legal services.
Key Responsibilities:- Serve as the primary point of contact for new clients, conducting welcome calls, explaining case processes, retainer fees, down payments, and contract terms, and addressing any initial questions or concerns.
- Clearly explain contract terms, manage the iSign process or coordinate mailings, and follow up on signatures and financial transactions, ensuring timely completion of down payments and retainers.
- Assist clients in gathering required documents and providing a detailed explanation of the case process, timelines, and necessary steps involved in their case.
- Prepare and organize client case files in the firm's case management system, ensuring accurate documentation for attorneys and legal staff.
This full-time position comes with a competitive salary range of $45,000 - $60,000 per year, depending on experience, along with benefits including health insurance, paid time off, and opportunities for professional growth and development.
Requirements:- Bilingual Proficiency (English/Spanish)
- At least 1-2 years of experience in a customer service or client-facing role, preferably in a legal, healthcare, or service industry setting.
- Experience handling payments, retainers, and contract explanations is preferred, ensuring all financial and legal documentation is processed correctly.
- Familiarity with case management software and office technology, with a willingness to learn new tools as required.
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