Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Intake & Onboarding Coordinator

$40k

Armstrong Law PLLC

Armstrong Law PLLC in Dallas, Texas, is rapidly growing and seeks a full-time legal intake specialist to join their supportive team. This role involves surveying prospective clients, managing new client onboarding, and assisting lawyers with appointments. Candidates should possess strong computer and communication skills, along with prior customer service experience. Compensation is set at $40,000 per year, with a focus on empathy and efficient client management. If you have a passion for helping others, apply today! #J-18808-Ljbffr Armstrong Law PLLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Intake & Onboarding Coordinator in Dallas, TX vacancy
  • A leading recruitment agency located in Dallas, Texas, is seeking a Client Intake Specialist to perform conflict searches and manage client information accurately. The ideal candidate should have experience in new business processing, maintain confidentiality, and possess... 
    Suggested

    Burnett Specialists Staffing | Recruiting

    Dallas, TX
    1 day ago
  • Working under the direction of the Conflicts and New Business Intake Manager, the Client Intake Specialist performs conflict searches and updates and maintains accurate client and matter information in the time and billing system. The Specialist maintains contact with... 
    Suggested

    Burnett Specialists Staffing | Recruiting

    Dallas, TX
    1 day ago
  • A law firm is seeking a Client Intake and Conflicts Specialist in Dallas, Texas. This hybrid role involves performing conflict of interest searches, maintaining accurate client and matter information, and assisting the Conflicts Department with operational tasks. Ideal... 
    Suggested
    Work at office

    Wegman Partners

    Dallas, TX
    1 day ago
  •  ...-day introductory period Position Summary Our law firm client is seeking a Client Intake and Conflicts Specialist. Under the direction of the Conflicts...  ...and conflicts inquiries from attorneys and secretaries Coordinate with the Records Department regarding matter openings,... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Wegman Partners

    Dallas, TX
    1 day ago
  • Mphasis is seeking a Client Migration Specialist to support customer migration and onboarding for a leading global financial institution. The role involves coordinating client migrations, managing stakeholder communication, validating documentation, and ensuring a seamless... 
    Suggested
    Fixed term contract

    Mphasis

    Dallas, TX
    2 days ago
  •  ...Coburn, a large full-service law firm with offices in eight (8) cities across the U.S., is in search of a full-time non-exempt Client Intake Specialist to join one of its offices in Dallas, Chicago, St. Louis, or Washington D.C. With over 450 attorneys and experience in... 
    Full time
    Temporary work
    Work at office
    Remote work

    Thompson Coburn LLP

    Dallas, TX
    1 day ago
  • Client Care & Business Development Coordinator Part-Time | Growth Opportunity to Full-Time Be the First Voice Families Trust. At Senior Helpers Central Dallas...  ...for every client. Coordinate smooth transitions from intake to active care. Confirm schedules, caregiver... 
    Remote job
    Full time
    Part time
    Work at office
    Local area
    Weekend work
    Weekday work

    Senior Helpers Central Dallas

    Dallas, TX
    3 days ago
  • Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the...  ...ongoing support teams through a warm handoff process. Coordinate with specialized internal departments (e.g., ACH,... 
    Work experience placement
    Work at office

    Jobtailor

    Dallas, TX
    2 days ago
  • Scotiabank is seeking a Senior Analyst for U.S. Client Onboarding in Dallas, Texas. This role involves assisting in the onboarding of new client relationships while ensuring compliance with US regulations like KYC and AML. Candidates should have 2-4 years of experience... 

    Scotiabank

    Dallas, TX
    2 days ago
  • $65k - $80k

    Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will manage onboarding and ownership changes, build trusted relationships, and guide clients through their investment journey with Vanguard’s products and services. The role requires... 

    Vanguard Group

    Dallas, TX
    2 days ago
  •  ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls.... 

    Citigroup Inc.

    Dallas, TX
    2 days ago
  • Beck Technology, Ltd. is seeking a Client Onboarding Specialist in Dallas, Texas, to join our Customer Success team. This role involves executing a comprehensive onboarding plan for new clients and delivering exceptional customer service, primarily through virtual meetings... 
    Remote job
    Flexible hours

    Beck Technology, Ltd.

    Dallas, TX
    3 days ago
  • About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success...  ...to guide client decisions with Beck Tech provided data Coordinating internal resources to configure reports and technical support... 
    Full time
    Remote work
    Work visa
    Flexible hours

    Beck Technology, Ltd.

    Dallas, TX
    5 days ago
  • Scotiabank in Dallas seeks a Regulatory Onboarding Specialist to facilitate efficient onboarding of US Global Banking and Markets clients, ensuring compliance with KYC/AML regulations. The role requires 4-6 years of experience in financial services, a relevant Bachelor'... 
    Flexible hours

    Scotiabank

    Dallas, TX
    2 days ago
  • Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will be the trusted advisor during onboarding and ownership changes, building relationships and guiding clients through complex financial steps. You will work in a hybrid model, leveraging... 

