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Financial Client Services Associate Jobs in Boston, MA

Foundation Medicine

Client Services Associate

Boston, MA · Hybrid

$42K - $53K/yr

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

S&P Global

Client Coverage Associate

Boston, MA

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Previous experience in a financial services, financial institution or professional services role ...

Spgi

Client Coverage Associate

Boston, MA

$59K - $100K/yr

Client Coverage Associate The Team: The Chief Client Office Client Coverage group is seeking a ... Previous experience in a financial services, financial institution or professional services role ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Boston, MA

Financial Client Services Associate information

See Boston, MA salary details

$15

$34

$73

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

As of Jul 31, 2026, the average hourly pay for financial client services associate in Boston, MA is $34.72, according to ZipRecruiter salary data. Most workers in this role earn between $22.45 and $37.36 per hour, depending on experience, location, and employer.

What are Financial Client Services Associates?

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, and why are they important?

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.
What are popular job titles related to Financial Client Services Associate jobs in Boston, MA? For Financial Client Services Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Boston, MA look for? The top searched job categories for Financial Client Services Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Financial Client Services Associate jobs? Cities near Boston, MA with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Boston, MA as of June 2026, with employment types broken down into 3% As Needed, 79% Full Time, 9% Part Time, and 9% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $72,226 per year, or $34.7 per hour.

Client Services Associate

Foundation Medicine

Boston, MA • Hybrid

$42K - $53K/yr

Full-time

Re-posted 24 days ago

Job description

About the Job:

The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates in a supportive function within the fast-paced Client Services department

Key Responsibilities:

  • Provide education, guidance, and support to customers and patients regarding Foundation Medicine's products and services.
  • Provide a supportive link between external customers and internal operations, while demonstrating a positive and professional image through communication via phone and e-mail.
  • Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication.
  • Use problem solving skills to create and offer solutions to customer issues of varied complexity.
  • Ensure the successful and secure transmission of Foundation Medicine patient reports and other testing status updates.
  • Document all communication and maintain appropriate records.
  • Assist in sample procurement and supply ordering.
  • Assist in entering new test requests into the system.
  • Review and update test requests with ambiguous patient information.
  • Maintain and update database of patient information.
  • Notify appropriate internal management of client issues and complaints.
  • Meet deadlines and work gracefully under pressure.
  • Other duties as assigned.
  • Comply with FMI's attendance policies

Qualifications:

Basic Qualifications:

  • High School Diploma or General Education Degree (GED)
  • 2+ years of experience in a role where service skill sets are required

Preferred Qualifications:

  • General knowledge of Microsoft Office; computer proficiency, strong data entry and typing skills
  • Demonstrated experience with:
    • Understanding and communicating scientific or technical information
    • Working well under pressure while maintaining a professional demeanor
    • Working with phone-based support or in a call center environment
    • Prioritizing and following up on assigned tasks while working in a fast-paced environment
    • Communicating effectively and following written and verbal instructions
    • Working in an open office environment
  • Demonstrated: 
    • Willingness to learn and understand complexity of industry and business
    • Ability to adapt to changing procedures, policies and work environment
    • Attention to detail and organizational skills 
    • Excellent verbal and written communication skills
  • Understanding of HIPAA and the importance of patient data privacy
  • Commitment to reflect FMI's values: Integrity, Courage, and Passion

The expected salary range for this position based on the primary location of Boston, MA is $42,800 - $53,500 per year. The salary range is commensurate with Foundation Medicine's compensation practice and considers factors including, but not limited to, education, training, experience, external market conditions, criticality of role, and internal equity. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for Foundation Medicine's benefits.

#LI-Hybrid

Foundation Medicine, Inc. (FMI) is a global, patient-focused precision medicine company delivering high-quality, transformative diagnostic solutions in cancer and other diseases.

Foundation Medicine is proud to be an Equal Opportunity and Affirmative Action employer and considers all qualified applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity, ancestry, age, or national origin.  Further, qualified applicants will not be discriminated against on the basis of disability or protected veteran status.  We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.  See also FMI's EEO Statement and EEO is the Law and Supplement.  If you have a disability or special need that requires accommodation, please let us know by completing this form.  (EOE/AAP Employer)

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