Client Services Associate
$42.8k - $53.5kFoundation Medicine Inc
Client Services Associate 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. Comply with FMI's attendance policies 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 the importance of patient data privacy Commitment to reflect FMI's values: Integrity, Courage, and Passion 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.
$70k - $85k
...developing investment solutions at scale for its clients. Managing $13+ billion in assets,... ...technology innovation, and client-first service, Concentric offers an innovative... ...We are seeking a dynamic Client Service Associate to support our client service operations...SuggestedFull timeWork at officeFlexible hours$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, you will play a central role in...SuggestedFull timeTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- 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$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- ...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
$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- ...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...Work 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$65k - $80k
...the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider... ...are valued. Position Description The Client Service Associate located in Boston will support and work closely with senior...Temporary workWork experience placementWork at officeLocal areaFlexible hours$59.21k - $100.62k
...Level (for internal use): 09 S&P Global Corporate The Role: Client Coverage Associate The Team: The Chief Client Office Client Coverage group is... ...will be beneficial Previous experience in a financial services, financial institution or professional services role Right...Work experience placementWork at officeFlexible hours- ...UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings. In this role you will ensure proper...Full time
$45.42k - $65.55k
...Client Service Associate The Client Service Associate is key to providing excellent customer service and meeting our policyholders' and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries...Work at office$42.8k - $53.5k
...Client Services Associate 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...Work at office$20 - $25 per hour
...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...Hourly payFull timeTemporary workWorldwide$70k - $80k
...Client Service Associate Boston, MA The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This...Work at officeLocal areaRemote work1 day per week- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...Weekend workAfternoon shift
$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$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$28 per hour
...Job Description Job Description Job Title: Currency Admin Client Service Associate Location: Boston, MA (Hybrid) Contract Duration: 6 months, renewed based on business need Pay rate: $28 an hour Client: Brown Brothers Harriman (BBH) Job ID: 589...Contract work- ...About the Company Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple... ...balance. About the Role This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close‑...Summer workWork at officeFlexible hours
- ...HighTower Advisors, LLC is looking for a Client Service Associate to join their Waltham, MA office. This role involves direct client interaction, ensuring client satisfaction, and onboarding new clients. Ideal candidates will have 2+ years of related experience and demonstrate...Work at office
$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$28 per hour
Seeking a detail-oriented FX Currency Administration Client Service Representative to support the daily administration of foreign exchange (FX) client accounts. This role is responsible for completing daily operational tasks, responding to client inquiries, and ensuring...Work at officeLocal 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
$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$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$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- ...: Client Services Team Overview The Client Services Team at Arrowstreet serves as a key contributor to the overall client experience at Arrowstreet and works closely with the Client Relationship Management and Strategic Relationships teams to provide high-quality support...Full time
$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
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