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Client Services Associate Ii Jobs (NOW HIRING)

Freenome

Client Services Associate II

$27.38 - $39.12/hr

Client Services Associate II Brisbane, California About this opportunity: As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional ...

Freenome

Client Services Associate II

Brisbane, CA · Remote

$27.38 - $39.12/hr

As a Client Services Associate within our Customer Experience team, you will be at the forefront of ... Minimum of two years of experience in Client Services, preferably in healthcare or a closely ...

Freenome

Client Services Associate II

Brisbane, CA · On-site

$27.38 - $39.12/hr

As a Client Services Associate within our Customer Experience team, you will be at the forefront of ... Minimum of two years of experience in Client Services, preferably in healthcare or a closely ...

NextPhase Search

Client Services Associate

Waltham, MA · On-site

Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm ... Bachelor's degree with strong academic record * 2-3 years of client service experience in a wealth ...

The TCW Group

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The ...

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Client Services Associate Ii information

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How much do client services associate ii jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for client services associate ii in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate II, and why are they important?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

What are Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

What cities are hiring for Client Services Associate Ii jobs? Cities with the most Client Services Associate Ii job openings:
What are the most commonly searched types of Client Services Ii jobs? The most popular types of Client Services Ii jobs are:
What states have the most Client Services Associate Ii jobs? States with the most job openings for Client Services Associate Ii jobs include:
Client Services Associate Ii jobs near you
Client Services Associate II

Client Services Associate II

Freenome

Remote

$27.38 - $39.12/hr

Other

Posted 6 days ago

Job description

Client Services Associate II

Brisbane, California

About this opportunity:

As a Client Services Associate within our Customer Experience team, you will be at the forefront of shaping an exceptional customer experience for healthcare providers, their staff, and their patients. We are looking for a Client Services Associate who is passionate about the impact service can have to an organization's success, and who is highly skilled in utilizing digital phone and case management tools, and in clear and compassionate communication and de-escalation techniques. You utilize your time effectively, are able to multi-task, and adapt calmly to change. You'll represent Freenome as a skilled and knowledgeable resource to our customers and patients, and you are consistent in your schedule and dependable while working remotely.

This role is reporting to the Director of Customer Experience. This is a remote role covering operating hours of Monday - Friday 9a-5p PST. Remote roles require working capabilities such as high speed internet, privacy, and limited background noise and interruptions.

What you'll do:

  • Effectively triage and answer inbound communication including phone, chat, e-fax, email, and portal messages within set service levels.
  • Provide ordering support and perform outreach to customers regarding ordering issues and missing information within set service levels.
  • Create and qualify new accounts and contacts, and assist customers with resolving portal login and contact management related issues.
  • Provide information regarding Freenome's products and services to current and prospective customers and patients.
  • Maintain compliance and accuracy when handling sensitive patient information.

Must haves:

  • High school diploma or equivalent certificate.
  • Minimum of two years of experience in Client Services, preferably in healthcare or a closely related field.
  • Technology proficiency including Mac and Apple products, 2 factor authentication apps, Google suite, CRM systems and customer communication tools like Salesforce and 8x8 or Vonage.
  • Conversational fluency in English and Spanish.

Nice to haves:

  • Excellent communication and de-escalation skills.
  • Proven track record of high quality customer satisfaction survey scores.
  • Previous experience working remotely while in a service position.
  • Experience in service with a commercial diagnostic testing laboratory.
  • Familiarity with cancer screening and primary care settings and workflows.
  • Familiarity specifically with Salesforce, 8x8, WestFax, or closely related applications.
  • Knowledge of HIPAA compliance and related best practices.

Benefits and additional information:

The US target range of our base hourly rate for new hires is $27.38 - $39.12. You will also be eligible to receive equity, cash bonuses, and a full range of medical, financial, and other benefits depending on the position offered. Please note that individual total compensation for this position will be determined at the Company's sole discretion and may vary based on several factors, including but not limited to, location, skill level, years and depth of relevant experience, and education. We invite you to check out our career page for additional company information.

Freenome is proud to be an equal-opportunity employer, and we value diversity. Freenome does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Applicants have rights under Federal Employment Laws.

  • Family & Medical Leave Act (FMLA)
  • Equal Employment Opportunity (EEO)
  • Employee Polygraph Protection Act (EPPA)

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