Client Services Associate EntryLevel

Overview

Client Services Associate – Entry-Level (Pre-Law Opportunity at Newport Beach Law Firm) Attention Recent Graduates! Gain Hands-On Legal Experience as a Client Services Associate are you planning to attend law school and want to build meaningful, real-world experience first? Do you want to work at a highly respected law firm where you’ll learn how the legal profession truly serves families? The Meier Law Firm is seeking a Client Services Associate to join our outstanding Client Services Team.

This is a unique opportunity to gain hands‑on exposure to the inner workings of an estate planning law practice while providing the compassionate, five‑star service clients expect.

• Serve as the first point of contact for new and existing clients
• Guide families through the planning process with warmth and professionalism
• Assist attorneys and paralegals with signings, document preparation, and case management
• Manage client communications, scheduling, and data in our CRM and drafting systems
• Support firm operations to ensure smooth workflows across teams

• Recent graduates with strong GPAs from highly respected universities or programs who plan to attend law school (or are exploring a legal career)
• Extroverts with strong communication skills who enjoy working with people
• Organized, detail‑oriented, and dependable
• Comfortable with technology and eager to learn (AI tools included)
• Team players with the maturity to work independently when needed

• Direct exposure to legal practice before entering law school
• Learn estate planning, client relations, and law firm operations firsthand
• Work with experienced attorneys and staff who will mentor you along the way
• Be part of a collegial, mission‑driven team making a difference for families
• Gain experience that strengthens your law school applications and career trajectory

• Serve as the first point of contact by providing a warm, professional, and welcoming experience for all clients and visitors
• Pre‑screen potential clients and schedule planning sessions in coordination with our intake process
• Support the Client Services Manager in overseeing the client experience through our CRM and direct client interactions (both in‑person and virtual)
• Collect, organize, and enter critical client information to assist the legal team in preparing customized estate plans
• Maintain office organization and readiness, including managing supplies, equipment, food, and beverages
• Contribute to team success by actively participating in meetings, systemization projects, growth initiatives, and data tracking
• Utilize artificial intelligence tools to streamline administrative tasks and allow the team to focus on high‑quality client service

• Client communication and professional relationship‑building
• Legal process exposure in estate planning and trust administration
• CRM and data management systems used in law firms
• Team collaboration and project management in a professional services environment
• Office administration, organization, and operations support
• Hands‑on experience with artificial intelligence in professional workflows

• Priority given to applicants who are planning on working with us for at least 1‑2 years (Please do not apply if you are planning to begin law school in 2026)
• Full‑time, in‑office position:
  Monday through Friday, 9:00 AM – 5:00 PM at our Newport Beach office
• Bachelor’s degree required from an accredited institution
• Proficiency in Microsoft Office and Google Workspace
• Exceptional communication skills with strong attention to detail
• Professional, positive, and team‑oriented mindset with a client‑first focus
• Polished, professional appearance appropriate for a law firm environment

$23 hourly