AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical ...
Client Delivery Specialist - Associate
Salt Lake City, UT · Hybrid
$75K - $85K/yr
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize ...
Client Delivery Specialist - Associate
Salt Lake City, UT · Hybrid
$75K - $85K/yr
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize ...
Client Delivery Specialist - Associate
Salt Lake City, UT · On-site
$75K - $85K/yr
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize ...
Client Delivery Specialist - Associate
Salt Lake City, UT · On-site
$75K - $85K/yr
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Quick apply
Client Service Associate
Sandy, UT · On-site
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$45K - $50K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
Sandy, UT · On-site
$45K - $50K/yr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...
Client Service Associate
$14 - $19.25/hr
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Client Service Associate
$14 - $19.25/hr
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Client Beneficiary Services Associate
Sandy, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate Professional, P2 in the Client Service & Relationship Management. Morgan Stanley is an industry leader in financial services, known for ...
Client Beneficiary Services Associate
Sandy, UT · On-site
$13.75 - $19/hr
We're seeking someone to join our team as an Associate Professional, P2 in the Client Service & Relationship Management. Morgan Stanley is an industry leader in financial services, known for ...
Client Beneficiary Services Associate
$13.75 - $19/hr
We're seeking someone to join our team as an Associate Professional, P2 in the Client Service & Relationship Management. Morgan Stanley is an industry leader in financial services, known for ...
Client Beneficiary Services Associate
$13.75 - $19/hr
We're seeking someone to join our team as an Associate Professional, P2 in the Client Service & Relationship Management. Morgan Stanley is an industry leader in financial services, known for ...
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Quick apply
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Coordinator
$17.25 - $23.25/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
Quick apply
Client Coordinator
$17.25 - $23.25/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
Client Coordinator
Alpine, UT · On-site
$17.25 - $23.25/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
Client Coordinator
Alpine, UT · On-site
$17.25 - $23.25/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Private Client Advisor
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Private Client Advisor
$100K - $180K/yr
About the Role: Our Private Client Advisor will work with the high and ultra-high net wealth ... We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ...
Team Leader, Client Services "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ...
Field Customer/Tech Training Instructor
South Jordan, UT · Remote
$72K - $77K/yr
Consistent and positive client/associate learner interactions. * Provide workflow-oriented learning and solutions * Provides consultative learning on advanced topics and makes recommendations on best ...
Quick apply
Field Customer/Tech Training Instructor
South Jordan, UT · Remote
$72K - $77K/yr
Consistent and positive client/associate learner interactions. * Provide workflow-oriented learning and solutions * Provides consultative learning on advanced topics and makes recommendations on best ...
Client Associate information
See Utah salary details
$16.8K - $21.6K
3% of jobs
$21.6K - $26.3K
1% of jobs
$26.3K - $31K
9% of jobs
$31K - $35.7K
6% of jobs
$37.4K is the 25th percentile. Wages below this are outliers.
$35.7K - $40.4K
16% of jobs
$40.4K - $45.1K
11% of jobs
The median wage is $46.8K / yr.
$45.1K - $49.9K
11% of jobs
$49.9K - $54.6K
14% of jobs
$55.8K is the 75th percentile. Wages above this are outliers.
$54.6K - $59.3K
15% of jobs
$59.3K - $64K
11% of jobs
$64K - $68.7K
3% of jobs
$16.8K
$46.4K
$68.7K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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.
AdvancedMD rating
9.0
Based on 5 frontline employees who took The Breakroom Quiz
30th of 209 rated software companies
Job description
Role Summary
Are you a collaborative problem solver who thrives on helping clients succeed while working as part of a close-knit, high-performing team? AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical support expertise, medical billing knowledge, and strong communication skills to resolve client inquiries, guide them through software functionality, and ensure smooth billing operations.
You'll be part of a team that values coordination, shared goals, and mutual support-working together to deliver consistent, professional client experiences. Through extensive training and ongoing development, you'll build deep knowledge of the AdvancedMD software suite, RCM policies, and compliance standards, equipping you to provide effective solutions and train clients with confidence.
This is an exciting opportunity to contribute to the success of a healthcare technology leader while growing your expertise in both software support and medical billing. If you are a proactive, detail-oriented team player who thrives in a collaborative environment and is passionate about delivering excellent customer service, we want to hear from you.
Essential Job Duties:
- Analyze customer service needs and respond in real time to inbound calls and online cases, resolving software and billing inquiries with a focus on first-call resolution
- Troubleshoot and research reported problems, leveraging knowledge base and team resources
- Collaborate with Subject Matter Experts when necessary to help determine the best possible outcomes
- Embody the culture of client success and OWN the client experience
- Communicate clearly and professionally in all verbal and written interactions with clients and internal teams and document in a timely manner per approved processes
- Gather and document potential software bugs to upper-level Tier 2 Support when applicable
- Maintain and document records daily for each customer interaction within approved database
- Complete basic rebill requests as needed utilizing documented processes. Direct inquiries to Accounts Receivable Specialists when necessary
- Follow up on all unresolved customer inquiries in a timely manner to provide status updates or resolutions
- Update and continue research on any open case with status updates every 72 hours at minimum
- Perform other duties as needed and directed by Manager or Team Lead
Qualifications:
- High School Diploma or equivalent required
- Availability to work an assigned 8-hour shift Mon. - Fri. 6am-6pm MT with flexibility to alter normal shift hours at times to help with quarterly software releases or team coverage
- Must be dependable with excellent previous work attendance and minimal callouts
- Ability to work in a hybrid in-office setting two days per week & home office location setting the remaining days of the week. Home office requirement for high-speed internet, dual monitors, keyboard/mouse, and a designated/private location for HIPAA requirements must be met. (Full-time remote possible for out-of-state or long-distance applicants.)
- Basic computer skills with strong aptitude for learning computer software systems and a minimum 45-50 WPM typing speed
- Minimum of one year of work experience in a medical office environment, software related customer service, IT or Support Desk role
- Ability to troubleshoot PC related problems with knowledge of Windows products, MS Office Suite, NetSuite, and IOS knowledge helpful
- Ability to learn and understand proprietary software and basic medical insurance billing as well as established RCM processes and procedures
What Will Make us LOVE You
- Basic medical billing knowledge with experience in rebilling claims a plus
- Ability to listen to and understand client requests or inquiries to respond appropriately
- Excellent verbal and written communication skills, particularly phone and email correspondence with a strong emphasis on excellent listening skills in the process
- Ability to complete and fully document basic and intermediate level research
- Ability to analyze information and use logic to address client issues and problems
- Ability to work independently and as part of a team as a contributing collaborator
Life at AdvancedMD: The BURST Way to Be - Learn more about our Company culture.
- Be Intentional - We act with clarity, focus, and purpose in everything we do.
- Urgency with Purpose - We move fast on what matters and deliver meaningful results.
- Respect Always - We lead with integrity, value every voice, and build each other up.
- Strive for Greatness - We set high standards, embrace innovation, and never stop improving.
- Together with Clients - We collaborate deeply, build trusted partnerships, and win as one team.
About AdvancedMD
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
South Jordan, UT, US
Year founded
1999