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 Service Associate
Salt Lake City, UT ยท On-site
$14 - $19.25/hr
The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...
Client Service Associate
Salt Lake City, UT ยท On-site
$14 - $19.25/hr
The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited ...
Client Delivery Specialist - Associate
Salt Lake City, UT ยท 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 ยท 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 ยท 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 ยท 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
$14 - $19.25/hr
The Role We are seeking a detail oriented and client focused Client Service Associate to support our Client Services team. This role is essential to delivering a seamless client experience, ensuring ...
Client Service Associate
$14 - $19.25/hr
The Role We are seeking a detail oriented and client focused Client Service Associate to support our Client Services team. This role is essential to delivering a seamless client experience, ensuring ...
Client Service Associate 1
Salt Lake City, UT ยท Remote
$14 - $19.25/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...
Client Service Associate 1
Salt Lake City, UT ยท Remote
$14 - $19.25/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...
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 ...
Client Beneficiary Services Associate
Sandy, UT ยท 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 ยท 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 ยท 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 ยท 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 ...
Leadership for a cross-site team of associates who are focused on providing a world-class client experience to our NPO customers, while balancing risk to the organization * Day-to-day management of a ...
Leadership for a cross-site team of associates who are focused on providing a world-class client experience to our NPO customers, while balancing risk to the organization * Day-to-day management of a ...
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 ยท 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 ยท 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 ...
Sr. Associate Relationship Manager
Salt Lake City, UT ยท On-site
$44K - $65K/yr
Maintain strong client relationships through responsive communication and professional follow-up * ... Will have keen focus on the customer experience and how to deliver it through associate engagement ...
Sr. Associate Relationship Manager
Salt Lake City, UT ยท On-site
$44K - $65K/yr
Maintain strong client relationships through responsive communication and professional follow-up * ... Will have keen focus on the customer experience and how to deliver it through associate engagement ...
Sr. Associate Relationship Manager
$44K - $65K/yr
Maintain strong client relationships through responsive communication and professional follow-up * ... Will have keen focus on the customer experience and how to deliver it through associate engagement ...
Sr. Associate Relationship Manager
$44K - $65K/yr
Maintain strong client relationships through responsive communication and professional follow-up * ... Will have keen focus on the customer experience and how to deliver it through associate engagement ...
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 ...
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 ...
Client Service Delivery Associate III
Salt Lake City, UT ยท Remote
$42K - $64K/yr
Client Service Delivery Associate III Position Summary The Client Service Delivery Associate III supports Guardian's mission by delivering exceptional, customer-focused service across phone, email ...
New
Client Service Delivery Associate III
Salt Lake City, UT ยท Remote
$42K - $64K/yr
Client Service Delivery Associate III Position Summary The Client Service Delivery Associate III supports Guardian's mission by delivering exceptional, customer-focused service across phone, email ...
New
SCT Associate Relationship Manager
Salt Lake City, UT ยท On-site
$38K - $56K/yr
The SCT Aviation Associate Relationship Manager role supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account ...
SCT Associate Relationship Manager
Salt Lake City, UT ยท On-site
$38K - $56K/yr
The SCT Aviation Associate Relationship Manager role supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account ...
SCT Associate Relationship Manager
Salt Lake City, UT ยท On-site
$38K - $56K/yr
The SCT Aviation Associate Relationship Manager role supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account ...
SCT Associate Relationship Manager
Salt Lake City, UT ยท On-site
$38K - $56K/yr
The SCT Aviation Associate Relationship Manager role supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account ...
Field Customer/Tech Training Instructor
South Jordan, UT ยท 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 ...
New
Quick apply
Field Customer/Tech Training Instructor
South Jordan, UT ยท 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 ...
New
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 does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What job makes 10,000 a month without a degree?
What are Client Associates?
Is client associate entry-level?
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.

Other
Medical, Dental, Vision, Retirement, PTO
Posted 7 days ago
Job description
AdvancedMD is a unified cloud suite of medical office software hosted on Amazon Web Services/AWS including practice management, electronic health records, and patient engagement, and offers managed medical billing services for independent practices. AdvancedMD serves an expansive national footprint of 65,000 practitioners across 14,000 practices and 900 independent medical billing companies. 8.8M insurance claims are processed every month on the AdvancedMD billing platform!
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
- 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
- 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
- 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.
AdvancedMD, now part of the Francisco Partners ("FP") portfolio, revolutionized medical office software in 1999 with the introduction of the industry's first true cloud solution. Today, the company continues to lead HealthTech innovation with a complete cloud suite of smart applications that work in unison, accelerating collaborative workflow for every role of the practice. With AdvancedMD, medical office staff are empowered to thrive in the online age of healthcare and value-based reimbursement with essential clinical, financial, patient engagement and reputation management applications that are unified and available anytime, anywhere on any device. AdvancedMD strives to be the technology heartbeat of healthcare for providers, patients, and payors for a healthier world. For more information on AdvancedMD, please visit www.advancedmd.com.
Work Environment
- Hybrid office arrangement in the South Jordan, Utah office location. In Office training, with opportunity to work up to a flexible hybrid format. Remote work is contingent upon individual role, team structure and alignment to role KPIs.
- Competitive compensation and total rewards benefits
- Comprehensive health, dental, and vision insurance
- 401(k) with generous company match
- Paid time off and holidays
- Hybrid and remote work opportunities
- Career growth and development support
- Collaborative, team-oriented culture
Privacy Notices for Team Members and Job Applicants
About AdvancedMD
Sourced by ZipRecruiter
Company size
51 - 200 Employees
Headquarters location
South Jordan, UT, US
Year founded
1999