7,554 Business Associate jobs in the United States
Business Associate
Posted today
Job Viewed
Job Description
Position Summary : Responsible for reception, scheduling, patient registration, pre-certification of insurance benefits, and receipt of payments at time of service.
Position Requirements :
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High school diploma required, Associate's degree preferred.
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Bilingual (Spanish) abilities are highly desirable.
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Must have excellent oral communications in order to solicit information and provide financial counseling to patients and families.
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Prefer knowledge of medical terminology and insurance plan benefit structures.
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CPR required
RUSH salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects RUSH's anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case. Benefits can be found here .
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status and other legally protected characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting
Business Associate
Posted 2 days ago
Job Viewed
Job Description
- Collaborate with senior service leaders to identify opportunities to deliver greater effectiveness and efficiencies within their organization.
- Lead initiatives to improve client engagement and retention metrics.
- Leverage mathematical and analytical methods to develop creative approaches to solve complex problems.
- Perform retention and bright spot analysis to understand client behaviors in order to share recommendations that enhance how we provide value to our clients and therefore retention
- Manage change programs to ensure successful implementation of initiatives measuring impact and identifying opportunities to further improve.
- Create clear and compelling communications.
- Lead and be part of global teams.
- Bachelor's degree required; Focus in business preferred
- Passion/enthusiasm for client service and team management and leadership
- Proficient in Excel & PowerPoint
- Proven track record of high performance fueled by critical thinking, analytic and communications skills
- Intern / professional experience
- Ability to breakdown and solve problems through qualitative problem solving and analysis
- Comfortable with quantitative analysis and collaborating with peers
- Advantageous
- Background or interest in technology
- Volunteer / University society
- Ideally Club or society leader role (Captain, president, finance secretary etc) Multilingual (in EMEA)
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective insight, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we've grown to more than 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our sustained success creates limitless opportunities for you to grow professionally and flourish personally. We have a vast, virtually untapped market potential ahead of us, providing you with an exciting trajectory long into the future. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 62,000 USD - 87,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at +1 ( or by sending an email
Job Requisition ID:98865By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.
Gartner Applicant Privacy Link:
For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.
Business Associate
Posted 3 days ago
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Job Description
Join to apply for the Business Associate role at Insight Health Systems 3 weeks ago Be among the first 25 applicants Join to apply for the Business Associate role at Insight Health Systems Insight Health Systems provided pay range This range is provided by Insight Health Systems. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50,000.00/yr - $5,000.00/yr We Are Insight At Insight Hospital and Medical Center Chicago, we believe there is a better way to provide quality healthcare while achieving health equity. Our Chicago location looks forward to working closely with our neighbors and residents, to build a full-service community hospital in the Bronzeville area of Chicago; creating a comprehensive plan to increase services and meet community needs. With a growing team that is dedicated to delivering world-class service to everyone we meet, it is our mission to deliver the most compassionate, loving, expert, and impactful care in the world to our patients. Be a part of the Insight Chicago team that provides PATIENT CARE SECOND TO NONE! If you would like to be a part of our future team, please apply now! General Summary The Business Associate works collaboratively with members of the healthcare team to ensure the efficient and effective daily operation of the Doctors Office Center. The Business Associate provides fiscal responsibility, and operational efficiency and communication accountabilities with a commitment to excellence. The Business Associate collaborates with the healthcare team to promote total patient care. The Business Associate is responsible for ensuring compliance with organization-wide policies and procedures, as well as compliance with state and federal regulations. Quality management principles guide the execution of overall operations, including planning and development, evaluation of services and staff competencies. Adherence to the standards of best practice and productivity are essential. These duties are to be performed in a highly confidential manner, in accordance with the mission, values and behaviors of Insight Hospital and Medical Center. Employees are further expected to provide a high quality of care, service, and kindness toward all patients, staff, physicians, volunteers and guests. Description Duties and Responsibilities Establishes standards of best practice, including assessment, documentation, outcome evaluation, and ensures compliance with the same. Ensures practice standards are consistent with expectations of regulatory bodies Ensures that all policies are accurate and consistently applied. Prepares monthly and year-to-date productivity and volume reports. Demonstrates a strong ability to identify, analyze, and solve difficult problems Demonstrates ability to delegate and coordinate tasks. Analyzes financial statements, utilizing the information to make operational decisions Demonstrates a strong team player attitude while fostering team development, collaboration, and information sharing to achieve and integrate departmental objectives and institutional goals. Actively