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Client Onboarding Specialist

Shegerian & AssociatesSan Diego, CA

$24 - $25 / hour


Overview

Schedule
Full-time
Career level
Entry-level
Remote
On-site
Compensation
$24-$25/hour
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

The Case Doesn't Start in Court. It Starts With You.

When a new client signs on with Shegerian & Associates, they’re trusting us with one of the hardest moments of their working life. As our Onboarding Specialist, you turn “we’ll take your case” into a fully built file ready for the team to fight. 

We’re California’s premier plaintiff side employment law firm, and we’re looking for someone who treats the details like they matter, because they do.

What You'll Do 

  • 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 the defendant
  • Follow up on every outstanding document 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

This description captures the primary nature and level of work for this role. Additional duties, responsibilities, and qualifications may apply beyond those listed here. 

What Makes You the One 

  • You’re meticulous by default and your follow through is automatic
  • You never let a deadline get close
  • You stay calm and warm with anxious or overwhelmed clients
  • You communicate clearly in writing and on the phone
  • You take ownership and don’t wait to be told what’s next

Why Shegerian & Associates 

You won't find a more passionate, driven team. The work is meaningful, the standards are high, and the people around you will push you to be better. If you want a role where what you do every day actually matters, this is it. 

Requirements

  • 1+ year of legal intake, client services, or administrative experience (Preferred)
  • Fluent in Spanish and English (Preferred)
  • Exceptional attention to detail and organization
  • Proficiency in Microsoft (MS) Word, Excel, and Customer Relationship Management (CRM) software
  • Commitment to strict client confidentiality

Benefits

What We Offer

  • Hourly pay: $24-$25 BOE 
  • Workplace: In-person 

Industry-Leading Benefits

  • Firm pays 100% of premiums for dental and vision 
  • Firm pays 100% of all Silver-level medical plans
  • Firm contributes approximately 10% toward retirement (3% Safe Harbor + 7% Profit Sharing) 
  • $500 annual FSA contribution 
  • Time for Life: Accrual of 80 hours of PTO (additional 40 hours on 3rd anniversary), 40 hours sick pay, plus your birthday off as a fully paid day. 

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FAQs About Client Onboarding Specialist Jobs at Shegerian & Associates

What is the work location for this position at Shegerian & Associates?
This job at Shegerian & Associates is located in San Diego, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Shegerian & Associates?
Candidates can expect a pay range of $24–$25 per hour for this role.
What employment applies to this position at Shegerian & Associates?
Shegerian & Associates lists this role as a Full-time position.
What experience level is required for this role at Shegerian & Associates?
Shegerian & Associates is looking for a candidate with "Entry-level" experience level.
What benefits are offered by Shegerian & Associates for this role?
Shegerian & Associates offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Leave, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Shegerian & Associates?
You can apply for this role at Shegerian & Associates either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.