Job Description

Client Onboarding Assistant - Law Firm 
Pay: $50k per year
Schedule: Monday-Thursday, minimum of 35hrs. 
Location: The Gild Buildings, Dallas, TX 75206.

The client onboarding assistant will play a key role in facilitating a smooth onboarding experience for new clients by serving as the main point of contact for prospective clients through engagement. The client onboarding assistant should possess strong customer service skills, be able to multi-task and meet deadlines. Successful candidates will have strong organizational and communication skills, be detail-orientated, and professional. This position will work with the Client Intake Team and is under the direct supervision of the Brand Marketing Manager.

Duties and Responsibilities:

• Serve as key point of contact for prospective clients.
• Answering scheduling queries via email and phone.
• Draft and Send Custom Roadmaps Following Discovery and Consult Calls Responsible for post-speaking engagement lead nurturing.
• Serve as point of contact for clients regarding the onboarding and engagement process
• Draft and Send Engagement Agreements
• Report on Team KPIs
• Support the implementation of the new client intake initiatives and process improvements.

Education and Experience:

• A minimum of an Associate Degree required.
• Highly proficient in Microsoft Office Suite applications.
• Extremely organized, detail-oriented, able to multi-task and prioritize their workload, and work well under pressure.
• Excellent communication skills, both oral and written.
• Customer service experience a must.
• Must be able to work independently and as a team member.
• Reliable, professional, strong sense of confidentiality and ability to exercise sound judgment.
• Prefer one year of experience in a professional administrative role but not necessary.
• Law firm experience is not necessary.

Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Tags

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