Client Onboarding Specialist
Application Deadline: 2 August 2026
Department: Client Onboarding
Employment Type: Full Time
Location: Remote
Compensation: $23.08 / hour
Description
We are a consumer protection law firm located in the Financial District of New York City, providing representation to consumers who have been harassed or otherwise deceived by creditors and debt collectors. 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!
Target Hire Date: ***July 20, 2026***
Client Onboarding Specialist | Remote | Sun-Thu | (1:00PM-10:00 PM EST)
This Position supports an Eastern Time Zone schedule. Candidates in the Central Time Zone may be considered, provided they are able to work Eastern Time Zone Hours.
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.
Key Responsibilities
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
Skills, Knowledge and Expertise
Sales or other customer-facing experience is preferred, including experience in a consulting role or financial services in call center environment
Self-motivated worker with a solid work ethic and competitive drive
Excellent communication skills
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)
Benefits
Compensation is competitive and commensurate with expertise and previous experience
WFH based role
Performance Bonus eligibility
Training & Guidance
Medical, Dental & Vision Benefits
401K Benefits with Employer Match
Paid Time Off (PTO)
Business Casual Dress Code
An incredible team of smart and supportive people!