Client Onboarding Specialist

1 week ago


Vista, California, United States DYADlaw. P.C. Full time
Job Description

We are looking for a skilled Client Onboarding Specialist to facilitate smooth transitions between clients and the legal team, fostering client confidence and ensuring they feel supported throughout the onboarding process.

The ideal candidate will have at least 1-2 years of experience in a customer service or client-facing role, preferably in a legal, healthcare, or service industry setting.

Responsibilities:

  • 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.
Qualifications:

Bilingual Proficiency (English/Spanish) is highly desired.



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