Client Services 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 Foundation Medicine
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...SuggestedWork at officeFlexible hours
$31.2k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area- ...Eastern is seeking an Operations Associate to oversee the daily operations of a banking office, including cash vaults, ATM balancing, and customer service. The role blends sales and transactional duties, with responsibilities spanning account openings, loan applications...SuggestedWork at office
$70k - $130k
...Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business... ...daily interaction with client counterparts in maintaining service levels and addressing a wide range of business issues• Manage...SuggestedTemporary work$72.5k - $80k
...80BR City : Boston Your team : You'll be working with the Wealth Management team in Boston. Key Responsibilities Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of...SuggestedFull timeWork at office$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets ,... ...technology innovation, and client-first service , Concentric offersan innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...Full timeWork at officeFlexible hours- ...Job Description Job Description We are looking for a detail-oriented Client Service Associate to support currency administration activities and provide responsive service to clients in Boston MA. This Long-term Contract position is ideal for someone who is organized...Long term contractTemporary workWork at office
$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$65k - $75k
...Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type: Full-time, Non-Exempt Salary: $65,000–$75,000 annually + eligibility for an annual bonus Actual compensation offered will be determined individually...Full timeWork at office$60k - $80k
...checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client... ...people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our...Full timeLocal areaFlexible 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...
- ...Client Service Associate Boston, MA Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing...Work at officeLocal area
$20.44 - $30 per hour
...make to show up for each other and for the clients we serve. We help individuals,... ...retirement, and wealth management products and services. HUB is one of the world's largest... ...at HUB International. Client Services Associate We currently have an opportunity for...InternshipWork at officeLocal areaFlexible hours$70k
...Client Service Associate (Class of 2027) Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$60k - $65k
Focus Partners Wealth 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 advice aligned with...InternshipWork at officeLocal areaRemote work2 days per week- 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...Worldwide
$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- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...Work at officeRemote work
- Guidepoint is seeking an Associate for its Client Service team in Boston. You will recruit experts, conduct targeted research, and perform outreach to build a robust advisor network for client consultations. The role combines fast-paced project work with mentorship, emphasis...InternshipWork at office
$26.23 - $43.71 per hour
...Supports Servicing And Related Sales Enablement Activities Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth...Hourly payWork experience placement$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- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions...
- BNY is seeking a Client Service Associate to join our Wealth Management, Private Bank team in Boston. You will deliver exceptional client service through phone, email, and direct communication, managing end-to-end client requests from onboarding to servicing with accuracy...Bank staff
- Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange... ...of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes...Work at officeLocal area
- Wealth Management - Client Service Associate Overview Directly support Morgan Stanley clients by delivering an elevated standard of care, understanding firm policies and capabilities, and helping to shape client experiences through effective service delivery. Responsibilities...Full timeWork at officeLocal area
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week- 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 or client support roles. This role sits in the downtown Boston office and will have a hybrid...Work at office
$110k - $140k
...are seeking a high-performing individual who excels in a fast-paced, deadline-oriented environment. Role Summary As a Client Services Treasury Associate, you will support the day-to-day delivery of treasury servicing across asset classes—including credit, private equity...Local area$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...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- registered client associate Boston, MA
- client account associate Boston, MA
- client relationship associate Boston, MA
- client solutions associate Boston, MA
- client engagement associate Boston, MA
- client services associate Boston, MA
- client success associate Boston, MA
- environmental services attendant Boston, MA
- public service officer Boston, MA
- environmental service worker Boston, MA



