106 Broadridge jobs in Hauppauge
Manager, International Tax (Investment Management)
Posted today
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Job Description
What You'll Do
As a Manager, you will work within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance services to various client types on the tax implications of their inbound and outbound structures and investments. You will identify basic, and some complex, tax issues and provide tax analysis and recommendations for these entities and their affiliates.
Responsibilities Will Include
+ Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
+ Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
+ Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
+ Taking on lead client-contact roles
+ Billing and profitability analysis on engagements
+ Involvement in marketplace eminence building and pursuits
+ Providing leadership, counseling, and career guidance for the development and motivation of the engagement team
+ Supervising Senior and Tax Consultants
The Team
As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
Required:
+ 5+ years of experience providing tax planning and/or compliance services.
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
+ Bachelor's degree in accounting, finance or other business-related field
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
Preferred:
+ Experience participating in strategic planning initiatives
+ Focus on partnership, funds, and/or international taxation
+ Strong verbal and written communication skills
+ Experience working in a fast-paced, team environment
+ Strong research and verbal and written communication skills
+ Previous Big 4 experience
+ Strong executive presence
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $107,100 to $235,300.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Senior, International Tax (Investment Management)
Posted today
Job Viewed
Job Description
What You'll Do
As a Tax Senior Consultant, you will work within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance services to various client types on the tax implications of their inbound and outbound structures and investments. You will identify basic, and some complex, tax issues and provide tax analysis and recommendations for these entities and their affiliates. Additional responsibilities will include:
+ Preparing and reviewing work papers, allocations, and tax returns for partnerships and corporations.
+ Researching and preparing materials for consulting projects related to tax planning considerations, such as structure reports, transaction step plans and memoranda.
+ Assisting with developing complex tax projection calculations and models to analyze tax structuring alternatives and planning opportunities.
+ Utilizing proprietary technologies to assist clients in streamlining their tax compliance processes and filing obligations.
+ Supervising less experienced tax consultants.
The Team
As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications
Required:
+ 3+ years of experience providing tax planning and/or compliance services
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
+ Bachelor's degree in accounting, finance or other business-related field
+ Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, in process, or willing able to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
Preferred:
+ Previous Big 4 experience
+ Experience with partnership, funds, and/or international taxation
+ Experience working in a fast-paced, team environment
+ Strong verbal and written communication skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $73,500 to $161,200.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Corporate Associate Investment Management / Funds (Stamford)
Posted today
Job Viewed
Job Description
Company name
BCG Attorney Search
Experience
2-10 yrs required
Location
Stamford, CT, United States
Posted on
Aug 04, 2025
Valid Through
Sep 03, 2025
Profile
Job OverviewA law firm seeks a Corporate Associate with 3-5 years of investment management and corporate transactional experience to join their team in Stamford, CT. The role involves working on investment management and private funds, including regulatory matters and fund formation.
Duties- Draft sophisticated investment management and fund-related documents.
- Advise investment managers on regulatory compliance obligations.
- Negotiate and document strategic joint ventures and financings.
- Represent family offices and institutional investors.
- 3-5 years of investment management and private fund formation experience.
- Excellent technical, professional, and client service skills.
- Strong written and verbal communication skills.
- Team-oriented with a focus on collaboration.
- Effective problem-solving capabilities and ability to work independently.
- Bar admission in good standing in the jurisdiction of practice.
- Juris Doctor (JD) degree.
- Bar admission in relevant jurisdiction.
- Experience with investment management and sub-advisory agreements.
- Proficiency in preparing private placement memoranda and related documents.
- Ability to develop creative solutions to meet client needs.
- Hybrid work environment with remote work options.
Company info
BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (
Fax : (
Senior Corporate Counsel - US Investment Management (Stamford)
Posted today
Job Viewed
Job Description
At Franklin Templeton, were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
What is Franklin Templetons Legal Department responsible for?The Legal team provides practical legal advice and service to the broader organization by reviewing and analyzing the laws and regulations of the legal jurisdictions in which Franklin Templeton operates. Our in-house corporate attorneys interpret these laws and regulations and advise the business on actions required to comply with legal and regulatory obligations. They also guide the business on appropriate courses of action to minimize risk from financial or reputational loss.
Were seeking an Investment Management Attorney to be based in Boston, MA, Fort Lauderdale, FL, New York, NY, Pasadena or San Mateo, CA, Stamford, CT, or Washington, D.C. While this position reports to a supervisor in our Ft. Lauderdale office, you will work closely with attorneys and other team members located in each of the other offices listed and across the broader Franklin Templeton organization.
What is the Senior Corporate Counsel US Investment Management role responsible for?The Senior Corporate Counsel will be a part of the U.S. legal team providing regulatory and legal support for Franklin Templetons U.S. investment management business, including mutual funds, interval and exchange-listed closed-end funds, and ETFs.
