Top 73 Client services associate Jobs in Pleasanton, Ca

Client Services Associate I, Prenatal
BillionToOne —Union City, CA
- $28.90 an hour
- Full-time
- Spanish
- Medical office experience
- Laboratory experience
- Paid parental leave
- Paid time off
Registered Client Service Associate
Morgan Stanley —Pleasanton, CA
- $75,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Services Associate I, Oncology
BillionToOne —Union City, CA
- $28.90 an hour
- Full-time
- Spanish
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
6d
Client Associate
Marsh —Walnut Creek, CA
- $35,600 - $66,200 a year
- Full-time
- Hybrid work
- Entry level
- Health insurance
- 401(k)
6d
Client Service Associate
Morgan Stanley —Oakland, CA
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Wealth Management Client Associate
Bank of America —Walnut Creek, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Associate, Client Advisory
Arta Finance —Mountain View, CA
- $110,000 - $300,000 a year
- Full-time
- Remote
- Senior level
- Analytics
- 10 years
5d
Client Service Associate
Morgan Stanley —Menlo Park, CA
- $34,320 - $90,000 a year
- Writing skills
- Mid-level
- Office
Client Service Associate - Schultz Collins
HighTower Advisors —Orinda, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- US work authorization
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
6d
Registered Client Service Associate
Morgan Stanley —San Jose, CA
- $34,320 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
JPMorganChase —Danville, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Client Advisor (Part-time), A|X Armani Exchange
A|X Armani Exchange Outlet —Livermore, CA
- $17.46 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Client Service Associate
Beacon Pointe Advisors LLC —San Jose, CA
- $60,000 - $70,000 a year
- Office
- Analysis skills
- 2 years
Senior Client Relationship Associate - Walnut Creek / Menlo Park (onsite)
EP Wealth Advisors, LLC —Walnut Creek, CA
- $60,500 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Paid holidays
Quick Apply
Private Wealth Management Senior Registered Client Service Associate
Morgan Stanley —Menlo Park, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
4d
Client Service, Associate
Freestone Capital Management —Los Altos, CA
- $85,000 - $100,000 a year
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
Quick Apply
5d
Private Wealth Management Client Service Associate
Morgan Stanley —Menlo Park, CA
- $35,152 - $90,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
6d
Client Engagement Associate
PeopleSpace —San Jose, CA
- $26 - $29 an hour
- Full-time
- Bachelor's degree
- Organizational skills
- SharePoint
- Free parking
Quick Apply
Wealth Management Client Service Associate
Sanctuary Wealth Group LLC —Walnut Creek, CA
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Client Service Manager
Heffernan Financial —Walnut Creek, CA
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
Quick Apply

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Client Services Associate I, Prenatal

BillionToOne
Union City, CA

Apply Now

Job Details

Full-time
$28.90 an hour

Benefits

Paid parental leave
Paid time off
Parental leave
Snacks provided
401(k) matching

Qualifications

Optimizing workflow processes
Customer follow-ups
Customer records maintenance
Spanish
Email customer support
Phone communication
Medical office experience
Customer order taking
Sales order data entry
Laboratory experience
Laboratory information management systems
Incident Escalation
Managing clients in a customer support role
Inside sales
Salesforce Cloud
Bachelor's degree
Zendesk
Continuous improvement
Customer issue escalation
CRM system proficiency
Handling patient inquiries
Order inquiry handling
Phone call management
Cross-functional collaboration
Customer interaction during outreach
Communication skills
Entry level
Cross-functional communication
Quality data entry
Customer data entry

Full Job Description

A Rare Opportunity to Shape the Future of Genomics

Join a team of brilliant, passionate innovators determined to transform healthcare. At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs, and every contribution moves the needle on our mission to make life-changing diagnostics accessible to all. We don't just aim for incremental improvements; we build products that are 10x better than anything that exists today.

Our scientists, engineers, sales executives, and visionaries are united by an unwavering commitment to changing the standard of care in prenatal and cancer diagnostics. This is where cutting-edge science meets human compassion, and every innovation you contribute helps remove the fear of the unknown from some of life's most critical medical moments.

If you're driven by purpose, energized by innovation, and ready to help shape the future of precision medicine at scale, this is where you belong.

We are looking for a Client Services Associate I, Prenatal (Women's Health) to provide exceptional service and support to BillionToOne's customers. This role is part of a broader Client Services organization.

The Client Services Associate I holds a pivotal role in the organization and will act as the face of BillionToOne for our customers including physicians, OB/GYN clinics, auxiliary staff, and patients. The ideal candidate for this role is an ambitious and intelligent individual who is highly self-motivated and patient-centric.

The Client Services Associate I is a full-time onsite position and reports to the Client Services Manager.

Working hours are Monday–Friday or Tuesday–Saturday, 8:00 AM to 5:00 PM PT, based on business needs.

