Client Services Associate
$42.8k - $53.5kFoundation Medicine
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
- ...Client Service Associate We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary...SuggestedWork at office
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...Job Overview – Client Service Associate Compensation: $65,000 – $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment...SuggestedMonday to Friday- ...The Client Service Representative is responsible for managing and supporting assigned client relationships across Fund Accounting, Administration, and Custody services. Serving as the primary point of contact, this role works closely with clients and internal teams to...SuggestedWork at office
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...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...SuggestedWork experience placementWork at office- ...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...SuggestedWork at office
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...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...and collaborative culture. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hoursShift work$40k - $59.8k
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...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$15 - $40.87 per hour
...Registered Client Service Associate 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...Hourly payTemporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area- ...Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of...Temporary workWorldwide
$120k - $150k
Job Overview - Client Services Associate (Investment Management) Compensation: $120,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Services Associate (Investment Management) in Boston, MA for our client...Work at officeMonday to Friday- Arthur J. Gallagher & Co. (AJG) is seeking a Client Associate to support account teams in delivering exceptional service to clients. In this role, you will develop industry knowledge and skills, learn the employee benefits Client Service Cycle, and assist in preparing client...
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$19 per hour
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$31.2k - $90k
POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The PWM Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal area- Ashton Thomas Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role focuses on enhancing client experience through exceptional service and operational support. Responsibilities include maintaining client relationships, assisting...
- LIM Marketing & Client Service Associate Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationally based institutional...
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...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...Full timeLocal area- A global investment firm in Boston is seeking a Client Service Associate to support the Client Service Team. This role involves coordinating portfolio operations, assisting with client investment strategies, and communication with clients. The ideal candidate will possess...Work at office
$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$58.24k - $92.56k
State Street is seeking a Senior Associate to oversee day-to-day accounting and trade-related... .... This role emphasizes strong client focus and operational discipline while working... ...accuracy, and deliver exceptional client service. A bachelor's degree and 2-4 years of relevant...Work at office- Moors & Cabot is hiring a Registered Client Associate in Boston, Massachusetts, to provide top-tier service and support to clients. This full-time role includes client communication, account management, and collaboration with financial professionals, and is eligible for...Full time
$60k - $65k
...Client Service Associate Hingham, MA Position Summary 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...InternshipWork at officeRemote work2 days per week$31.2k - $90k
...Client Service Associate 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...Temporary workWork at officeLocal area$31.2k - $90k
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$15 - $40.87 per hour
...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...Hourly payFull timeTemporary workWork at officeLocal area
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