Client Onboarding Manager

Company: Family First Firm
Location: Orlando
Posted on: March 19, 2023

Job Description:

Do you love meeting and helping new people? -

Do you thrive in an ever-changing and growing environment?

If you answered "yes" to these questions, then we may be the perfect fit for you. -

WHO WE ARE: -The Family First Firm is one of the largest elder law firms in the country. We are a passionate and diverse group of people who believe that doing the right thing is the best way to help clients. FFF (as we call ourselves) has been around for over a decade and currently employs a growing team of 40 people. -

WHAT WE ARE LOOKING FOR: -We are currently seeking a dynamic Client Onboarding Manager to oversee our Intake Specialist team by delegating tasks and responsibilities to team members, working diligently and proactively to resolve any bottlenecks and providing support to our attorneys and Client Engagement Specialist while delivering on our Firm's mission to provide unparalleled client experience.

WHAT'S IN IT FOR YOU: - -This Client Onboarding Manager position offers an annual starting salary of $55,000 with additional earning potential.

The additional benefits are great too!



--- At least 26 paid weekdays off per year
--- Group health insurance, supplemental insurance (vision, dental, short-term disability, etc.)
--- 401k with matching after 90 days of service
--- A free legacy protection plan for you and your spouse
--- A company cruise if we hit certain company metrics
--- Firm lunches, events, celebrations of your milestones, and much more.

Responsibilities:
--- Develop and train team members on leadership skills
--- Handle arising concerns with clients
--- 1:1 meetings with Intake Specialist
--- Delegate projects and initiatives to Intake staff
--- Interview, hire, and train new employees
--- Eliminate bottlenecks
--- Conduct weekly team meetings
--- Manage processes for entering and responding to leads within the same business day
--- Communicate and support attorneys and Client Engagement Specialists to ensure streamlined onboarding experiences
--- Manage and optimize leads in the CRM system
--- Provide an unparalleled client experience for our potential clients and community partners.

Qualifications:
--- High School Diploma or equivalent
--- Associates Degree preferred
--- Minimum of three years of customer service experience required
--- Minimum of two years of management experience required
--- Client-centric mindset
--- Relentlessly optimistic attitude
--- Critical thinking and decision-making skills
--- Excellent spelling, grammar, verbal and written communication skills
--- Basic math skills
--- Ability to simultaneously handle multiple tasks and projects
--- Ability to prioritize effectively in a fast-paced environment
--- Leadership skills
--- Previous experience with CRM and/or case management software desired
--- Sales experience is highly valued
--- Legal industry experience preferred

About Company:
The Family First Firm is one of the largest elder law firms in the country. -We are a passionate and diverse group of people who believe that doing the right thing is the best way to help our clients. -FFF (as we call ourselves) has been around for over a decade and currently employs a team of over 35 people.

Keywords: Family First Firm, Orlando , Client Onboarding Manager, Executive , Orlando, Florida