Client Services Associate
$25 per hourMeier Law Firm
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys, managing client interactions, and supporting the day-to-day operations of a high-performing estate planning practice. This is an opportunity to build practical legal experience, develop professional skills, and gain insight into how a successful law firm operates. We will only review applications that are accompanied by a cover letter. Responsibilities: Positive attitude and fully invested in the Firm’s success , with a team-first mentality focused on completing work in a timely manner, supporting colleagues, and stepping in wherever needed Serve as the first point of contact for clients and visitors by providing a friendly smile and caring attitude Pre-screen potential clients and schedule planning sessions in coordination with our intake process Support the Client Services Manager in overseeing the client experience through our CRM and direct client interactions (both in-person and virtual) Collect, organize, and enter critical client information to assist the legal team in preparing customized estate plans Contribute to team success by actively participating in meetings, systemization projects, growth initiatives, and data tracking Utilize artificial intelligence tools to streamline administrative tasks and allow the team to focus on high-quality client service Skills You’ll Gain Professional development as you transition from college to the professional world. Client communication and professional relationship-building Legal process exposure in estate planning and trust administration CRM and data management systems used in law firms Team collaboration and project management in a professional services environment Office administration, organization, and operations support Hands-on experience with artificial intelligence in professional workflows Qualifications: Qualifications & Schedule The number one qualification for this role is exceptional leadership and communication skills, strong attention to detail, and the ability to prioritize and transition easily between tasks Priority given to applicants who are planning to work with us for at least 2 years . (Please do not apply if you are planning to begin law school in 2026 or 2027.) Full-time, in-office position: Monday through Friday, 9:00 AM–5:00 PM at our Newport Beach office Bachelor’s degree required from an accredited and well-respected institution. Many current team members in this role graduated with an outstanding GPA from a University of California school or equivalent institution Proficiency in Microsoft Office and Google Workspace Professional, positive, and team-oriented mindset with a client-first focus Polished, professional appearance appropriate for a law firm environment Compensation: $25 per hour plus competitive benefits • Positive attitude and fully invested in the Firm’s success, with a team-first mentality focused on completing work in a timely manner, supporting colleagues, and stepping in wherever needed • Serve as the first point of contact for clients and visitors by providing a friendly smile and caring attitude • Pre-screen potential clients and schedule planning sessions in coordination with our intake process • Support the Client Services Manager in overseeing the client experience through our CRM and direct client interactions (both in-person and virtual) • Collect, organize, and enter critical client information to assist the legal team in preparing customized estate plans • Contribute to team success by actively participating in meetings, systemization projects, growth initiatives, and data tracking • Utilize artificial intelligence tools to streamline administrative tasks and allow the team to focus on high-quality client serviceSkills You’ll Gain • Professional development as you transition from college to the professional world. • Client communication and professional relationship-building • Legal process exposure in estate planning and trust administration • CRM and data management systems used in law firms • Team collaboration and project management in a professional services environment • Office administration, organization, and operations support • Hands-on experience with artificial intelligence in professional workflows Meier Law Firm
$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...SuggestedHourly payFull timeWork at officeMonday to Friday$16 - $19 per hour
...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...developing relationships with others THE OPPORTUNITY: Our service team plays a vital role in ensuring our clients receive the service...SuggestedLocal areaFlexible hours$65k - $85k
...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...SuggestedFull timeInternshipMonday to FridayFlexible hours- Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank...Suggested
$64.1k - $88.1k
...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$25 per hour
Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Work at office
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...DESCRIPTION Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests...Work experience placementWork at office
$50k - $60k
...and verbal communication Job Description Job Description Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent...Work at office$68.6k - $97.4k
...advisory, financial planning, and related services to individuals, families, businesses,... ...Sunflower Bank, we are committed to helping clients achieve their financial goals through a... ...to fill the full-time Client Service Associate position at our Irvine, CA Location....Full timeWork at officeFlexible hoursNight shift- Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should...Full time
- Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client...
$23 - $26 per hour
...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...of metrics – including size, growth, service quality, technology, succession planning... ...The primary focus of a Client Service Associate I is to provide excellent follow-through...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA....Local area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests...Work experience placementWork at office
- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
- ...Wealth Management Client Associate Newport Beach, California To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ## Part Time Client Associate - Fashion Island CAApplylocations: JP TM - Retail - Fashion Island - Newport Beach, CAtime type: Part timeposted... ...is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeWeekend workAfternoon shift
- Morgan Stanley in Newport Beach, CA is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors with financial plans and investment strategies, leveraging a client-first mindset. The role requires knowledge of market conditions,...
$17 - $18 per hour
Join to apply for the Client Associate (Seasonal) role at TravisMathew Base pay range $17.00/hr - $18.00/hr TravisMathew is a premium apparel... ...is responsible for maintaining the in‑store sales and service experience and promoting sales culture within the retail store...Part timeSeasonal workWeekend workAfternoon shift$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal... ...stakeholders to provide seamless operations and exceptional service for Clients. This role is instrumental in maintaining strong...Flexible hours
$165k - $225k
...About the job Associate Attorney Pay: $165,000.00 - $225,000.00 per year Why... ...Newport Beach office with strong mentorship, client exposure, and long-term growth potential... ...for practical strategy, strong client service, and a thoughtful approach to resolving...Full timeInternshipWork at office$16.9 - $17.85 per hour
...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and...Hourly payFull timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift
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