What are the ongoing responsibilities of the Senior Attorney?Advise and counsel Franklin Templeton funds, investment advisers and management teams on regulatory and legal issues arising under the Investment Company Act, Investment Advisers Act, Securities Exchange Act, Securities Act and other relevant laws and regulations with respect to the management, operations and distribution of registered funds and advisory services.
Provide legal support for special projects, including product development and launch of new funds and investment products, enhancing retail access to alternative investments and other strategic initiatives for Franklin Templeton.
Support open-end and closed-end registered investment companies, including mutual funds, exchange-listed closed-end funds, tender offer funds, interval funds, and ETFs. Responsibilities include drafting and reviewing fund board materials, registration statements, shareholder reports, proxy statements, fund-related marketing materials, service provider and other agreements, and legal memoranda.
Support corporate governance matters for boards overseeing U.S. registered funds.
Participate in industry advocacy relating to investment management matters.
JD and license to practice law in the U.S. (with state bar membership or certification as Registered In-House Counsel).
A minimum of 8 years of experience in the US-regulated investment management area with the SEC, a law firm, an investment management firm, or an industry trade group.
Acumen and practice with laws and regulations under the Investment Company Act, Investment Advisers Act, Securities Exchange Act, the Securities Act, the federal banking laws and CFTC laws and regulations.
Strong grasp of the financial regulatory and policy issues associated with the investment management business.
Knowledge and experience with the formation and ongoing support and growth of investment vehicles, including mutual funds, exchange-listed closed-end funds, tender offer funds, interval funds, and ETFs
Competency and familiarity in funds offering alternative strategies, including private credit and equity, real estate debt and equity, co-investments and secondaries, and infrastructure, is desired.
A self-directed individual with a high degree of attention to detail, initiative, ability to multi-task and prioritize, coupled with superior oral and written communication skills.
Ability to establish and maintain collaborative working relationships with other members of the FT legal team, FT compliance, FT management, the staff of the SEC and other regulators and the staff of industry trade groups.
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.We expect the salary for this position to range between $200,000.00 - $250,000.00.
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
We are committed to fostering a respectful, safe and inclusive environment for all applicants and existing employees. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other status protected by federal, state or local law, ordinance or regulation
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Casey Quirk Investment & Wealth Management Insights Senior Manager
Posted today
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Job Description
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.
The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.
Recruiting for this role ends on 9/30/2025.
Work You'll Do
As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:
+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.
+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.
+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.
+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.
+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.
+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.
+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity
+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.
+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.
The Team
Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.
CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.
Qualifications
Required:
+ 8+ years of professional experience in investment management and/or wealth management
+ 8+ years of professional experience in market research and consulting
+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector
+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently
+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms
+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements
+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives
+ Bachelor's degree in Finance, Economics, or related discipline
+ Live within commuting distance to one of Deloitte's consulting offices
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred:
+ MBA or Master's degree in Finance, Economics, or related discipline
+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs
+ Ability to translate complex data and insights into clear, concise narratives for broad audiences
+ Strong network of contacts in the investment or wealth management ecosystem
+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
J.P. Morgan Wealth Management - Private Client Investment Associate
Posted today
Job Viewed
Job Description
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
**Job responsibilities**
+ Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
+ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
+ Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
+ Prioritize daily work, track progress for current work, and consistently meet deadlines
+ Maintain and foster team culture
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
+ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Lake Grove,NY $26.49 - $7.50 / hour; East Meadow,NY 26.49 - 37.50 / hour; Commack,NY 26.49 - 37.50 / hour; Manhasset,NY 26.49 - 37.50 / hour
J.P. Morgan Wealth Management - Private Client Investment Associate
Posted 3 days ago
Job Viewed
Job Description
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Required qualifications, capabilities, and skills
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Lake Grove,NY $26.49 - $7.50 / hour; East Meadow,NY 26.49 - 37.50 / hour; Commack,NY 26.49 - 37.50 / hour; Manhasset,NY 26.49 - 37.50 / hour; Long Island City,NY 26.49 - 37.50 / hour
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Financial Services Representative
Posted 2 days ago
Job Viewed
Job Description
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
Financial Services Representative
Posted 3 days ago
Job Viewed
Job Description
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
+ Sunday-Thursday 10am-6pm
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
Financial Services Representative
Posted 10 days ago
Job Viewed
Job Description
Job Description
Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log.
Job Responsibility
+ Interviews patients to obtain necessary financial and insurance information.
+ Verifies patients insurance and collects additional insurance such as No Fault and Workers Compensation.
+ Performs financial assessment of patients; refers potential Medicaid cases to Medicaid Investigator.
+ Gathers documentation and assists in the completion of the Financial Assistance Program (FAU) application process.
+ Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.
+ Establishes patients' pro-rated financial obligations and sets-up payment arrangements/contracts.
+ Follows up on scheduled payments via mail and telephone.
+ Processes applications for Section 1011, where applicable.
+ Maintains daily work log of payments collected.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ High School Diploma or equivalent required.
+ 1-3 years of relevant experience, required.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $34,820-$51,950/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.