Client Onboarding and Data Coordinator

3 days ago


Clearwater, United States Roman Austin Full time
About the Role

This is an exciting opportunity to work with a dedicated team of legal professionals at Roman Austin. As an Intake Specialist, you will play a crucial role in managing the firm's client relations and contributing to its growth.

Key Responsibilities
  • Perform data entry and organize paperwork to optimize new client onboarding and existing client file management.
  • Conduct phone screens and initial interviews with prospective clients to assess their case suitability and provide personalized support.
  • Develop and implement effective strategies to foster strong relationships with clients and promote the firm's services.

A successful candidate will have excellent communication skills, data entry experience, and a commitment to delivering exceptional customer service.



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