Client Services Associate

4 days ago


Newport Beach, California, United States Meier Law Firm Full time
Job Overview

We are seeking a highly skilled and detail-oriented individual to join our team as a Client Services Associate. This role will be responsible for providing exceptional customer service, administrative support, and operational coordination to ensure the smooth day-to-day functioning of our office.

Key Responsibilities
  • Customer Service: Serve as the primary point of contact for clients, providing warm and welcoming interactions, and ensuring their needs are met in a timely and professional manner.
  • Administrative Support: Assist the Client Services Manager with managing client relationships, data entry, and other administrative tasks, ensuring accuracy and attention to detail.
  • Operations Coordination: Coordinate office operations, including supply management, equipment maintenance, and ensuring a clean and organized workspace.
  • Team Collaboration: Participate in team meetings, contribute to systemization efforts, and assist with growth initiatives.
Requirements
  • Experience: 2+ years of experience in customer service, administrative support, or a related field.
  • Education: Bachelor's or Associate's Degree from an accredited institution.
  • Skills: Proficiency in Microsoft Office and Google Gsuite, excellent communication skills, and a professional, positive attitude.
About Our Firm

The Meier Law Firm is a reputable estate planning law firm dedicated to providing compassionate and expert guidance to California families. Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration.

We value our team members and strive to create a supportive and collaborative work environment. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.



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