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Meier Law Firm
Newport, CA | Full Time
$60k-79k (estimate)
1 Month Ago
Tax & Financial Group
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$53k-69k (estimate)
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The Whittier Trust Company
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Morgan Stanley
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Robert Half
Newport, CA | Other
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1 Month Ago
Client Services Associate
Meier Law Firm Newport, CA
$60k-79k (estimate)
Full Time | Business Services 1 Month Ago
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Meier Law Firm is Hiring a Client Services Associate Near Newport, CA

We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake department and will also be the go-getter who helps make sure that errands are run, copies are made, plans are compiled, clients stay informed, and data is properly entered into our CRM system and drafting software.

This person will be deeply rooted in the firm’s success and completely trustworthy. They will have the full support of our team and perform their duties with excellence and independence because they have great character and work ethic. They will feel invested and take pride in seeing our firm continue to grow, expand, and succeed. They will love this opportunity even more if they are an aspiring lawyer, paralegal, or business owner like the other superstars who serve in this role.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$60k-79k (estimate)

POST DATE

03/16/2024

EXPIRATION DATE

04/24/2024

WEBSITE

meierfirm.com

HEADQUARTERS

Newport Beach, CA

SIZE

<25

INDUSTRY

Business Services

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The job skills required for Client Services Associate include Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Services Associate job description and responsibilities

A client service associate works as a financial assistant and financial advisor to clients.

02/03/2022: Oklahoma City, OK

Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.

03/03/2022: Brownsville, TX

Client services representatives manage client relationships and provide customer support.

03/31/2022: Pierre, SD

A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.

01/29/2022: Bridgeport, CT

Provided daily financial transaction services for clients while delivering excellent customer care.

03/18/2022: Lincoln, NE

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Services Associate jobs

These positions require familiarity with customer services tools and programs.

04/05/2022: Washington, DC

Client services associates also should have strong math, time management and critical thinking skills.

01/22/2022: Pine Bluff, AR

These associates provide administrative and client support to financial advisers.

03/03/2022: Jacksonville, FL

Client Services Associate must be excellent communicators capable of leading a team.

02/25/2022: Jackson, MS

And strong client relations skills are key to building and maintaining long-lasting business relationships.

01/26/2022: Provo, UT

Step 3: View the best colleges and universities for Client Services Associate.

Florida Southern College
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