Empathetic Client Onboarding Specialist (Hybrid/Remote)

Parmele Disability Advocates; Springfield (MO); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

Wellness resources

401(k)

401(k) matching

Dental insurance

Employee discounts

Job summary

Parmele Disability Advocates in Springfield, MO is seeking a Client Onboarding Specialist to be the first point of contact for SSDI and VA disability clients. You will present our services, gather information, and guide prospects through the intake process.

The role blends customer service, relationship building, and administrative support. You will explain options, build rapport, and coordinate next steps with attorneys and internal teams to ensure a smooth client experience.

Qualifications

• Excellent verbal communication with a professional phone presence.
• Ability to guide conversations and build trust quickly.
• Strong interpersonal skills and desire to help others.
• Exceptional attention to detail and organization.
• Strong problem-solving and critical thinking abilities.
• Proficiency with Microsoft Office and computer-based systems.

Responsibilities

• Respond to inbound inquiries with professionalism and empathy.
• Conduct outbound follow-up calls to prospective clients.
• Build rapport and create a positive first impression of the firm.
• Explain services and available options to clients clearly.
• Gather and document client information in the firm's systems.
• Schedule consultations and coordinate onboarding steps.
• Maintain accurate intake records and coordinate with attorneys.
• Perform general admin tasks related to onboarding and intake.

Skills

Excellent verbal communication

Guiding conversations

Interpersonal skills

Attention to detail

Problem solving

MS Office proficiency

Tools

CRM software

Client management software

Case management software

Job description

Parmele Disability Advocates in Springfield, MO is seeking a Client Onboarding Specialist to be the first point of contact for SSDI and VA disability clients. You will present our services, gather information, and guide prospects through the intake process.

The role blends customer service, relationship building, and administrative support. You will explain options, build rapport, and coordinate next steps with attorneys and internal teams to ensure a smooth client experience.