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Client Assistant Jobs in California (NOW HIRING)

Prosum

Private Client Legal Assistant

Los Angeles, CA · On-site

$100K - $110K/yr

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 ...

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 ...

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Client Assistant information

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 is the highest paying customer service job?

The highest paying customer service roles are often in management or specialized fields such as customer success managers, technical support managers, or roles in industries like finance, technology, and healthcare. These positions typically require advanced skills, experience, and sometimes certifications, and can offer salaries exceeding $70,000 annually depending on the industry and location.

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.

Is a CSA job stressful?

A Client Assistant (CSA) job can be stressful due to handling customer inquiries, managing multiple tasks, and meeting deadlines. The level of stress varies depending on the work environment, workload, and individual skills in communication and organization.

What is a client service assistant?

A client service assistant is a professional who supports client interactions by handling inquiries, scheduling appointments, and providing information about products or services. They often work in customer service environments, using communication skills and basic computer tools to ensure client satisfaction and smooth operations.

What jobs pay 4000 a week without a degree?

For a Client Assistant, earning $4,000 a week typically requires extensive experience, high-level client management skills, or working in high-paying industries like finance or consulting. Such income levels are uncommon without specialized skills, certifications, or a strong professional network, and most roles at this pay rate demand significant responsibility and expertise.
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
Infographic showing various Client Assistant job openings in California as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 2% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution.
Private Client Legal Assistant

Private Client Legal Assistant

Prosum

Los Angeles, CA • On-site

$100K - $110K/yr

Other

Re-posted 6 days ago

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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