participates in the planning and development of inter/intra-departmental systems that promote efficient and quality based services. Provides hands-on leadership and demonstrates ability to lead and develop people. Projects organizational pride and works toward the achievement of customer satisfaction in all interactions. Collaborates with the healthcare team to promote total patient care, demonstrating commitment to the mission, vision, and values of Insight Hospital and Medical Center. Demonstrates a strong team player attitude while fostering team development, collaboration, and information sharing to achieve and integrate departmental objectives and institutional goals. Actively participates in the planning and development of inter/intra-departmental systems that promote efficient and quality based services. Hires, trains, supervises, evaluates, and disciplines all staff. Actively participates in the recruitment and interview of new personnel, striving to achieve the retention of qualified employees by providing them with ongoing training and timely feedback on performance. Provides education and development opportunities to all staff. Maintains competencies if required annually. Job Specifications Required Knowledge, Skills and Abilities Bachelor’s Degree required, Master’s Degree in Healthcare Administration (MHA) or Master of Business Administration (MBA) from an accredited college or university preferred. One to three years supervisory experience, preferably in an Ambulatory Care setting preferred. Knowledge of financial/budget preparation and knowledge of statistical management preferred. Knowledge of and experience with an electronic medical record preferred. Skill in exercising a high degree of initiative, judgment, discretion and decision-making, to achieve organizational objectives preferred. Demonstrate strong interpersonal and communication skills required. Must possess excellent organizational skills required. Strong knowledge of computer/word processing proficiency required. Demonstrate the ability to make maximum use of all resources. Excellent communication skills, both verbal and written. Develop a climate providing motivation, participation, and opportunities for employee initiative. Demonstrates ability to multi-task in a fast paced environment, paying close attention to detail. These duties are to be performed in a highly confidential manner, following the mission, values, and behaviors of Insight Hospital and Medical Center. Employees are further expected to provide a high quality of care, service, and kindness toward all patients, staff, physicians, volunteers, and guests. Insight Employees are required to be vaccinated for COVID-19 as a condition of employment, subject to accommodation for medical or sincerely held religious beliefs. Insight is an equal opportunity employer and values workplace diversity! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Administrative Industries Hospitals and Health Care Referrals increase your chances of interviewing at Insight Health Systems by 2x Sign in to set job alerts for “Business Associate” roles. 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Business Associate
Posted 5 days ago
Job Viewed
Job Description
Join to apply for the Business Associate role at Insight Health Systems 10 months ago Be among the first 25 applicants Join to apply for the Business Associate role at Insight Health Systems Get AI-powered advice on this job and more exclusive features. Insight Health Systems provided pay range This range is provided by Insight Health Systems. Your actual pay will be based on your skills and experience - talk with your recruiter to learn more. Base pay range $50,000.00/yr - $5,000.00/yr WE ARE INSIGHT: At Insight Hospital and Medical Center Chicago, we believe there is a better way to provide quality healthcare while achieving health equity. Our Chicago location looks forward to working closely with our neighbors and residents, to build a full-service community hospital in the Bronzeville area of Chicago; creating a comprehensive plan to increase services and meet community needs. With a growing team that is dedicated to delivering world-class service to everyone we meet, it is our mission to deliver the most compassionate, loving, expert, and impactful care in the world to our patients. Be a part of the Insight Chicago team that provides PATIENT CARE SECOND TO NONE! If you would like to be a part of our future team, please apply now! General Summary The Business Associate works collaboratively with members of the healthcare team to ensure the efficient and effective daily operation of the Doctors Office Center. The Business Associate provides fiscal responsibility, and operational efficiency and communication accountabilities with a commitment to excellence. The Business Associate collaborates with the healthcare team to promote total patient care. The Business Associate is responsible for ensuring compliance with organization-wide policies and procedures, as well as compliance with state and federal regulations. Quality management principles guide the execution of overall operations, including planning and development, evaluation of services and staff competencies. Adherence to the standards of best practice and productivity are essential. These duties are to be performed in a highly confidential manner, in accordance with the mission, values and behaviors of Insight Hospital and Medical Center. Employees are further expected to provide a high quality of care, service, and kindness toward all patients, staff, physicians, volunteers and guests. DESCRIPTION: Duties And Responsibilities Establishes standards of best practice, including assessment, documentation, outcome evaluation, and ensures compliance with the same. Ensures practice standards are consistent with expectations of regulatory bodies Ensures that all policies are accurate and consistently applied. Prepares monthly and year-to-date productivity and volume reports. Demonstrates a strong ability to identify, analyze, and solve difficult problems Demonstrates ability to delegate and coordinate tasks. Analyzes financial statements, utilizing the information to make operational decisions Demonstrates a strong team player attitude while fostering team development, collaboration, and information sharing to achieve and integrate departmental objectives and institutional goals. Actively participates in the planning and development of inter/intra-departmental systems that promote efficient and quality based services. Provides hands-on leadership and