Client Onboarding Specialist

4 days ago


Conshohocken, Pennsylvania, United States Pogust Goodhead Philadelphia, LLC Full time

About the Job

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We are looking for a Client Onboarding Specialist to join our US-based legal intake team. The ideal candidate will be an integral member of our team, responsible for setting up and managing the process of onboarding new and prospective clients.

Key Responsibilities:

  • Interviewing prospective clients by phone and email to assess suitability for our services
  • Managing intake campaigns, including following up on retainer agreements and reporting to partners and litigation teams
  • Conducting basic research to investigate claims and maintaining accurate records
  • Onboarding new clients by sending necessary paperwork and creating initial case files
  • Nurturing relationships with other law firms to grow referrals

Requirements:

  • Strong written and organizational skills, with excellent analytical skills and attention to detail
  • Excellent communication skills, with confidence and enthusiasm in client contact
  • Able to work independently and as part of a professional team, with respect for client confidentiality

What You'll Get:

  • Competitive salary: $65,000 - $85,000 per annum
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

Our Mission:

At Pogust Goodhead, we stand up for people against powerful corporations, fighting for justice when others won't. We welcome experienced professionals who share our passion for making a difference.



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