Client Onboarding Professional

2 days ago


Cincinnati, Ohio, United States O'Connor Acciani & Levy, Co., LPA Full time

O'Connor Acciani & Levy, Co., LPA seeks an experienced Intake Specialist to join our dynamic team. This role involves managing incoming calls, gathering information from clients, and performing data entry tasks.

The ideal candidate will possess excellent communication skills, be proficient in Microsoft Office Suite (Word, Excel, Outlook), and have experience working with multi-line telephones.

Key Skills:
  • Data entry and management
  • Customer service and relations
  • Communication and interpersonal skills
  • Microsoft Office Suite proficiency
  • Multi-line telephone experience

As an Intake Specialist, you will play a critical role in ensuring seamless client onboarding and providing exceptional support to our team. We offer a competitive salary range of $48,000 - $58,000 per year, depending on experience.



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