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Onboarding Coordinator
Location:
Vista, CA
Description:
DYADlaw, P.C., a fast-growing law firm dedicated to supporting immigrants in achieving their American Dreams, seeks an organized and compassionate Onboarding Specialist. This role will focus on ensuring a seamless and welcoming introduction for new clients, handling critical initial steps such as explaining the contract, managing down payments and retainers, and ensuring all required documents are in place. The Onboarding Coordinator will guide clients through the onboarding process, contributing to DYADlaw’s mission of providing life-changing legal services. Responsibilities:Include, but are not limited to: • Serve as the primary point of contact for new clients, conducting welcome calls, explaining case processes, retainer fees, down payments, and contract terms, and addressing any initial questions or concerns.• Clearly explain contract terms, manage the iSign process or coordinate mailings, and follow up on signatures and financial transactions, ensuring timely completion of down payments and retainers.• Assist clients in gathering required documents and providing a detailed explanation of the case process, timelines, and necessary steps involved in their case.• Prepare and organize client case files in the firm’s case management system, ensuring accurate documentation for attorneys and legal staff.• Facilitate smooth transitions between clients and the legal team, fostering client confidence and ensuring they feel supported throughout the onboarding process. Qualifications:The following includes the knowledge, skill, and/or ability requirements necessary to perform this position. • Bilingual Proficiency (English/Spanish)• At least 1-2 years of experience in a customer service or client-facing role, preferably in a legal, healthcare, or service industry setting.• Experience handling payments, retainers, and contract explanations is preferred, ensuring all financial and legal documentation is processed correctly. Schedule Monday - Friday; 8am to 5pm PT US Compensation: $20 - $23 hour USD About Company: DYADlaw, P.C. - a fast-growing law firm passionate about helping immigrants with their legal status and defining their American Dreams is looking for its next team player.
Company:
Dyadlaw. P.C.
Posted:
November 11 on WizeHire
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More About this Listing: Onboarding Coordinator
Onboarding Coordinator is a Real estate Onboarding Coordinator Job at Dyadlaw. P.C. located in Vista CA. Find other listings like Onboarding Coordinator by searching Oodle for Real estate Onboarding Coordinator Jobs.
Onboarding Coordinator is a Real estate Onboarding Coordinator Job at Dyadlaw. P.C. located in Vista CA. Find other listings like Onboarding Coordinator by searching Oodle for Real estate Onboarding Coordinator Jobs.