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Client Assistant Jobs in California (NOW HIRING)

Baird

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Robert W Baird & Co

Client Specialist

Mill Valley, CA · On-site

$27.70 - $41.70/hr

Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Robert W Baird & Co

Client Specialist

Mill Valley, CA

$27.70 - $41.70/hr

Check out thisvideoto learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes ...

Baird Capital

Client Specialist

Mill Valley, CA

$27.70 - $41.70/hr

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

Baird

Client Specialist

Mill Valley, CA

$27.70 - $41.70/hr

If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth ...

EPIC Brokers

Private Client Associate

Pasadena, CA · On-site

$30.77 - $35.90/hr

... client. * Assist relationship manager with billing inquiries, basic carrier endorsements, and ... contract review questions. * Maintain Client records in agency management systems. It is the ...

Cooley

Client Account Assistant

San Diego, CA · On-site

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team. Position summary : Under the direction of the Client Account Manager or Supervisor, the Client ...

Cooley LLP

Client Account Assistant

Palo Alto, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team. Position summary : Under the direction of the Client Account Manager or Supervisor, the Client ...

Cooley LLP

Client Account Assistant

San Francisco, CA · On-site

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team. Position summary : Under the direction of the Client Account Manager or Supervisor, the Client ...

Cooley LLP

Client Account Assistant

San Francisco, CA

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team. Position summary : Under the direction of the Client Account Manager or Supervisor, the Client ...

Cooley LLP

Client Account Assistant

San Francisco, CA · On-site

$58K - $70K/yr

Client Account Assistant Cooley is seeking a Client Account Assistant to join the Accounting team. Position summary : Under the direction of the Client Account Manager or Supervisor, the Client ...

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All JobsClient Assistant JobsClient Assistant Jobs in California

Client Assistant information

See California salary details

$18.1K

$37K

$45K

How much do client assistant jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client assistant in California is $37,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,783.00 and $43,086.00 per year, depending on experience, location, and employer.

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What job makes $10,000 a month without a degree?

A client assistant typically does not earn $10,000 a month without specialized skills or experience. High-paying roles that can reach this level often include sales, real estate, or entrepreneurship, which rely on performance, networking, and business acumen rather than formal degrees. Success in such roles depends on individual effort, market demand, and skill development.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in California? The most popular types of Client jobs in California are:
What cities in California are hiring for Client Assistant jobs? Cities in California with the most Client Assistant job openings:
Client Assistant jobs near you
Private Client Legal Assistant

Private Client Legal Assistant

Prosum Inc.

Los Angeles, CA • On-site

$100K - $110K/yr

Full-time

Posted 3 days ago

Job description

Job Description
Private Client Legal Assistant (Trusts & Estates)Location
Los Angeles, CA (Hybrid - 3 days onsite, subject to change)
Salary
$100,000 - $110,000
Position Overview
The Private Client Assistant provides administrative and legal support to attorneys in the Trusts & Estates/Private Client group. This role combines legal administrative responsibilities with high-touch client interaction.
This position is ideal for a detail-oriented professional with prior Trusts & Estates experience who is comfortable supporting high-net-worth clients in a fast-paced environment.
Key ResponsibilitiesClient Support
  • Serve as a primary point of contact for high-net-worth and high-profile clients
  • Coordinate meetings, calls, and travel logistics
  • Handle confidential personal and financial information with discretion
Legal Administrative Support
  • Prepare, format, and proofread estate planning documents (wills, trusts, powers of attorney)
  • Draft and edit correspondence and standard legal documents
  • Maintain organized digital and physical filing systems
Calendar & Workflow Management
  • Manage attorney calendars, deadlines, and deliverables
  • Track estate planning timelines and key filings
  • Prioritize urgent client matters and workflow
Billing & Financial Coordination
  • Assist with time entry and billing processes
  • Track invoices and coordinate with accounting
  • Support documentation related to trusts and client accounts
Trust & Estate Support
  • Organize trust records, tax filings, and asset documentation
  • Coordinate with external advisors (CPAs, financial advisors, banks)
  • Maintain accurate records of client holdings and estate plans
General Administrative Support
  • Prepare materials for meetings and client presentations
  • Provide support to multiple attorneys or within a team structure
Required Qualifications
  • Minimum 5+ years of Trusts & Estates experience
  • Hands-on estate planning experience (required)
  • Notary Public certification or willingness to obtain
  • Strong organizational skills and attention to detail
  • Ability to manage confidential and sensitive information
  • Experience working with high-net-worth individuals
  • Proficiency in Microsoft Office and legal/billing software
Preferred Qualifications
  • Background as a Legal Assistant or Legal Secretary (Trusts & Estates preferred)
  • Experience in private client services or estate planning support
  • Familiarity with trust administration processes
Ideal Candidate Profile
  • Early-to-mid career professional (not entry-level)
  • Polished, professional, and client-focused
  • Proactive, detail-oriented, and team-oriented
  • Strong interpersonal and communication skills
  • Comfortable working in a hybrid, in-office environment

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