Client Services Associate EntryLevel

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. 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) • 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 Why This Role Is Unique • 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 Insider Tip: Applications with a personalized cover letter explaining why you want to join the Meier Law Firm are always reviewed first. Responsibilities: • 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 Skills You’ll Gain • 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 Qualifications: Qualifications & Schedule • 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 • The rest we’ll teach you—just bring your professionalism, a warm smile, and a winning attitude! Compensation: $23 hourly

• 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 serviceSkills You’ll Gain • 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