We have other current jobs related to this field that you can find below


  • Boston, United States Boutique Recruiting Full time

    A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a...


  • Boston, United States Boutique Recruiting Full time

    A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a...


  • Boston, United States Boutique Recruiting Full time

    A distinguished cross-over investment firm in Boston, MA is searching for a dynamic Client Service Associate to provide stellar operational support across the firm s multiple investment products! They are looking for proactive candidates with experience in an administrative or client service-oriented role who are sharp and able to multi-task well in a...


  • Boston, United States Graham Full time

    Position: REMOTE - Client Service Associate Status: Full-Time Hourly (40 hours)Hours: Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch * Phenomenal customer service, written, and verbal communication skills* ABOUT THE ORGANIZATION: This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a...


  • Boston, United States SDL Search Partners Full time

    Client Service AssociateEstablished 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 schedule. Excellent opportunity to learn from high-performing...


  • Boston, United States FleetStar Financial Full time $40,000 - $60,000

    Job DescriptionJob DescriptionThe Client Service Associate will work with an established team at FleetStar Financial in our Boston (Charlestown) office. The key responsibilities include, but are not limited to, providing client service and support, managing client relationships, CRM software, and assisting with marketing campaigns. Provide new business,...


  • Boston, United States BOSTON TRUST WALDEN COMPANY Full time

    Job DescriptionJob DescriptionBoston Trust Walden Company Overview Boston Trust Walden Company is an independent, employee-owned firm that provides investment management services to institutional investors and private wealth clients. The firm manages approximately $16 billion in client assets.Boston Trust Walden distinguishes itself in several keyways,...


  • Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a reputable investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are in search of a Registered Client Service Associate (RCSA) to enhance our operations.Key Responsibilities:Manage daily inquiries from clients and financial...


  • Boston, Massachusetts, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Boston, United States Citizens Financial Group, Inc. Full time

    The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, Client Service, Manager, Wealth, Associate, Service, Client Relations, Retail, Banking


  • Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Unlock a Career in Wealth ManagementThe Bank of New York Mellon Corporation is seeking a highly motivated individual to join our Wealth Management team as an Associate, Client Processing I. This role is a great opportunity to develop your skills and expertise in client service and transactional support.Key Responsibilities:Provide exceptional client service...


  • Boston, United States Partners Capital Full time

    Position Description The Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...


  • Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are in search of a Registered Client Service Associate (RCSA) to enhance our operations.Key Responsibilities:Manage daily inquiries from clients and financial...


  • Boston, United States Partners Capital Full time

    Position DescriptionThe Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...


  • Boston, United States Partners Capital Full time

    Position DescriptionThe Client Service Senior Associate located in Boston will be responsible for coordinating the operations for a range of clients, serve as a primary point of contact to the Investment Teams managing client portfolios, and help to build our operational processes and procedures. The candidate will be supported by one or more junior team...


  • Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are currently in search of a Registered Client Service Associate (RCSA) to support our operations.Key Responsibilities:Manage daily inquiries from clients and financial...


  • Boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • Boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...


  • boston, United States Fanning Personnel Full time

    Client Service Associate, Private Wealth opening located at an RIA in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment/ asset/ wealth management firms across the country, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual...

Client Services Associate

2 months ago


Boston, United States Foundation Medicine Full time

About the Job

The Client Services Representative is a vital position at FMI tasked with the responsibility of 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 about 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. • Demonstrate a focus on listening to and understanding client/customer needs and exceeding service and quality expectations. Demonstrated aptitude with dealing with demanding client needs and demonstrates effective conflict resolution telephone skills. • Demonstrate flexibility and adaptability in a fast-paced and ever-changing environment, according to shifting priorities. • Other duties as assigned.

Qualifications:

Basic Qualifications • High School Diploma or General Education Degree (GED) • 1+ years of experience in a role where service skill sets are required • Computer proficiency, strong typing and data entry skills

Preferred Qualifications • Bachelors’ Degree or advanced education • One or more years of experience in a client services role where deductive reasoning is necessary and related service skill sets are required • Ability to work full-time in an open office environment • Ability to understand and communicate scientific or technical information • Understanding of HIPAA and importance of privacy of patient data • Experience with phone-based support or call center experience • Experience working in a laboratory or life sciences setting • Ability to work well under pressure while maintaining a professional demeanor • Ability to prioritize and thoroughly follow up on assigned tasks • Excellent organizational skills • Demonstrated attention to detail • Willingness to learn and understand complexity of industry and business • Ability to communicate effectively and follow written and verbal instructions • Ability to handle multiple tasks and work in a fast-paced environment • Ability to adapt to changing procedures, policies and work environment • Track record of demonstrated integrity • Proficient verbal and written communication skills • Willingness to receive information from all levels in order to achieve desired results • General knowledge of Microsoft Office and ability to learn and use laboratory management systems.

#LI-Hybrid

#J-18808-Ljbffr