Client Concierge & Onboarding Specialist

Brierton, Jones & Jones, LLP; San Diego (CA); On-site; USD 46,000 - 50,000; Full time

Benefits offered by this job

Full medical and vision insurance coverage

401(k) with employer matching

Paid holidays

Three weeks of paid vacation in addition to sick leave

Job summary

Brierton, Jones & Jones, LLP is seeking a Client Concierge Specialist in San Diego. This role requires excellent communication skills and involves managing the client intake process, coordinating consultations, and assisting with onboarding new clients.

The ideal candidate will have prior experience in a law firm setting, possess strong organizational skills, and be able to communicate professionally with clients. The position offers a collaborative work environment and opportunities for professional growth.

Qualifications

• Prior law firm intake, receptionist, legal assistant, or administrative experience preferred.
• Ability to communicate professionally and compassionately with clients.
• Professional and polished demeanor.

Responsibilities

• Serve as the primary point of contact for prospective clients.
• Conduct intake calls and gather information for conflicts checks.
• Draft and transmit fee agreements and engagement documents.

Skills

Excellent written and verbal communication skills

Strong organizational skills and attention to detail

Ability to manage multiple tasks and deadlines

Experience with legal case management software

Proficiency with Microsoft Office

Job description

Brierton, Jones & Jones, LLP is seeking a Client Concierge Specialist in San Diego. This role requires excellent communication skills and involves managing the client intake process, coordinating consultations, and assisting with onboarding new clients.

The ideal candidate will have prior experience in a law firm setting, possess strong organizational skills, and be able to communicate professionally with clients. The position offers a collaborative work environment and opportunities for professional growth.