Client Onboarding Specialist
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AI Summary
The specialist manages the digital onboarding process for new clients, including intake and document review. They utilize Salesforce CRM to support clients and ensure all necessary documentation is uploaded to the management system.
Client Onboarding Specialist
Application Deadline: 29 June 2026
Department: Client Onboarding
Employment Type: Full Time
Location: Remote
Compensation: $23.08 / hour
Description
We are a consumer protection law firm located in the Financial District of New York City, providing representation to consumers who have been harassed or otherwise deceived by creditors and debt collectors. 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 | Remote | Sun-Thu (1:00PM-10:00 PM EST)
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.
Target Start Date: July 13, 2026
Client Onboarding Specialist | Remote | Sun-Thu (1:00PM-10:00 PM EST)
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.
Target Start Date: July 13, 2026
Key Responsibilities
- 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
Skills, Knowledge and Expertise
- Required - | Remote Sun-Thu (1 :00PM-10:00 PM EST)
- 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!
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