Client Onboarding Associate (Intake Processor) (Bilingual)

Job Type: Full-Time

Work Hours: Monday to Friday, 9:00 AM to 5:30 PM Pacific Time, with a 30-minute break

Salary: $1,000 per month

We are seeking a detail‑oriented and bilingual Intake Processor to join our team. This role is critical in ensuring new clients have a smooth and professional onboarding experience. After a client signs with the firm, the Intake Processor promptly contacts the client, gathers all necessary case details, and organizes the information into the client’s file. The ideal candidate will have excellent communication skills, strong attention to detail, and the ability to handle sensitive information with professionalism and accuracy.

Key Responsibilities:

• Call newly signed clients to welcome them and guide them through the intake process.
• Collect and document essential information, including:
  • Insurance details (auto, heal...