Client Onboarding Specialist

Role Overview

• 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

Requirements

• Sales or other customer-facing experience is preferred, including experience in a consulting role or financial services in call center environment
• Self-motivated worker with a solid work ethic and competitive drive
• Excellent communication skills
• 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)

Benefits

• Compensation is competitive and commensurate with expertise and previous experience
• WFH based role
• Performance Bonus eligibility
• Training & Guidance
• Medical, Dental & Vision Benefits
• 401K Benefits with Employer Match
• Paid Time Off (PTO)
• Business Casual Dress Code
• An incredible team of smart and supportive people!