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Financial Client Services Associate Jobs in California

We are currently searching for a Client Services Associate to join our Customer Experience group and reporting to the Client Services Supervisor, you will manage the order workflow and provide ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Client Services Associate 1

Hologic Inc.

San Diego, CA

$42K - $63K/yr

Full-time

Posted 18 days ago


Hologic rating

8.0

Company rating: 8.0 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

175th of 487 rated machine equipment manufacturers


Job description

BioTheranostics, a subsidiary of Hologic, Inc., is a leading provider of molecular-based diagnostic, prognostic, and predictive tests that empower physicians to deliver optimal care for cancer patients. As the organization's hub for oncology, BioTheranostics, referred to as Oncology Services, is committed to clinical excellence, innovation, and delivering high-value solutions for patients and healthcare providers.

We are currently searching for a Client Services Associate to join our Customer Experience group and reporting to the Client Services Supervisor, you will manage the order workflow and provide customer support in compliance with policies, procedures, and regulations. If you are excited and passionate about playing a key role in impacting health of patients everyday, and strive under a fast-paced environment - read further below. 

This is a fully onsite position based in San Diego, CA.

Responsibilities:

  • Managing entire order process for specific OAEs, and any accounts that are assigned to those OAEs, in Salesforce.com (SFDC). Tasks include, but are not limited to: 
    • Processing orders in SFDC 
    • Faxing or calling Ordering Provider when necessary for missing information, clinical discrepancies, specimen issues, etc. and for following up consistently to obtain in a timely manner. 
    • Faxing specimen requests to pathology and following up regularly to expedite turnaround time (TAT)
    • Resolving holds on orders so specimens received can begin testing ASAP. 
  • Monitoring reports on CS Dashboard to stay on top of workload. 
    • Open tasks, open order issues, orders that have completed Clinical Review, pending specimens, newly reported orders, QNS results, incoming portal order or registration requests. 
  • Handling Physician Call Back Requests 
    • Responsible for forwarding call back requests to the appropriate person (i.e., Pathologist, Medical Science Liaison, Sales) and documenting in SFDC 
  • Managing Portal Accounts 
    • Setting up new portal users, managing password resets, and assisting with IT support as needed
  • Account management 
    • Creating new physician contact records as well as medical practice records in SFDC. Must keep accounts updated with current names, addresses, contact info, special notes, etc. 
  • Follow-Up on QNS Cases 
    • Proactively contact Pathology for additional material when orders result as QNS or Inappropriate Sample Type 
  • Incoming Calls/ Emails 
    • Must be logged into CS Call Queue and be available for incoming calls to main phone line as well as direct line. 
  • Monitor team email inbox as well as individual email inbox. 

Minimum Education/Experience Requirements: 

  • Bachelor's degree preferred. High School diploma required. 

Required Training/Certification: 

  • On the job training including, but not limited to, HIPAA. 
  • Documentation to maintain compliance with state, CLIA, and CAP requirements

Our Culture at Hologic:

At Hologic, we're driven by our mission to enable healthier lives everywhere, every day. We're passionate about being the global champion for women's health and bringing The Science of Sure to life. You'll join a team that values collaboration, innovation, and a genuine commitment to making a positive impact-inside and outside the lab.

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The annualized base salary range for this role is $42,400 - $63,600 and is bonus eligible. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, geography, education, business needs and market demand.

Agency And Third Party Recruiter Notice

Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition, Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered.

Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans.

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