Client Onboarding Specialist

Shegerian & Associates • San Diego, CA

5d • Onsite

About The Position

Shegerian & Associates is seeking a Client Onboarding Specialist to guide new clients through onboarding and prepare their matters for case management and attorney review. The role involves turning signed engagements into complete, organized case files while supporting clients through what may be a difficult time.

The specialist drafts and sends retainer agreements, answers client questions, gathers evidence, case information, and personnel files from defendants, and follows up on outstanding documents until each file is complete. The role also tracks critical deadlines, including Tort Claims Act (TCA), Statute of Limitations (SOL), and Right to Sue (RTS) deadlines, and keeps case files, trackers, and timelines current. The firm values meticulous attention to detail, dependable follow-through, clear communication, client confidentiality, and a calm, supportive approach to clients.

Requirements

• Exceptional attention to detail and organization.
• Proficiency in Microsoft Word, Excel, and customer relationship management (CRM) software.
• Commitment to strict client confidentiality.
• Clear written and verbal communication and the ability to remain calm and supportive with anxious or overwhelmed clients.

Nice To Haves

• At least 1 year of legal intake, client services, or administrative experience.
• Fluency in Spanish and English.

Responsibilities

• Guide new clients through onboarding and prepare matters for case management and attorney review.
• Draft and send retainer agreements and answer client questions.
• Collect evidence, case information, and personnel files from defendants.
• Follow up on outstanding documents until client files are complete.
• Track critical deadlines, including Tort Claims Act (TCA), Statute of Limitations (SOL), and Right to Sue (RTS) deadlines.
• Keep case files, trackers, and timelines organized and current.

Benefits

• Firm pays 100% of dental and vision premiums.
• Firm pays 100% of premiums for all Silver-level medical plans.
• Firm contributes approximately 10% toward retirement (3% Safe Harbor plus 7% Profit Sharing).
• $500 annual FSA contribution.
• Accrual of 80 hours of paid time off, with an additional 40 hours on the third anniversary.
• 40 hours of sick pay.
• Birthday off as a fully paid day.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed