New Client Onboarding Associate

2 weeks ago


Atlanta, Georgia, United States The Edwards Law Group Full time


The Edwards Law Group is expanding, and we are looking for a dedicated full-time legal client relations specialist to become a vital part of our team. In this role, you will engage with potential clients, demonstrating empathy while gathering essential information about their cases. You will oversee the onboarding process for new clients, ensuring accurate data entry, and assist our attorneys in scheduling and managing their appointments.

We are committed to providing the necessary training and resources to help you thrive in a collaborative, supportive, and passionate legal environment.


Key Responsibilities

  • Coordinate attorney schedules, including consultations with prospective clients, to enhance caseload development.
  • Handle various administrative tasks such as managing emails, organizing documents, and conducting research to maintain optimal office efficiency.
  • Gather necessary documentation and input data into our case management system to facilitate a seamless onboarding experience for new clients.
  • Contribute to client acquisition efforts by collaborating with the marketing team on outreach and partnership initiatives.
  • Engage with potential clients to assess their compatibility with our practice, ensuring all communications are conducted with empathy and professionalism.

Qualifications

  • Proficient in spreadsheet and data management, with strong computer skills.
  • A high school diploma or equivalent is required; a Bachelor's degree is preferred.
  • Comprehensive knowledge of the Microsoft Office suite, particularly advanced skills in Excel.
  • Previous experience in customer service or sales is advantageous.
  • Familiarity with CRM and case management software is a plus.

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