Senior Client Onboarding Specialist

1 month ago


Cebu City, Central Visayas, Philippines XtendOps Philippines Full time
Job Description

The Senior Client Onboarding Specialist plays a pivotal role in the firm's success by effectively initiating contact with potential clients, evaluating claims, and guiding them through the onboarding process. This involves working closely with Intake Team Leads and management to ensure that every qualified lead is handled with precision, care, and professionalism.

Key Responsibilities:
  • As the initial point of contact for prospective clients, assess cases based on firm-established criteria and professionally facilitate sign-ups.
  • Promptly handle a high volume of inbound calls and messages from potential clients across phone, email, chat, and text.
  • Engage with clients warmly and effectively to build rapport, answer questions, and communicate necessary information.
  • Collaborate with attorneys and intake teams to coordinate and manage intake schedules when needed.
  • Uphold the firm's reputation by delivering outstanding service that meets and exceeds client expectations.
Required Skills and Qualifications:
  • Sales Experience: 6 months to years of sales experience, with a proven ability to influence, qualify leads, and successfully manage client intake.
  • Communication Skills: Excellent verbal, interpersonal, and written communication skills, with an ability to engage clients warmly and effectively.
  • Multitasking: Comfortable handling multiple tasks with frequent interruptions in a fast-paced environment.
  • Organizational Skills: Strong organization, time management, and problem-solving abilities.
  • Consistency: Steady work history is preferred; candidates with a track record of job stability are encouraged to apply.
  • Judgment and Discretion: Demonstrates flexibility, initiative, and sound judgment.
  • Vibrant Personality: Engaging, positive demeanor that builds rapport with clients and conveys trustworthiness and professionalism.
Compensation and Benefits:

The estimated salary for this role is around PHP 35,000 - PHP 50,000 per month, depending on qualifications and experience. Additionally, XtendOps Philippines offers a comprehensive benefits package, including health insurance, paid time off, and professional development opportunities.



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