Employment Type: Full-time
Reports to: Operations Manager / Head of Operations Job Summary TDOT Immigration is seeking a Client Intake Specialist to manage the client onboarding process from initial engagement through the successful opening and handover of client files. The successful candidate will coordinate with the Sales, Administration, Finance, and Operations Teams to ensure a smooth onboarding experience and maintain accurate records in the company’s CRM and case management systems. Verify client information, service requirements, agreed fees, and payment details before proceeding.
Prepare retainer agreements using approved templates and authorized service scopes.
Escalate requests involving changes to fees, service scope, or contractual terms for management approval.
Prepare and issue invoices based on approved fees and service agreements.
Verify invoice details and coordinate payment confirmations with the Finance/Accounting Team.
Ensure required agreement and payment conditions are met before proceeding to the next onboarding stage.
Create and update client profiles in the CRM and case management systems.
Ensure all mandatory client information, service details, agreements, and engagement records are accurately entered.
Coordinate with the Administration, Finance,



and Operations Teams to ensure timely and accurate file handovers.
Support incoming calls, emails, WhatsApp inquiries, appointment coordination, and general client follow-ups when required.
Provide backup support to the Administration Team during busy periods or staff absences.
Perform additional administrative and operational duties as assigned by management.
Previous experience in client intake, client onboarding, administration, customer service, or a similar role.
Familiarity with CRM systems, case management software, and task-management platforms.
Commitment to confidentiality, accuracy, and professional client service.
Experience in an immigration, legal, or professional services environment is an asset.
Job Type: Full time
Ability to commute/relocate:
~ North York, ON: Reliably commute or plan to relocate before starting work (required).

Describe your experience in client onboarding, intake, or administrative coordination.
Which CRM, case management, or task-management systems have you used?
Client intake, administration, or customer service: preferred.
CRM and client record management: preferred.
Immigration, legal, or professional services: an asset.

📌 Full-time Customer Service associate (Toronto)
🏢 Tdotimm
📍 Toronto