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Client Assistant Jobs in Louisiana (NOW HIRING)

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Track client data, seminar results, and pipeline activity in CRM systems * Assist with appointment scheduling and identify additional asset opportunities * Collaborate with team members on events ...

Interpret and apply department policies and procedures; assist with compliance to applicable laws, rules, and regulations with guidance as needed * Contribute to departmental efficiency by offering ...

Client Project Coordinator I Compensation: $18.00 per hour Hours: Monday through Friday, 8:00 AM ... Interpret and apply department policies and procedures; assist with compliance to applicable laws ...

Interpret and apply department policies and procedures; assist with compliance to applicable laws, rules, and regulations with guidance as needed * Contribute to departmental efficiency by offering ...

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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 are the key skills and qualifications needed to thrive as a client assistant?

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 Louisiana?

The most popular types of Client jobs in Louisiana are:

What cities in Louisiana are hiring for Client Assistant jobs?

Cities in Louisiana with the most Client Assistant job openings:

Infographic showing various Client Assistant job openings in Louisiana as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Coordinator

Recruit Staff Hire, LLC

Metairie, LA • On-site

$40K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 8 days ago

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Job description

This role manages seminar execution, client follow-up, appointment scheduling, and life insurance case preparation. The coordinator ensures seminars are fully attended with qualified prospects, supports advisors with thorough case prep, and drives consistent follow-up to maximize conversions and client experience.

This is a salaried position with additional earning potential by obtaining a Health Accident Life insurance license and earning bonus, 1st year potential to earn $60K or more.

Key Responsibilities

  • Coordinate and execute fixed index annuity and life insurance seminars, including setup, attendance tracking, and follow-up
  • Schedule, confirm, and manage client appointments, including multi-touch follow-up campaigns
  • Handle post-seminar outreach, lead nurturing, and appointment setting
  • Manage life insurance cases from application through underwriting, including documentation and client communication
  • Prepare advisors for meetings by reviewing client files, identifying opportunities, and organizing paperwork
  • Track client data, seminar results, and pipeline activity in CRM systems
  • Assist with appointment scheduling and identify additional asset opportunities
  • Collaborate with team members on events, marketing efforts, and calendar planning

Qualifications

  • Strong organizational and multitasking skills
  • Excellent communication and follow-up abilities
  • Detail-oriented with strong problem-solving skills
  • Experience in financial services or insurance preferred
  • Proficient in CRM systems and Microsoft Office
  • Bachelor's Degree

Key Strengths

  • Client-focused and proactive
  • Highly organized with strong attention to detail
  • Ability to manage multiple priorities in a fast-paced environment

Company Description

Recruit Staff Hire is a full service recruiting and staffing company that specializes in general office, legal, and accounting positions. We help our clients fill long term (temp to hire and direct hire) as well as temporary positions.