Client -Boarding Specialist

We are a consumer-advocacy law firm headquartered in the Financial District of New York City, providing representation to consumers who have fallen into financial difficulty. With our growing firm, we offer you the opportunity to develop your career in a practice that is rich in variety and challenges. If you desire to work with other talented people who share a passion for professionalism and growth, then a career with us may be a perfect fit for you!

Client Onboarding Specialist

We are looking for a highly-motivated individual interested in growth to join our team of Client Onboarding Specialists. This position entails a high call volume focusing on assisting new clients with the Firm’s onboarding process. The specialist’s role includes familiarizing newly-engaged clients with the Firm’s services, and ensuring receipt of all documents necessary for successful onboarding. The ideal candidate is someone who is looking for a fast-paced, professional environment, and has a genuine desire to help people in difficult times.

• Assisting new clients with the Firm’s digital onboarding process, including client intake, gathering & review of documents, and ensuring successful completion of client onboarding
• Utilizing the Firm’s Salesforce CRM software in performing client-support tasks
• Meeting high-quality performance requirements and goals for all tasks and responsibilities
• Reviewing client documents for completeness and uploading to the Firm’s client management system
• Following up with clients as needed to complete their onboarding
• Other related tasks as instructed by the Firm’s attorneys

Required

Skills & Experience:

• Sales or other customer-facing experience is preferred, including experience in a consulting role or financial services in a call center environment
• Self-motivated worker with a solid work ethic and competitive drive
• Shift options are Tuesday-Saturday or Sunday-Thursday from 1 PM - 10 PM EST
• Ability to work in a fast-paced environment with strong organizational and multi-tasking skills
• Strong attention to detail
• Proven responsibility and reliability
• Bi-lingual is not necessary but is a plus (e.g., Spanish)

What We Offer:

• Monthly bonus potential
• Competitive compensation commensurate with expertise and experience
• Training & guidance
• 401(k) benefits with employer match
• Paid Time Off (PTO)
• Promotion & growth opportunities
• Bi-weekly office breakfasts and monthly office lunches sponsored by the Firm
• Quarterly and annual events and team-building activities sponsored by the Firm
• Business casual dress code
• A collaborative and supportive team
• This is a remote position

• Associate

• Full-time

• Customer Service and General Business

• Legal Services