Unclassified - Elmwood Park, NJ
posted about 1 month ago
The Client Onboarding Specialist at ONAL GALLANT BAYRAM & AMIN PC plays a crucial role in the onboarding process for new clients. This position is responsible for ensuring that new clients are properly assigned to the appropriate department within the firm, facilitating a smooth transition into the firm's services. As the initial and primary point of contact for assigned clients, the specialist will handle inquiries related to rates and record keeping, ensuring that clients feel supported and informed from the outset. In addition to client interaction, the Client Onboarding Specialist will undertake the conflict check process, which is essential for maintaining the integrity of client relationships and compliance with legal standards. This role also involves managing client data meticulously, ensuring that all information is accurate and up-to-date while maintaining strict confidentiality regarding client details. The specialist will review matter opening details to confirm the accuracy of engagement agreements and the setup within the firm's systems, which is vital for effective client service and operational efficiency. Overall, this position requires a detail-oriented individual who can manage multiple tasks efficiently while providing excellent customer service to clients during their onboarding experience.