Onboarding Program Manager
hace 3 días
About DYADlaw, P.C.
As a fast-growing law firm dedicated to supporting immigrants in achieving their American Dreams, we seek an organized and compassionate Onboarding Coordinator. 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.
The Onboarding Coordinator will guide clients through the onboarding process, contributing to our mission of providing life-changing legal services. Key responsibilities include:
- Serving 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 explaining contract terms, managing the iSign process or coordinating mailings, and following up on signatures and financial transactions, ensuring timely completion of down payments and retainers.
- Assisting clients in gathering required documents and providing a detailed explanation of the case process, timelines, and necessary steps involved in their case.
- Preparing and organizing client case files in our case management system, ensuring accurate documentation for attorneys and legal staff.
- Facilitating smooth transitions between clients and the legal team, fostering client confidence and ensuring they feel supported throughout the onboarding process.
Qualifications
The ideal candidate will possess the following qualifications:
- 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.
- Ability to manage sensitive client information with confidentiality and care while maintaining a professional and compassionate demeanor.
Compensation
We offer a competitive salary of $19,000 per year, commensurate with experience. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
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