Client Onboarding Coordinator

hace 1 semana

Saltillo, México DYADlaw. P.C. A tiempo completo

**Please note: This position requires full-time on-site availability in SALTILLO, COAH., MEX. (No remote position).**

DYADlaw, P.C., a fast-growing law firm dedicated to supporting immigrants in achieving their American Dreams, seeks an organized and compassionate 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. The Onboarding Coordinator will guide clients through the onboarding process, contributing to DYADlaw’s mission of providing life-changing legal services.

**Compensation**:
$21,000

**Responsibilities**:

- Reply to incoming calls from customers including products and service questions, general information, and complaints
- Interact with the sales lead to maintain and improve service and product knowledge
- Provide thorough follow-ups to customer interactions, ensuring customer satisfaction
- Maintain customer accounts and update with new account information as needed
- Communicate frequent customer suggestions to the team to troubleshoot
- 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.
- Facilitate smooth transitions between clients and the legal team, fostering client confidence and ensuring they feel supported throughout the onboarding process.

**Qualifications**:

- Must possess exemplary interpersonal skills, communication skills, and active listening skills
- Experience working in a customer-oriented atmosphere

The following includes the knowledge, skill, and/or ability requirements necessary to perform this position.
- **
Please note: This position requires full-time on-site availability in SALTILLO, COAH., MEX.**:

- 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.

**PLEASE SUBMIT YOUR RESUME IN ENGLISH

**About Company**
DYADlaw, P.C. - a fast-growing law firm passionate about helping immigrants with their legal status and defining their American Dreams is looking for its next team player.

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