Client Onboarding and Customer Service Representative (Bilingual – Spanish/English)
Overview
Location: Remote
Languages Required: Fluent in Spanish, Conversational English.
About Us
We are a mission-driven and rapidly growing immigration law firm dedicated to helping individuals and families create a better future in the USA.
Our team is passionate about making a real difference, and our work is guided by core values that help us provide outstanding support to our clients.
We are looking for a Client Onboarding & Customer Service Representative who embodies these values and is ready to make a meaningful impact by guiding new clients through the first steps of their immigration journey.
Position Overview
This role is primarily focused on Client Onboarding, with Customer Service responsibilities as a secondary function.
As a Client Onboarding & Customer Service Representative, you will be the client’s first point of contact, setting the tone for their experience with our firm.
You’ll conduct welcome calls, verify client information, create cases in our management system, and ensure all notes are clear, detailed, and well organized for the rest of the legal team.
Accuracy, attention to detail, and organization are essential, as documentation and clarity directly determine how effectively the rest of the process flows.
When onboarding demand is lower, you’ll assist the Customer Service team to continue delivering high-quality support to existing clients.
This role requires someone highly organized, proactive, and detail-oriented who thrives in a structured environment but can quickly adapt to client needs.
Bilingual proficiency in Spanish and English is required, with the ability to provide support in alignment with our values.
Core Values
- Devoted: We are committed to each client’s journey, providing personal attention and constant support.
- Resourceful: We creatively solve challenges and find smart solutions for our clients.
- Empowering: We help our clients feel confident as they work toward a successful future.
- Accountable: We take responsibility for our actions, always acting with honesty and integrity.
- Mission-Driven: We believe in uncovering possibilities and opportunities to help clients.
Key Responsibilities
- Client Onboarding (Primary Focus): Conduct welcome calls, verify client information, schedule interviews for next stages, create and set up client cases with accuracy, leave clear and organized notes, and ensure expectations and document requirements are communicated clearly and empathetically.
- Collaborate with legal and administrative teams to ensure seamless handoffs after onboarding.
- Assist with sign-up of the contract and clarify terms and agreements.
- Customer Service (Secondary Focus): Provide compassionate and clear support to existing clients, handle case updates, manage calls and appointments, and maintain organized documentation.
Qualifications
- Bilingual (Spanish/English): Fluent in both languages with strong communication skills.
- Experience: Minimum 1 year in customer service and administrative roles.
Experience in immigration, legal, or professional services is a plus but not required.
- Exceptional attention to detail in data entry, note-taking, and information verification.
- Highly organized & process-oriented: able to manage multiple clients and complex workflows.
- Proactive & reliable: able to manage follow-ups and ensure timely completion of responsibilities.
- Tech-savvy: comfortable using case management systems and cloud-based tools.
- Empathetic & professional communicator: able to handle client conversations with care and confidence.
How to Apply
Please submit:
- Cover Letter: Explaining why you’re the right fit and how your experience aligns with our core values.
Email and include “Onboarding-CS-Position” in the subject line.
- Core Values Assessment: Provide responses to the values questions listed above.
Why Join Us?
Join a compassionate, mission-driven team that helps clients build better lives.
You’ll play a key role in setting the tone for each client’s journey, ensuring their first experience with us is smooth, supportive, and built on trust.
Your attention to detail and dedication will directly impact client outcomes and team efficiency.
Employment Details
- Seniority level: Entry level
- Employment type: Full-time
- Industry: Legal Services
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