Job Description
Job Description
Job Title: Client Onboarding Specialist
Location: Financial District, New York City
Employment Type: Full-Time
Industry: Legal Services (Consumer Advocacy)
About Us
We are a dynamic and growing consumer-advocacy law firm located in the Financial District of New York City. Our mission is to represent and support individuals experiencing financial hardship. At our firm, you will have the opportunity to grow professionally within a team that values collaboration, excellence, and a shared passion for making a difference in clients' lives.
If you're seeking a career that offers both challenges and meaningful work—and you thrive in a fast-paced, professional environment—we invite you to consider joining our team.
Position Overview
We are currently seeking a Client Onboarding Specialist to join our team. In this role, you will play a critical part in guiding new clients through our onboarding process, ensuring they feel supported and informed during a difficult time in their lives.
This is a high-volume, client-facing position requiring strong communication skills, attention to detail, and a genuine desire to help others.
Key Responsibilities
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Assist new clients with the Firm’s digital onboarding process, including client intake and document collection.
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Review client-submitted documents for completeness and upload them to the Firm’s management system.
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Communicate effectively with clients to ensure timely receipt of required documentation.
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Utilize Salesforce CRM to manage onboarding tasks and client data.
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Meet performance goals related to quality, responsiveness, and completion rates.
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Collaborate with attorneys and team members to support a seamless onboarding experience.
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Perform additional tasks as directed by supervising attorneys.
Qualifications
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Experience in sales, consulting, financial services, or a call center environment is preferred.
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Strong communication and interpersonal skills.
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Self-motivated with a solid work ethic and a results-driven mindset.
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Ability to multi-task and stay organized in a fast-paced setting.
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High attention to detail and accuracy.
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Reliable, responsible, and professional demeanor.
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Bilingual (e.g., Spanish) is a plus, but not required.
What We Offer
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Competitive Salary (commensurate with experience)
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Bonus Eligibility
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Comprehensive Benefits Package:
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Medical, Dental, and Vision
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401(k) with Employer Match
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Pre-Tax Transit Benefits
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Generous PTO (Paid Time Off)
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Professional Development:
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Training & Mentorship
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Clear Promotion Pathways
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Firm Culture:
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Bi-weekly Office Breakfasts
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Monthly Team Lunches
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Quarterly & Annual Firm Events
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Team Building Activities
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Business Casual Dress Code
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Supportive and collaborative work environment
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Join Our Team
If you’re looking for a fulfilling role where your work truly makes a difference, apply today and become part of a passionate and talented team dedicated to helping people through life’s financial challenges.
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