Client Assistant Jobs
Client Assistant jobs are open across healthcare, financial services, legal, and professional services firms, at every level from entry-level to senior, with specializations in account support, administrative coordination, and client relations. See the openings below and apply to the ones that match your experience.
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About the position
NYT CPA—Not Your Typical CPA —is seeking a personable, organized, and detail-oriented professional to help keep our busy accounting office running smoothly.
You’ll be a primary point of contact for our clients and an important part of keeping documents, signatures, payments, and tax returns moving through our office. This position is a great fit for someone who enjoys helping people, takes ownership of follow-up, and can balance daily office responsibilities with changing priorities.
What you’ll do
- Answer incoming calls, assist with routine questions, and direct inquiries to the appropriate team member.
- Welcome clients, receive documents, and tax return pickups.
- Guide clients through required tax return signature documents and delivery procedures.
- Track tax returns through our workflow, maintain accurate status updates, and coordinate final mailing or delivery.
- Manage DocuSign requests, monitor outstanding signatures, and follow up with clients.
- Receive and scan client documents in our electronic filing systems.
- Assist clients with accessing our document portal and electronic signature systems.
- Accept check and credit card payments, accurately record invoice payments, and prepare and take deposits to the bank.
- Process incoming and outgoing mail and route correspondence to the appropriate staff member.
- Monitor and replenish office supplies and keep reception and shared spaces organized.
- Assist with general administrative projects.
- Learn and assist with bookkeeping, bank reconciliations, and payroll tasks in QuickBooks Online as needed.
What we’re looking for
- Strong attention to detail and consistent follow-through.
- A friendly, professional manner and clear communication skills.
- Excellent organization and the ability to manage multiple tasks and deadlines.
- Comfort handling frequent interruptions while keeping work accurate and organized.
- Dependability, initiative, and a willingness to help wherever needed.
- Discretion when handling confidential client and financial information.
- Confidence using computers, email, Microsoft Office, and electronic document systems.
- Willingness to learn new software and basic accounting processes.
Previous administrative or client service experience is preferred. Experience in an accounting firm, QuickBooks Online, bookkeeping, or payroll is a plus. Candidates with strong administrative skills and a willingness to learn are encouraged to apply.
Why NYT CPA?
You’ll work closely with our accounting team, build relationships with clients, and have opportunities to develop skills in office administration, client service, and accounting support. Your organization and follow-through will make a direct difference in how our firm serves its clients.
How to apply
Apply through Indeed with your résumé and a brief introduction explaining why you would be a good fit for this position.
PLEASE NOTE: Pay commensurate with experience.
Pay: From $20.00 per hour
Work Location: In person
Client Assistant Jobs by Experience Level
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Find Client Assistant JobsClient Assistant Job Market
Who's Hiring
- Husch Blackwell13
- icapital4
- UF Health3
- Ally Home Care3
- Jambalaya3
Top Industries Hiring
- Healthcare & Medical Services
- Insurance
- Staffing & Recruiting
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in client assistant jobs.
- One to three years of client-facing customer service or administrative support experience
- Proficiency with CRM software such as Salesforce or a comparable platform
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to manage multiple client accounts or cases simultaneously under deadlines
- Associate or bachelor's degree in business, communications, or a related field
- Experience scheduling, coordinating meetings, and maintaining accurate client records
Tips for Your Client Assistant Job Search
Tailor your resume to the client
Client assistant roles vary widely by industry, so a resume built for a law firm looks different from one targeting a wealth management company. Swap in the terminology each employer uses, like 'case coordination' versus 'portfolio support,' to show you understand their world.
Highlight CRM experience by name
Hiring managers scan for specific tools, not just 'proficiency in software.' Name every client relationship management platform you've used directly in your skills section so your application clears keyword filters before a human ever reads it.
Apply early to roles that fit
Migrate Mate lists client assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare client scenario answers in advance
Interviewers for client assistant roles almost always ask how you've handled a frustrated or confused client. Prepare two or three specific examples from past jobs, volunteer work, or coursework that show you stayed composed and resolved the issue.
Filter openings by industry before applying
A client assistant in a financial advisory firm needs compliance awareness, while one in a creative agency needs project coordination instincts. Narrowing your search to one or two industries lets you customize your application materials rather than submitting a generic resume everywhere.
Follow up after the interview with context
A thank-you email that references a specific topic from your interview, like a workflow challenge the team mentioned, signals attentiveness. Client assistant roles require strong follow-through, and your post-interview communication is an early demonstration of exactly that.
Client Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most client assistants?
Husch Blackwell, icapital, and UF Health are hiring the most client assistants right now, with openings concentrated in California, Texas, and Florida, based on current listings on Migrate Mate as of November 2026. Volume tends to be highest at financial services firms, insurance companies, and large professional services organizations.
How many client assistant jobs are remote?
About 42% of client assistant openings are fully remote or hybrid as of November 2026, with remote availability concentrated most heavily in account support and administrative coordination sub-roles rather than positions that require in-person client interaction or on-site document handling.
How do you become a client assistant?
Start by building a foundation in customer service or administrative work, even through internships or part-time roles. Develop familiarity with CRM platforms and standard office software. Pursue an associate or bachelor's degree in business or communications if you don't already have one, then apply to entry-level client support or administrative coordinator openings to build direct client-facing experience.
Can you get hired as a client assistant with little experience?
Yes, many employers hire client assistants with limited formal experience if you can demonstrate strong communication skills and reliability. Retail, hospitality, or any customer-facing work counts as relevant background. Emphasize your ability to manage competing requests calmly, your familiarity with organizational tools, and any coursework or volunteer experience that involved working directly with people to solve problems.
What does the client assistant interview process look like?
Most client assistant interviews involve a phone or video screen with HR, followed by one or two rounds with the hiring manager or team lead. Expect scenario-based questions about handling difficult clients, managing competing priorities, and communicating bad news professionally. Some employers add a short written exercise or ask you to walk through how you'd handle a sample client request.
Where can I find and apply to client assistant jobs?
You can find and apply to client assistant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and experience level, then apply directly to each one that fits.
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