Client Onboarding Specialist

4 days ago


San Antonio, Texas, United States B. Pleasant Law, PLLC Full time
About B. Pleasant Law, PLLC

We are a rapidly growing law practice seeking two full-time Client Onboarding Specialists to support our team.

Job Summary

The Client Onboarding Specialist will be responsible for surveying prospective clients, empathizing with them on the details of their cases, managing new client onboarding and data entry, and helping our lawyers book and manage their appointments.

Key Responsibilities
  • Manage various office tasks to ensure peak efficiency, including document management, data organization, and research.
  • Collect paperwork and enter data into our case management system to ensure a smooth onboarding process for new clients and tidy management of case files.
  • Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard.
  • Collaborate with our marketing team on outbound sales tactics and partnerships with other law firms to bring in new cases.
  • Set appointments for potential clients that meet our criteria to keep our lawyers' schedules organized and grow our caseload.
Requirements
  • Skilled with Microsoft Office, especially Microsoft Excel.
  • Previous legal experience highly valued.
  • Solid data entry, spreadsheet management, and computer skills.
  • Previous customer service or sales experience preferred.
  • Outstanding communication skills and sense of empathy.


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