Responsibilities:

Engage clients through proactive outreach to obtain missing information needed to process and report test orders while delivering a personalized customer experience.
Manage a queue of cases requiring follow-up and follow a scheduled contact cadence until resolved.
Document all communications, follow-up attempts, and resolution details clearly in CRM and LIMS systems.
Update customer and order information in internal systems.
Resolve approximately 40–60 cases per day while maintaining quality and accuracy.
Respond professionally to phone, email, and web inquiries from customers, sales representatives, internal teams, and patients as needed.
Collaborate with laboratory, data entry, sales, billing, and support teams to ensure accurate order processing and timely reporting.
Update customer and order information in internal systems.
Identify recurring issues or workflow gaps and escalate trends appropriately.
Support process improvements and cross-functional tasks as needed.

Qualifications:

Prior client-facing experience in customer service, inside sales, call center, or a similar role.
4-year college degree or equivalent experience.
Experience working in a fast-paced, high-volume environment with outbound call responsibilities.
Excellent verbal and written communication skills.
Strong attention to detail and accurate documentation.
Ability to learn quickly, navigate systems, and resolve issues independently.
Passion for providing a positive customer experience.

Nice-To-Haves:

Experience with CRM tools such as Salesforce, Zendesk, or similar systems.
Customer service experience in a diagnostic laboratory, healthcare, or medical office setting.
Experience managing outbound call queues or scheduled follow-up cadences.
Proficiency or fluency in Spanish to support a diverse client and patient base.

Benefits And Perks:

Working alongside brilliant, kind, passionate and dedicated colleagues, in an empowering environment, toward a global vision, striving for a future in which transformative molecular diagnostics can help millions of patients
Open, transparent culture that includes weekly Town Hall meetings
The ability to indirectly or directly change the lives of hundreds of thousands patients
Multiple medical benefit options; employee premiums paid 100% of select plans, dependents covered up to 80%
Extremely generous Family Bonding Leave for eligible employees (16 weeks, paid at 100%)
Supplemental fertility benefits coverage
Retirement savings program including a 4% Company match
Increase paid time off with increased tenure
Latest and greatest hardware (laptop, lab equipment, facilities)
Daily on-site lunches provided from top eateries
A variety of perks on campus (state of the art gym, fully stocked kitchen with snacks, drinks, etc.)
Free on-site EV charging (compatible with all EVs, including Tesla)

At BillionToOne, we are proud to offer a combination of (1) competitive base pay, (2) corporate bonus program, on top of (3) industry leading company benefits (free healthcare options, 401k match, very generous fully paid parental leave, etc.).

For this position, we offer a total compensation package of $66,123 per year, including a base pay of $28.90 per hour.

BillionToOne is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

For more information about how we protect your information, we encourage you to review our Privacy Policy.

BillionToOne is a next-generation molecular diagnostics company on a mission to make powerful, accurate diagnostic tests accessible to everyone. Our revolutionary QCT molecular counting technology enhances disease detection resolution by over a thousandfold using cell-free DNA,a breakthrough that has already transformed the lives of over half a million patients worldwide.

Our Impact

Unity Complete™ is the only non-invasive prenatal screen capable of assessing fetal risk for both common recessive conditions and aneuploidies from a single maternal blood sample.
Unity Confirm™ enables non-invasive confirmation for high-risk screening results through the capture of intact circulating fetal cells using BillionToOne's Fetal Cell Capture™ Technology.
Our Northstar® liquid biopsy test uniquely combines treatment selection with real-time monitoring, giving oncologists unprecedented precision in cancer care.

Our Growth

From $0 to $400M+ annualized revenue run-rate in just 6 years. In 2025, we completed one of the most successful IPOs for a medical diagnostics company, building on nearly $400M in private funding,including our $130M Series D in 2024 and backed by world-class investors including Hummingbird, Adams Street Partners, Neuberger Berman, Baillie Gifford, and Premji Invest.

Our Recognition

Forbes named us one of America's Best Startup Employers for 2025 and we're Great Place to Work certified, with 100% of our people willing to go the extra mile, even as we've scaled to over 700 employees.

Our Future

Headquartered in Menlo Park with facilities in Union City, CA, and a new lab opening in Austin, TX in 2027, we're continuing to push the boundaries of what's possible in molecular diagnostics. We're just getting started.

Ready to help us change the world, one molecule at a time? Learn more at billiontoone.com

Apply Now

Refine Your Search

client services associate jobs in pleasanton, ca

Client Services Associate I, Prenatal

Registered Client Service Associate

Client Services Associate I, Oncology

Client Associate

Client Service Associate

Wealth Management Client Associate

Associate, Client Advisory

Client Service Associate

Client Service Associate - Schultz Collins

Registered Client Service Associate

J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA

Client Advisor (Part-time), A|X Armani Exchange

Client Service Associate

Senior Client Relationship Associate - Walnut Creek / Menlo Park (onsite)

Private Wealth Management Senior Registered Client Service Associate

Client Service, Associate

Private Wealth Management Client Service Associate

Client Engagement Associate

Wealth Management Client Service Associate

Client Service Manager

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A Rare Opportunity to Shape the Future of Genomics

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