demonstrates ability to lead and develop people. Projects organizational pride and works toward the achievement of customer satisfaction in all interactions. Collaborates with the healthcare team to promote total patient care, demonstrating commitment to the mission, vision, and values of Insight Hospital and Medical Center. Demonstrates a strong team player attitude while fostering team development, collaboration, and information sharing to achieve and integrate departmental objectives and institutional goals. Actively participates in the planning and development of inter/intra-departmental systems that promote efficient and quality based services. Hires, trains, supervises, evaluates, and disciplines all staff. Actively participates in the recruitment and interview of new personnel, striving to achieve the retention of qualified employees by providing them with ongoing training and timely feedback on performance. Provides education and development opportunities to all staff. Maintains competencies if required annually. JOB SPECIFICATIONS: Required Knowledge, Skills And Abilities Bachelor's Degree required, Master's Degree in Healthcare Administration (MHA) or Master of Business Administration (MBA) from an accredited college or university preferred. One to three years supervisory experience, preferably in an Ambulatory Care setting preferred. Knowledge of financial/budget preparation and knowledge of statistical management preferred. Knowledge of and experience with an electronic medical record preferred. Skill in exercising a high degree of initiative, judgment, discretion and decision-making, to achieve organizational objectives preferred. Demonstrate strong interpersonal and communication skills required. Must possess excellent organizational skills required. Strong knowledge of computer/word processing proficiency required. Demonstrate the ability to make maximum use of all resources. Excellent communication skills, both verbal and written. Develop a climate providing motivation, participation, and opportunities for employee initiative. Demonstrates ability to multi-task in a fast paced environment, paying close attention to detail. These duties are to be performed in a highly confidential manner, following the mission, values, and behaviors of Insight Hospital and Medical Center. Employees are further expected to provide a high quality of care, service, and kindness toward all patients, staff, physicians, volunteers, and guests. Insight Employees are required to be vaccinated for COVID-19 as a condition of employment, subject to accommodation for medical or sincerely held religious beliefs. Insight is an equal opportunity employer and values workplace diversity! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Administrative Industries Hospitals and Health Care Referrals increase your chances of interviewing at Insight Health Systems by 2x Get notified about new Business Associate jobs in Chicago, IL . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Business Associate
Posted 5 days ago
Job Viewed
Job Description
We're Changing Lives. Come Join Our Team!
SC Dental Sleep & TMJ is a progressive dental specialty practice seeking someone who is looking to use their skills and talents to make a difference in people's lives.
We're a growing practice, with a different philosophy than most. For us, it's ALWAYS about how our TEAM can help more people.
Success at this position results in happy patients, happy referrers, and happy team members.
Candidates should be people helpers, have excellent communications skills, be computer literate and familiar with medical terminology.
Responsibilities include:
- Opening the office
- Preparing for morning huddle
- Managing the schedule
- Taking phone calls
- Collecting patient, referral and insurance information
- Confirming insurance and physician data
- Entering data into the practice management system
- Greeting patients
- Scheduling appointments
- Collecting money
- Posting collections
- Communicating with patients and referring offices
- Running reports
- Managing incoming and outgoing Mail and packages
- Helping fellow teammates when necessary
- Closing the office.
Schedule: Monday-Thursday 8am - 4pm. Friday 8am - 2pm.
Experience in a medical practice is preferred. Prefer experience working front office.
Position reports to the Practice Manager.
Business Associate
Posted 9 days ago
Job Viewed
Job Description
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. The Talent Management Division is currently seeking a Business Associate.
Job Description
CCG Business Solutions is currently seeking for associates to join our business transactions and litigation teams. The ideal candidates would have at least two years of experience working in the respective practice area and should be a licensed Indiana attorney in good standing. Candidates should have superior analytical, writing and communication skills, as well as be able to multi-task and be capable of working under pressure.
These roles will have the opportunity to work for clients of all sizes, from small- medium and family-owned businesses to Fortune 500 companies. The attorneys selected will also be able to work on substantive and impactful work. The litigation candidate will manage and lead litigation cases and will be encouraged to litigate cases in the courtroom when the opportunity is present. The business transactions candidate will have the opportunity to work on challenging and significant merger and acquisition assignments as well as general business work.
Qualifications
- Minimum of two years of experience working in the respective practice area and should be a licensed Indiana attorney in good standing.
Additional Information
Employee benefits
Employee benefits offered to full-time associates (subject to plan eligibility requirements) include the following:
Medical insurance
Provided to you and your dependents, subject to applicable premiums, deductibles, and co-pays. Health insurance coverage begins on the first day of the month following your employment.
Health savings account
Associates may establish these accounts to reimburse medical expenses not covered by the firm's health insurance plan.
Retirement plan
Enrollment takes place on the first day of the month following the associate's starting date. The firm makes a contribution to a participating associate's retirement account equal to 8% of the associate's salary, regardless of the percentage contributed by the associate. The associate may also choose to make additional voluntary pre-tax contributions to the plan.
