Client Onboarding Specialist

Law Offices of Robert S. Gitmeid & Assoc. PLLC

Client Onboarding Specialist helping consumers with the onboarding process at a law firm. Assisting clients with document review and ensuring a smooth onboarding experience.

Posted 6/2/2026full-timeRemote • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $23 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

self-motivatedstrong work ethiccompetitive driveexcellent communicationstrong organizational skillsmulti-taskingattention to detailresponsibilityreliability