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Client Assistant Jobs (NOW HIRING)

Osborne Residential Group

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Administrative and Client Assistant

Austin, TX · Remote

$20 - $25/hr

Client Relations and Communication * Manage database with customer service & milestones ... Weekly debrief on new off market listings. * Assist with bookkeeping and mileage tracking.

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Private Client Legal Assistant

Los Angeles, CA · Hybrid

$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 ...

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$18.5K

$37.8K

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How much do client assistant jobs pay per year?

As of Jun 22, 2026, the average yearly pay for client assistant in the United States is $37,828.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $44,000.00 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 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.
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Client Assistant jobs near you
Registered Client Assistant III Wealth Management (Richmond, Fredericksburg, Christiansburg, Char...

Registered Client Assistant III Wealth Management (Richmond, Fredericksburg, Christiansburg, Char...

Atlantic Union Bank

Charlottesville, VA

Other

Posted 2 days ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

Registered Client Assistant III--Wealth Management

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files.

Position Accountabilities

  • Assists Financial Advisors
  • Ensure that each customer receives outstanding client experience.
  • Maintain and service client needs for both brokerage and direct accounts
  • Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
  • Establish, maintain and update department files and/or client files and records.
  • Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
  • Mentors Client Assistant I &II positions.
  • Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Organizational Relationship

This position reports to the Lead Client Assistant.

Position Qualifications

Education & Experience

  • High School diploma; or equivalent; higher education degree preferred
  • Minimum of 5-7 years of experience in financial services industry
  • 2+ years as a Registered Client Assistant (required)
  • FINRA registrations to include SIE, Series 7 or 6 and 63 (required)
  • Virginia life insurance and annuities licenses (required)

Knowledge & Skills

  • Ability to multi-task and establish priorities.
  • Excellent customer service skills.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills.
  • Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
  • Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
  • Ability to work with minimum supervision.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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