Client Onboarding Specialist (Traveling Role)

Traveling Intake Specialist

The Traveling Intake Specialist plays a key role in welcoming and onboarding new clients. You’ll meet with individuals interested in our services, confirm their information, explain eligibility options, and guide them through the process of getting help.

In addition to meeting clients, you’ll help keep daily office operations running smoothly and maintain a professional, friendly environment. This position requires travel.

Duties/Responsibilities:

• Meet with potential clients to explain the firm’s services and value.
• Build trust and provide excellent customer service with empathy and care.
• Review client information and complete new client sign-ups.
• Collaborate with attorneys, paralegals, and legal assistants for a seamless handoff.
• Keep accurate notes and client details in our CRM system.
• Update management regularly and ensure data is reported correctly.
• Greet clients, answer phone calls, and handle front desk duties.
• Support clients by collecting documents and serving as a bridge to the legal team.
• Assist with daily office operations and other tasks as needed.

Qualifications

• Bachelor’s Degree required.
• Fully bilingual in English and Spanish.
• Minimum of 2 years of professional experience, preferably in an immigration law firm.
• Strong communication and relationship-building skills.
• Knowledge of immigration processes and client service.
• Self-starter who can work independently and in a team.
• Organized, dependable, and comfortable multitasking in a fast-paced environment.
• Experience using CRM or client management tools.
• Valid Driver License
• Ability and willingness to to travel up to 50% of the time (driving or flying is required)

Pay: $20- $26 an hour

We are excited about the possibility of you joining our team! Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC!