Job Description
Job Description
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. Our current associates come from top universities such as USC, UCLA, UCSB, UCI, and UC Davis , and many are preparing to pursue law school and future careers in the legal field. You’ll be working alongside a talented, driven team, gaining the same invaluable practical experience that sets them apart.
What You’ll Do
- 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
What We’re Looking For
Recent graduates with strong GPAs from highly respected universities or programs who plan to attend law school (or are exploring a legal career)Strong communicators who enjoy working with peopleOrganized, detail-oriented, and dependableComfortable with technology and eager to learn (AI tools included)Team players with the maturity to work independently when neededWhy This Role Is Unique
Direct exposure to legal practice before entering law schoolLearn estate planning, client relations, and law firm operations firsthandWork with experienced attorneys and staff who will mentor you along the wayBe part of a collegial, mission-driven team making a difference for familiesGain experience that strengthens your law school applications and career trajectoryInsider Tip : Applications with a personalized cover letter explaining why you want to join the Meier Law Firm are always reviewed first.
Compensation : $23 hourly
Responsibilities :
Serve as the first point of contact by providing a warm, professional, and welcoming experience for all clients and visitorsPre-screen potential clients and schedule planning sessions in coordination with our intake processSupport 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 plansMaintain office organization and readiness , including managing supplies, equipment, food, and beveragesContribute to team success by actively participating in meetings, systemization projects, growth initiatives, and data trackingUtilize artificial intelligence tools to streamline administrative tasks and allow the team to focus on high-quality client serviceSkills You’ll Gain
Client communication and professional relationship-buildingLegal process exposure in estate planning and trust administrationCRM and data management systems used in law firmsTeam collaboration and project management in a professional services environmentOffice administration, organization, and operations supportHands-on experience with artificial intelligence in professional workflowsQualifications :
Qualifications & Schedule
Full-time, in-office position : Monday through Friday, 9 : 00 AM – 5 : 00 PM at our Newport Beach officeBachelor’s degree required from an accredited institutionProficiency in Microsoft Office and Google WorkspaceExceptional communication skills with strong attention to detailProfessional, positive, and team-oriented mindset with a client-first focusPolished, professional appearance appropriate for a law firm environmentThe rest we’ll teach you—just bring your professionalism, a warm smile, and a winning attitude!About Company
Meier Law Firm is a top-rated estate planning firm serving Orange County families. We are known for our expertise, client care, and heart. (Just check out our 350+ 5-star reviews on Yelp and Google reviews! )
We have state-of-the-art systems, technology, and WealthCounsel drafting software so we can deliver a superior product efficiently.
Our services include :
Estate PlanningProbateTrust AdministrationSpecial Needs Planning + Limited ConservatorshipsAdvanced Estate PlanningCatholic (Faith-Based) Estate PlanningWe deeply value clients and provide them with a lifetime relationship they can trust for years to come. Since our founding in 2010, we have grown consistently and intentionally—and are truly grateful for the expansive growth we are experiencing.