Current jobs related to Client Services Associate - Newport Beach - Meier Law Firm

  • Client Services Associate

    5 days ago

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

    About the Role:We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients and internal teams.Key Responsibilities:Serving as the primary point of contact for clients and internal...

  • Client Services Associate

    3 weeks ago

    Newport Beach, California, United States Restoration Hardware Full time

    About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our team is dedicated to delivering unparalleled service and support, ensuring that every interaction is memorable and meaningful.Job SummaryWe're seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our...

  • Client Services Associate

    2 weeks ago

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

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office and providing exceptional client service.Key ResponsibilitiesProvide warm and welcoming support to clients and visitors,...

  • Client Service Associate

    4 months ago

    Newport Beach, United States Beacon Pointe Advisors Full time

    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 that service the investment management and financial planning needs of high net...

  • Client Services Associate

    2 months ago

    Newport Beach, United States Meier Law Firm Full time

    DescriptionWe 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...

  • Client Services Associate

    4 weeks ago

    Newport Beach, United States Meier Law Firm Full time

    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. They...

  • Client Service Associate

    2 months ago

    Newport Beach, California, United States Citigroup Inc Full time

    Job SummaryThe Licensed Client Service Associate is a key role that combines in-depth knowledge of financial services with a strong understanding of industry standards and practices. This position requires excellent analytical skills, the ability to communicate complex information effectively, and a high level of diplomacy. The successful candidate will work...

  • Client Services Associate

    3 months ago

    Newport Beach, United States Meier Law Firm Full time

    Description 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...

  • Client Services Associate

    4 weeks ago

    Newport Beach, United States Bighorn Law Full time

    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. They...

  • Senior Registered Client Service Associate

    6 days ago

    Newport Beach, California, United States Raymond James Financial Incorporated Full time

    Job SummaryCelebrating over 60 years of excellence in the financial services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This critical role provides high-quality administrative support to financial advisors, clients, and branch staff members, requiring effective...

  • Senior Registered Client Service Associate

    4 weeks ago

    Newport Beach, California, United States Raymond James Full time

    Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This critical role provides high-quality administrative support to Financial Advisors, clients, and branch staff members.Key ResponsibilitiesProvide...

  • Senior Registered Client Service Associate

    4 weeks ago

    Newport Beach, United States Raymond James Full time

    Job SummaryRaymond James is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This role provides critical administrative support to Financial Advisors, clients, and branch staff members.Key ResponsibilitiesProvide exceptional client service through various communication channels, including phone, email, and...

  • Client Services Representative

    4 weeks ago

    Newport Beach, United States Meier Law Firm Full time

    Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our support staff, you will be responsible for providing exceptional customer service, managing client interactions, and ensuring the smooth operation of our office.Key Responsibilities:Serve as the...

  • Client Services Coordinator

    7 days ago

    Newport Beach, United States Meier Law Firm Full time

    Job Title: Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and internal teams.Key Responsibilities: Serve as the primary point of contact for clients,...

  • Client Services Coordinator

    2 weeks ago

    Newport Beach, United States Meier Law Firm Full time

    Job Title: Client Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our client services team, you will be responsible for providing exceptional support to our clients and internal teams.Key Responsibilities:Client Communication: Serve as the primary point of...

  • Client Services Coordinator

    4 weeks ago

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

    About the RoleWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Meier Law Firm. As a key member of our team, you will be responsible for providing exceptional client service, administrative support, and operational assistance to our Client Services Manager and paralegals.Key ResponsibilitiesClient...

  • Client Service Associate

    2 months ago

    Newport News, United States Priority Staffing Full time

    Hours: 8-5 / M-Th Summary of Expectations The primary responsibility of the Client Service Assistant is to provide exceptional service to clients. The primary responsibility of the CSA is to provide exceptional service to clients. The position will a Client Service, Associate, Client Relations, Financial Planning, Support Advisor, Service Assistant, Retail,...

  • Client Communications Associate

    3 days ago

    Newport Beach, United States Pacific Investment Management Company, LLC Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex deb Communications, Associate, Communication, Client, Business Services

  • Client Service Associate

    1 month ago

    Newport News, Virginia, United States Priority Staffing Full time

    Job DescriptionJob SummaryPriority Staffing is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional service to clients, responding to client service requests, and assisting the financial planners and operations team.Key...

  • Client Services Liaison

    2 weeks ago

    Newport Beach, California, United States Restoration Hardware Full time

    About UsAt Restoration Hardware, we're passionate about creating exceptional experiences for our clients. Our team is dedicated to delivering unparalleled service and support, ensuring that every interaction is a reflection of our brand's commitment to excellence.Job SummaryWe're seeking a highly skilled Client Services Associate to join our team. As a key...

Client Services Associate

2 months ago

Newport Beach, 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 assistance to our team.

Key Responsibilities
  • Customer Service: Serve as the primary point of contact for clients, providing warm and personalized interactions to ensure a positive experience.
  • Administrative Support: Assist the Client Services Manager with managing client relationships, data entry, and other administrative tasks.
  • Operational Assistance: Support the paralegal team with data entry, document preparation, and other operational tasks.
  • Office Management: Ensure the office is well-organized, supplies are adequate, and equipment is functioning properly.
  • Team Collaboration: Participate in team meetings, contribute to systemization efforts, and assist with growth initiatives.
Requirements
  • Experience: 2+ years of experience in customer service 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 attitude.
About Our Company

The Meier Law Firm is a reputable estate planning law firm dedicated to providing compassionate and expert services to California families. Our team is committed to delivering exceptional results and building long-term relationships with our clients.