Client On-Boarding Specialist

Peregrine Search Solutions

United States

Remote

USD 42,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Monthly bonus potential

401(k) benefits with employer match

Paid Time Off (PTO)

Promotion & growth opportunities

Business casual dress code

Team breakfasts & lunches

Job summary

A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience and be self-motivated. The position offers competitive compensation, monthly bonuses, and 401(k) benefits, and is fully remote.

Qualifications

Sales or other customer-facing experience preferred.
Ability to work in a fast-paced environment.
Strong organizational and multi-tasking skills.
Ability to work in a fast-paced environment with strong organizational skills.
Bi-lingual is a plus (e.g., Spanish).

Responsibilities

Assist new clients with the Firm’s digital onboarding process.
Utilize Salesforce CRM for client support tasks.
Ensure successful client onboarding.
Follow up with clients to ensure successful onboarding completion.
Support attorneys with related onboarding tasks as needed.

Skills

Sales experience

Customer service experience

Self-motivated

Organizational skills

Attention to detail

Bilingual (e.g., Spanish)

Tools

Salesforce CRM

Job description

We are a consumer-advocacy law firm headquartered in the Financial District of New York City, providing representation to consumers who have fallen into financial difficulty. With our growing firm, we offer you the opportunity to develop your career in a practice that is rich in variety and challenges. If you desire to work with other talented people who share a passion for professionalism and growth, then a career with us may be a perfect fit for you!

Client Onboarding Specialist

We are looking for a highly-motivated individual interested in growth to join our team of Client Onboarding Specialists. This position entails a high call volume focusing on assisting new clients with the Firm’s onboarding process. The specialist’s role includes familiarizing newly-engaged clients with the Firm’s services, and ensuring receipt of all documents necessary for successful onboarding. The ideal candidate is someone who is looking for a fast-paced, professional environment, and has a genuine desire to help people in difficult times.

Assisting new clients with the Firm’s digital onboarding process, including client intake, gathering & review of documents, and ensuring successful completion of client onboarding
Utilizing the Firm’s Salesforce CRM software in performing client-support tasks
Meeting high-quality performance requirements and goals for all tasks and responsibilities
Reviewing client documents for completeness and uploading to the Firm’s client management system
Following up with clients as needed to complete their onboarding
Other related tasks as instructed by the Firm’s attorneys

Required Skills & Experience:

Sales or other customer-facing experience is preferred, including experience in a consulting role or financial services in a call center environment
Self-motivated worker with a solid work ethic and competitive drive
Shift options are Tuesday-Saturday or Sunday-Thursday from 1 PM - 10 PM EST
Ability to work in a fast-paced environment with strong organizational and multi-tasking skills
Strong attention to detail
Proven responsibility and reliability
Bi-lingual is not necessary but is a plus (e.g., Spanish)

What We Offer: