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Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a ...
Associate Director, Client Services - Medical & Scientific Communications (Agency Equivalent = VP, Client Services) Overview Simpson Healthcare, an IQVIA Company, is an established scientific agency ...
Associate Director, Client Services - Medical & Scientific Communications (Agency Equivalent = VP, Client Services) Overview Simpson Healthcare, an IQVIA Company, is an established scientific agency ...
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Registered Client Service Associate
Succasunna, NJ · On-site
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Registered Client Service Associates (CSAs) help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
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Registered Client Service Associates (CSAs) help shape the future of service by modernizing the ... Identify and assist with Firm services and solutions that support clients' needs including banking ...
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POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
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New
Registered Client Service Associate
Morristown, NJ · On-site
$33 - $90/hr
Position Summary Registered Client Service Associates provide exceptional service to our clients ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
New
Registered Client Service Associate
Morristown, NJ · On-site
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Registered Client Service Associate
Morristown, NJ · On-site
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POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
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POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
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POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Registered Client Service Associate
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POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
We're seeking an Associate Director, Client Services with a strong understanding of digital media and programmatic advertising to lead a team of Client Solutions Managers and to serve as the primary ...
New
We're seeking an Associate Director, Client Services with a strong understanding of digital media and programmatic advertising to lead a team of Client Solutions Managers and to serve as the primary ...
New
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Client Services Associate information
See Montclair, NJ salary details
$10.29 - $13.14
3% of jobs
$13.14 - $15.99
12% of jobs
$17.22 is the 25th percentile. Wages below this are outliers.
$15.99 - $18.84
23% of jobs
The median wage is $20.20 / hr.
$18.84 - $21.69
24% of jobs
$24.03 is the 75th percentile. Wages above this are outliers.
$21.69 - $24.54
15% of jobs
$24.54 - $27.39
10% of jobs
$27.39 - $30.24
6% of jobs
$30.24 - $33.09
2% of jobs
$33.09 - $35.94
2% of jobs
$35.94 - $38.79
1% of jobs
$38.79 - $41.64
1% of jobs
$10
$22
$41
How much do client services associate jobs pay per hour?
What is a client services associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What does a client services associate do?
What are the key skills and qualifications needed to thrive as a client services associate?
What are some common challenges faced by client services associates, and how can they be overcome?
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
What are the most commonly searched types of Client Services jobs in Montclair, NJ?
The most popular types of Client Services jobs in Montclair, NJ are:
What job categories do people searching Client Services Associate jobs in Montclair, NJ look for?
The top searched job categories for Client Services Associate jobs in Montclair, NJ are:
What cities near Montclair, NJ are hiring for Client Services Associate jobs?
Cities near Montclair, NJ with the most Client Services Associate job openings:

Full-time
Medical, Life
Posted 12 days ago
Key responsibilities
Manage client relationships and ensure client satisfaction through effective communication and strategic partnership.
Oversee the management of all projects for assigned clients, ensuring deliverables meet operational standards and client expectations.
Lead and supervise internal team members, including training, performance management, and fostering a positive work environment.
IQVIA rating
8.1
Based on 53 frontline employees who took The Breakroom Quiz
62nd of 226 rated it services
Job description
(Agency Equivalent = VP, Client Services)
OverviewSimpson Healthcare, an IQVIA Company, is an established scientific agency & dedicated partner to clients in the life sciences industry for over20 years. We are actively seeking an Associate Director, Client Services, to join our growing team within IQVIA in support of both new & ongoing client relationships.
The Associate Director (AD) is responsible for managing client relationships, delivering projects in alignment with operational excellence standards, and leading account team. AD is accountable and responsible for the assigned clients both in terms of growing and nurturing relationship and ensuring all deliverables meet or exceed client expectations. AD is also responsible for day-to-day success of their team and continued growth and development of individual team members.
ESSENTIAL DUTIES & RESPONSIBILITIES
Client Relations and Brand Management
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Establish meaningful, professional relationships with client stakeholders, including gaining understanding of their individual roles, communication preferences, personal motivators, and the desired outcomes for the brand, their projects, and our team.
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Ensure Simpson's brand is properly represented and promoted throughout client interactions, communications, and deliverables.
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Partner with client stakeholders to develop strategies to ensure they are able to attain desired outcomes.
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Be trusted partner that client sees as providing added value to ensure long, continuous relationship.
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Collaborate with Leadership in identifying opportunities to provide additional services that will assist client in attaining desired outcomes. Discuss opportunity with Marketing to assist in process.
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Attend and ensure success and a positive experience for all key client meetings, inclusive of weekly client status calls, brand planning meetings, workshops, advisory boards, speaker trainings, and congresses.
Project Management
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Responsible for management of all projects for assigned clients ensuring that deliverable meets operational excellence standards (on budget, on time, error-free, on strategy, and within all relevant policies and guidelines).
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Ensure project team members are communicating effectively with other Simpson internal teams and third-party vendors regarding expectations, timelines, quality, and budgets.
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Monitor project progress and identify client requests for changes in deliverables, timing, and/or project goals.
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Communicate all scope changes to all other project team members, Marketing, and Finance through internal CCR process and/or internal scope change process, where needed.
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Work with leadership in preparing, updating, and/or reviewing monthly phasing reports for all assigned clients to ensure accuracy of amounts invoiced to clients. Ensure timely communication with Finance of phasing reports.
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Adhere to all standard operating procedures (SOP's) and drive internal project team adherence to PIT Crew, Basecamp, CCR, Good to Go, and Weekly client update meetings, sign off SOPs.
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Maintain working knowledge of managed products, disease areas, and brand and company strategy and goals.
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Collaborate with Leadership and Marketing in preparing and delivering client pitches, presentations, and metrics ensuring quality, accuracy, and timeliness.
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Ensure full delivery and management of all scoped work and/or identify any projects at risk/canceled and work with Marketing and Leadership to propose new solutions to realize the full PO amount.
Internal Team Management
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Lead by example. Adhere to all SOP's and enforce staff's adherence to same.
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Ensure all staff members are preparing timesheets weekly. Ensure staff understanding of appropriate SHEP numbers to code time and importance of reporting all time worked.
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Ensure staff understands responsibilities and duties both for specific projects assigned and as relates to SOPs.
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Supervise and train staff members.
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Align with Leadership on staff growth and development for team members, including opportunities to assume new responsibilities, expanding skill sets, and providing constructive feedback. VP then to execute agreed upon plan, mentor, and provide constructive feedback.
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Create a positive work environment, fostering a team approach, encouraging open communication.
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Weekly one-on-one meetings with all direct reports.
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Partner with Leadership in preparation of annual performance reviews and in discussions with direct reports. For new hires, prepare performance review after 90 days and discuss with direct reports. If needed, prepare performance improvement plans and discuss with direct reports.
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Assign projects to staff in accordance with staff experience, growth, and bandwidth with consultation with Leadership.
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Identify needed modifications and/or new systems, tools, and processes to enable team and company effectiveness and efficiencies.
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Identify and discuss with Leadership needed resources for team to deliver client business.
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Liaise with Leadership, other departments, and cross-functional team members to deliver projects as needed inclusive of changes in scope, priority, timing, and/or content.
Organic Business Growth
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Lead/oversee drafting of SOWs and budgets, ensuring accuracy, scope clarity, and alignment with client objectives and internal standards.
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Own/oversee the SOW approval process, including internal routing, client review and signature, and PO acquisition
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Maintain/oversee updates to pipeline/POC reports.
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Lead/oversee addendum and termination documentation, coordinating timely review and execution with internal and external stakeholders.
OTHER DUTIES & RESPONSIBILITIES
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Approve staff timesheets.
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Prepare weekly timesheet.
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Manage and attend relevant internal meetings, as assigned.
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Other duties as assigned.
QUALIFICATIONS
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8+ years experience in medical communications, healthcare marketing, or scientific agency.
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Bachelor's degree required, preferably with emphasis in Marketing, Business, or Science.
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Strong communicator both in written and verbal forms with a proven ability to effectively establish and nurture client, internal, and staff relationships.
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Previous experience with people management is preferred.
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Strong attention to detail.
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Ability to manage multiple priorities.
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Strong organization and time management skills.
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Ability to leverage internal and external relationships to the benefit of the project, client, and Summit Global Health.
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Must be efficient and skilled at using Microsoft Office (Excel, PowerPoint, Outlook, Word, etc.). Experience with Basecamp or similar project management systems is preferred.
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Extensive skills with web-conferencing tools such as Zoom, Microsoft Teams and WebEx.
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An efficient and persuasive speaker and writer who can communicate effectively to a wide range of audiences.
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Great team player with a strong drive and willingness to take initiative.
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Curiosity and aptitude for continuous thinking, learning and collaboration.
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Ability to travel to meet with stakeholders as necessary (up to 25% of time).
Please Note: You must reside within the country where this role is posted to be eligible for this remote job opportunity.
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more athttps://jobs.iqvia.com
IQVIA is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. https://jobs.iqvia.com/eoe
IQVIA is committed to integrity in our hiring process and maintains a zero tolerance policy for candidate fraud. All information and credentials submitted in your application must be truthful and complete. Any false statements, misrepresentations, or material omissions during the recruitment process will result in immediate disqualification of your application, or termination of employment if discovered later, in accordance with applicable law. We appreciate your honesty and professionalism.
The potential base pay range for this role, when annualized, is $102,600.00 - $285,600.00. The actual base pay offered may vary based on a number of factors including job-related qualifications such as knowledge, skills, education, and experience; location; and/or schedule (full or part-time). Dependent on the position offered, incentive plans, bonuses, and/or other forms of compensation may be offered, in addition to a range of health and welfare and/or other benefits.About IQVIA
Sourced by ZipRecruiter
At IQVIA, we are passionate about helping customers and partners improve results and patient outcomes. Everything we do contributes to this vision for creating a healthier world. In today’s healthcare environment, it’s not only about how much data, information, and technology you have at your fingertips – it’s what you do with it. IQVIA is focused on making intelligent connections for customers across the entire healthcare ecosystem to help you drive healthcare forward. Whether that means partnering with novel technology companies to boost patient engagement, leveraging AI & machine learning to accelerate results, or using decentralized trials to reach the right patients wherever they are – we are always looking for smarter ways to move you forward.
Industry
Health care and social assistance
Company size
10,000+ Employees
Headquarters location
Durham, NC, US