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Client Associate Jobs in Puerto Rico (NOW HIRING)

COREPLUS SERVICIOS CLINICOS Y PATOLOGICOS LLC

PR · On-site

Client Service Representative Who are we? For more than 26 years, CorePlus has provided Puerto Rico ... Associate degree in business administration, marketing, or related field preferred. * 1 year of ...

Pharmpix

PR · On-site

POSITION SUMMARY The Compliance Associate reports directly to the Compliance Director and plays a ... Client-focused communication Abilities: * Ability to read and interpret documents and write reports ...

WPP Media

Associate Account Director

San Juan, PR · On-site

Role Summary and Impact The Associate Director is responsible for developing and leading innovative ... Client Relationship Management * Develop strong relationships at the appropriate level with key ...

Office Depot

Retail Part Time Store Associate

Carolina, PR · On-site

$13.50 - $15.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

Retail Part Time Store Associate

Caguas, PR

$14.75 - $17/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR

$13.50 - $15.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR

$13.50 - $15.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR

$12.50/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR

$14.75 - $17/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR

$15.25 - $17.50/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

Retail Part Time Store Associate

Carolina, PR · On-site

$13.50 - $15.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client-focused, positive, engaging, and action-oriented, with a passion for our brand, products ...

Office Depot

PR · On-site

$15 - $17.25/hr

As a Store Associate, you will actively connect with customers, addressing their needs by ... Client focused, positive and engaging, action oriented, demonstrates a passion for the brand ...

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Client Associate information

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Puerto Rico?

The most popular types of Client jobs in Puerto Rico are:

What job categories do people searching Client Associate jobs in Puerto Rico look for?

The top searched job categories for Client Associate jobs in Puerto Rico are:

What are popular job titles related to Client Associate jobs in PR?

For Client Associate jobs in PR, the most frequently searched job titles are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 12% Part Time, 2% Temporary, and 6% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Client Service Representative

COREPLUS SERVICIOS CLINICOS Y PATOLOGICOS LLC

PR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Client Service Representative

Who are we?

For more than 26 years, CorePlus has provided Puerto Rico with anatomical pathology laboratory services and clinical analysis with innovation and precision. Our commitment is, to be a leader in the transformation of pathology to the digital world.

In 2020 we deployed our digital pathology platform, being the first organization in Puerto Rico to make the transformation. Known worldwide for operationalizing the use of Artificial Intelligence (AI) in the diagnosis of prostate and breast cancer, CorePlus stands out for being avantgarde.

If innovation and compassion appeal to you, we invite you to join our mission and become part of our family; we offer excellent benefits including health plan, dental, vision, 401k, paid vacation, and life insurance.

The Position

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Representative. The successful candidate will be responsible for collecting patient samples and transporting them to the laboratory for evaluation and maintaining adequate sample collection supplies inventory. They will also be responsible for establishing and maintaining a sustainable business relationship with clients and referring potential new clients.

Responsibilities

  • Establish and maintain sustainable business relationships with clients.
  • Perform accurate collection and delivery of specimens, documentation, and reports in compliance with all laboratory policies and procedures.
  • Ensure that all customers maintain sufficient inventory levels of supplies needed for the sample collection process, including requisitions, materials and documentation.
  • Provide doctors and medical office staff with orientation, advice, and support ensuring all services are provided according to their expectations and the required quality standards.
  • Maintain accurate records of client interactions and transactions.
  • Ensure that all patient related information is kept confidential in accordance to PHI management regulations.
  • Consistently follows all safety, infection control, specimen collection procedures and OSGA Blood Borne Pathogen guidelines.
  • Follow laboratory policies and procedures.
  • Proactively identify new customers in the assigned territory to introduce the services and send the corresponding referral to the Sales Team.
  • Actively participates in departmental performance improvement program.
  • Participate in the laboratory continuing education programs and safety programs.

Requirements and Skills

  • Associate degree in business administration, marketing, or related field preferred.
  • 1 year of experience in Sales / Customer Service, preferably in the health care industry.
  • Excellent communication and customer service skills.
  • Strong attention to detail and organizational skills.
  • Ability to work independently and as part of a team.
  • Ability to multitask and prioritize tasks effectively.
  • The representative will be required to have a valid driver's license and a clean driving record.
  • Strong computer skills including but not limited in Microsoft Office, Excel, and Power Point.

Working Conditions/ Physical Activity:

  • The CSR will be required to travel to assigned territories and will spend most of the time driving.
  • The representative may be required to work outdoors in various weather conditions.
  • The representative may be required to lift and carry up to 30 pounds of equipment and materials.

CorePlus is an equal employment/affirmative action opportunity employer. It does not discriminate against any qualified person on the basis of sex, race, color, national origin, religion, sexual orientation, age, marital status, mental, physical or sensory disability, or any other classification protected by applicable local, state, federal, and/or international law.