    Vanguard Group, Inc.

    Dallas, TX
    2 days ago
  • Fartherfinance in Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service... 

    Fartherfinance

    Dallas, TX
    5 days ago
  • All About Personnel is seeking a Staffing Coordinator in Dallas, Texas, to support staffing...  ...operations. This role requires recruiting, onboarding, and employee communication in a fast-...  ...positions, post jobs, and assisting with client and employee communications. #J-18808-... 

    All About Personnel

    Dallas, TX
    5 days ago
  •  ...seeking a Waterfall Specialist to join their PE/RE Waterfall and Onboarding Team. This position requires 3-5 years of fund accounting...  ...strong communication skills. Responsibilities include onboarding clients to Citco Waterfall and managing complex waterfall calculations... 

    Citco Group of Companies

    Dallas, TX
    2 days ago
  • A legal firm in Dallas is seeking an experienced BDC - Legal Sales, Client Intake Specialist to handle client interactions and lead screenings. The ideal candidate should be bilingual (English/Spanish) and possess a minimum of 3 years of sales experience. Responsibilities... 

    The United Firm | La Liga Defensora, APC

    Dallas, TX
    2 days ago
  • Position Overview Our Dallas office is looking to hire an experienced BDC - Legal Sales, Client Intake Specialist with a desire to grow within the legal industry. The BDC Intake Specialist will be the first point of contact with prospective clients, screen leads, and obtain... 
    Work at office
    Immediate start
    Weekend work

    The United Firm | La Liga Defensora, APC

    Dallas, TX
    2 days ago
  • $27 per hour

    A dedicated immigration law firm in Dallas is seeking a Sr. Intake Specialist to provide elevated support to clients and teams. The role involves training team members, improving client experiences, and monitoring consultations. Ideal candidates will possess analytical... 

    Lisinski Law Firm

    Dallas, TX
    2 days ago
  • Venturity is seeking a Controller-level Project / Implementation Director to lead a client-facing accounting team and oversee onboarding, implementation meetings, and complex accounting tasks. You will manage project plans, capacity, and workflow while mentoring staff... 

    Venturity

    Dallas, TX
    2 days ago
  • $70k - $80k

     ...PNC Intake Auditor & Sign-Up Coordinator Top Texas personal injury law firm seeks a highly organized, assertive, and mobile non-lawyer operations...  ...professional to serve as the office point person for Potential New Client (PNC) sign-up follow-up in our Dallas office. This... 
    Work at office
    Immediate start
    Night shift
    Weekend work
    Day shift
    Afternoon shift

    Thomas J. Henry Law, PLLC

    Irving, TX
    4 days ago
  • Venturity Financial Partners INC is seeking an experienced Accounting Project / Implementation Director to lead client onboarding and manage complex accounting projects in Dallas. The role suits a Controller-level professional who enjoys client interaction, team leadership... 

    Venturity Financial Partners INC

    Addison, TX
    2 days ago
  • A financial services firm in Dallas is looking for an Operations Associate to assist in client onboarding and operational processes. The role involves maintaining client information, supporting the creation of investment vehicles, and ensuring excellent service is provided... 
    Work at office

    Legacyknight

    Dallas, TX
    2 days ago
  • $55k - $65k

     ...highly organized, detail-driven Studio Coordinator to join our small, high-ownership team...  ...lane and meaningful impact on the client experience. Key Responsibilities Owning...  ...documentation as needed Managing inquiry intake and onboarding workflows Conducting initial screening... 
    Full time
    Seasonal work
    Flexible hours

    Fondeinteriors

    Dallas, TX
    3 days ago
  • $45k - $52k

    In this role, you would be called a Client Concierge. You will be one of the first people that anyone calling our office will speak with! You are to help make their experience with Burch Law as smooth and straightforward as possible. Compensation $45,000 - $52,000 yearly... 
    Full time
    Work at office

    Burch Law, PLLC

    Dallas, TX
    4 days ago
  • $40k

     ...rapidly growing law practice is seeking a full-time legal intake specialist to join our team! You’ll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their... 
    Full time

    Armstrong Law LLC

    Dallas, TX
    22 hours ago
  • $28.84 - $38.46 per hour

     ...The Intake Specialist serves as a critical gatekeeper of revenue integrity by ensuring...  ..., conflicts, and compensation—to ensure client and matter setup aligns with revenue recognition...  ...standards and firm policies Lead onboarding and offboarding processes for attorneys... 
    Hourly pay
    Full time
    Part time
    Flexible hours

    Littler Mendelson

    Dallas, TX
    3 days ago
  •  ...them capture leads, nurture opportunities, and turn them into clients for life. We’re a passionate team working remotely across the...  ...leading real estate technology companies. What you’ll do: As the Onboarding Manager at Real Geeks, you will lead, coach, and develop a... 
    Work at office
    Remote work

    Cinc Inc

    Dallas, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Intake & Onboarding Coordinator. Be the first to apply!