Client Onboarding Specialist

Shegerian & Associates • San Diego, CA

6d • $49,920 - $52,000 • Onsite

About The Position

Shegerian & Associates is hiring an in-person Client Onboarding Specialist to guide new clients through onboarding and prepare their matters for Case Management and attorney review. The role involves drafting and sending retainer agreements, answering client questions, collecting evidence and case information, and obtaining personnel files from defendants. The specialist follows up on outstanding documents until each file is complete, tracks critical deadlines, and keeps case files, trackers, and timelines organized and current. The role calls for meticulous follow-through, clear communication, calm and supportive client service, and ownership of next steps. Additional duties, responsibilities, and qualifications may apply.

Requirements

• Exceptional attention to detail and organization.
• Proficiency in Microsoft Word, Excel, and Customer Relationship Management (CRM) software.
• Commitment to strict client confidentiality.

Nice To Haves

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

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 the file is complete.
• Track critical deadlines, including Tort Claims Act (TCA), Statute of Limitations (SOL), and Right to Sue (RTS).
• Keep case files, trackers, and timelines organized and current.
• Communicate clearly with clients in writing and by phone, and provide calm, warm support to anxious or overwhelmed clients.
• Take ownership of work and anticipate next steps.

Benefits

• Firm pays 100% of dental and vision premiums.
• Firm pays 100% of 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 PTO, with an additional 40 hours on the third anniversary.
• 40 hours of sick pay.
• Fully paid birthday off.

What This Job Offers

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