Client Service Associate
$42.8k - $53.5kFoundation Medicine Inc
About the Job The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department. Key Responsibilities Provide education, guidance, and support to customers and patients regarding Foundation Medicine’s products and services. Provide a supportive link between external customers and internal operations, while demonstrating a positive and professional image through communication via phone and e-mail. Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication. Use problem solving skills to create and offer solutions to customer issues of varied complexity. Ensure the successful and secure transmission of Foundation Medicine patient reports and other testing status updates. Document all communication and maintain appropriate records. Assist in sample procurement and supply ordering. Assist in entering new test requests into the system. Review and update test requests with ambiguous patient information. Maintain and update database of patient information. Notify appropriate internal management of client issues and complaints. Meet deadlines and work gracefully under pressure. Other duties as assigned. Qualifications Basic Qualifications High School Diploma or General Education Degree (GED) 2+ years of experience in a role where service skill sets are required Preferred Qualifications General knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills Demonstrated experience with: Understanding and communicating scientific or technical information Working well under pressure while maintaining a professional demeanor Working with phone-based support or in a call center environment Prioritizing and following up on assigned tasks while working in a fast-paced environment Communicating effectively and following written and verbal instructions Working in an open office environment Demonstrated: Willingness to learn and understand complexity of industry and business Ability to adapt to changing procedures, policies and work environment Attention to detail and organizational skills Excellent verbal and written communication skills Understanding of HIPAA and importance of privacy and patient data Commitment to FMI values: Integrity, Passion, and Courage Compensation and Benefits The expected salary range for this position based on the primary location of Boston, MA is $42,800 - $53,500 per year. The salary range is commensurate with Foundation Medicine’s compensation practice and considers factors including, but not limited to, education, training, experience, external market conditions, criticality of role, and internal equity. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for Foundation Medicine's benefits. #J-18808-Ljbffr
- ...Raymond James Financial, Inc. is seeking a dynamic Registered Client Service Associate in Boston, MA. This role focuses on high-touch administrative support to Financial Advisors, clients, and branch staff, with effective communication across multiple platforms. The candidate...Suggested
$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team As an Associate on the Client...SuggestedTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- ...remaining at the forefront of technological innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client...SuggestedTemporary workWork at office
- ...This position reports to the Manager of Client Services For over 75 years, the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today, our family-owned company has a worldwide online presence, two state-of-the-art design...SuggestedWorldwide
$60k - $70k
...as a 5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands‑on exposure to venture...SuggestedWork at officeImmediate startFlexible hours- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...
$65k - $70k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per week$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at office- ...Currency Administration Manager The role involves managing daily operations and providing client support for Currency Administration. A comprehensive understanding of team protocols is essential to fulfill client obligations efficiently. Responsibilities:...
$65k - $80k
...bespoke investment policies reflecting each client’s unique circumstances and implements... ...The Position The Client Operations Associate located in Boston will support and work... ...support for senior members of the Client Service Team that engage directly with clients...Temporary workWork at officeFlexible hours- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management...Work at office
$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office$75k - $85k
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...Full timeWork at office- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
- SCS Financial, headquartered in Needham, MA, is seeking an Associate for the Client Service Solutions team to support client relationships, data maintenance, cashiering and money movements, and firmwide support functions. You will interface with custodian banks, lead onboarding...Work at office
- Action for Boston Community Development, Inc. in Downtown Boston is seeking a Client Services Representative to support the Energy Programs team. You will handle outreach, intake, verification and processing of Energy Program applications and manage client communications...Work at office
$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Boston, MA. The RCSA...Local area$31.2k - $90k
...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our...Full timeTemporary workWork at officeFlexible hours- Focus Financial Partners is seeking an Associate for the Client Service Solutions team based in Needham, MA (also could be Portsmouth, NH). The role supports client relationships, cash movements, and data management, interfacing with custodian banks and multiple internal...
$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist....Work experience placementWork at officeLocal area- World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention....
- SCS Financial is seeking an Associate to join the Client Service Solutions team in Needham, MA (or Portsmouth, NH). You will support client relationships, maintain client data, process money movements, and facilitate firmwide support functions. The role requires organization...Work at office
$41.6k - $60.32k
...suited for an early‑career individual who thrives in a structured, process‑driven environment and values teamwork, accuracy, and client service. Why This Role Is Important to Us The team you will be joining is part of State Street Global Delivery (SSGD), which provides...Temporary workLocal areaFlexible hours- ...TD Bank Group (TD) is hiring for a frontline client services role in Norwood, MA. You will greet clients, process routine transactions, and guide them to appropriate TD partners to help reach their financial goals. The position requires a high school diploma and customer...Weekend workAfternoon shift
$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$65k - $98k
Be the person clients remember and the team counts on.A great client experience is built in the details: a call returned, paperwork... ...thoughtfully, and a question made simple. As a Client Services Associate at Savant, you will be a trusted first point of contact for...Work experience placementWork at officeLocal areaWork visaMonday to FridayFlexible hours$50k - $55k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Boston, MA. The...Local area- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal area
- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client success associate Boston, MA
- client services associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- registered client associate Boston, MA
- client engagement associate Boston, MA
- car service advisor Boston, MA
- service consultant Boston, MA
- county veterans service officer Boston, MA
- ultimate staffing services Boston, MA