Term life and accidental death and dismemberment insurance
The term life insurance coverage currently offered is equal to approximately five times the associate's annual salary.
Long-term disability plan
Long-term disability coverage currently provides replacement income equal to 60% of the associate's monthly salary.
Association Dues
The firm pays for each associate's Allen County Bar Association dues, as well as the Indiana Supreme Court Disciplinary dues.
Paid continuing legal education courses
The firm pays expenses or reimburses associates for approved continuing legal education courses.
Professional liability insurance
The firm provides attorneys with professional liability insurance and reimbursement for a personal umbrella liability insurance policy.
Wellness
The firm offers a variety of wellness programs, including an exercise and fitness facility located at the firm and counseling for attorneys and their families.
Business Associate
Posted 16 days ago
Job Viewed
Job Description
Job Description:
We are seeking a motivated and enthusiastic Junior Business Associate to join our team. The ideal candidate will have a passion for business and a desire to learn and grow within our organization. As a Junior Business Associate, you will work closely with senior team members to support various aspects of our business operations and contribute to the achievement of our company's goals.
Responsibilities:
- Assist in market research and analysis to identify potential business opportunities and trends.
- Support the development and implementation of business strategies and initiatives.
- Prepare reports, presentations, and other documents for internal and external stakeholders.
- Collect and analyze financial data to assist in inform decision-making.
- Collaborate with cross-functional teams to execute projects and initiatives effectively.
- Provide administrative support as needed, including, organizing and reviewing files, and managing correspondence.
Requirements:
- Associates or Bachelors Degree
- Strong analytical and critical thinking skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
- Ability to work independently and as part of a team.
- Eagerness to learn and adapt to new challenges and responsibilities.
- Prior internship or work experience in a business-related role is a plus.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
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Business Associate
Posted 16 days ago
Job Viewed
Job Description
The Bank of Tioga , affiliate of TS Banking Group, is seeking to hire a Business Associate . This position is primarily responsible for supporting the team of Business Banking Officers with prospecting, sales and client onboarding in addition to expanding and retaining long-term client relationships by providing exemplary levels of client experience. As part of the sales team, the Associate serves as a critical cornerstone to enhance the client experience. The Business Associate is responsible for assisting in the process of deepening existing relationships and developing new business opportunities by serving as the client's trusted primary point of contact. In addition to assisting the Business Banking Officers with successfully onboarding new business clients and maintaining appropriate documentation and client credentials.
Education and/or experience preferred includes: Possess a high school diploma or GED certification required. Additional post high school education and/or training is preferred. Five plus years of work experience in a financial institution as a Personal Banker/Universal Banker. Knowledge of account opening and lending is preferred. Possess or obtain Notary Certification within three months of appointment. Prior sales experience a plus.
Location: Tioga, ND
Experience and Skills
- Work collaboratively with the sales team in all aspects of the sales cycle, to optimize sales closings
- Provide after-sales support and remain in contact with key customers
- Build relationships as part of a coordinated sales strategy
- Work with the sales team to keep up to date on the trends and needs of the customers
- Support Business Banking Officers in sourcing, securing, developing, and retaining profitable banking relationships within the assigned region.
- Works with Business Banking Officers to on board new clients by gathering required information and input into the system of record.
- Act as key liaison for Business Banking Officers and clients for internal and customer inquiries.
- Support staff role that helps manage the day-to-day needs of our business clients, prospects and business banking team. Assisting with various tasks within the loan onboarding and/or maintenance process.
- Provides client service support by handling daily calls to resolve problems or inquiries.
- Independently and proactively handles client issues, monitors overdrafts, past due items.
- Helps with account opening and loan bookings. Onboarding, due diligence etc.
- Verify and inspect loan documents and client credentials to guarantee all compliance standards are satisfied.
- Tracks compliance issues and reports/escalates issues for resolution as needed to appropriate personnel.
- Responsible for preparation of various reports for management, as requested.
- Provide exceptional client service through quality conversations, efficient and accurate processing of client transactions and adhering to all service level agreements.
- Assist in selling, opening, and maintaining all personal banking products and services to new and existing clients, by highlighting features and benefits of bank products and cross sell/referrals to other TS Banking Group areas including commercial and small business lending and wealth management and trust.
- Answer client questions and handle objections during the sales process; diplomatically handle dissatisfied clients by providing exceptional client service
- Perform both account opening and transactional processes in the delivery of efficient, accurate and professional service that defines exceptional client service and reputation
- Knowledgeable in BSA requirements including CTR transactions, monetary instrument log and detecting/reporting suspicious/unusual activity
- Provide awareness of all banking products and services via outbound communication and interaction with current and prospective clients. Make appropriate referrals and possesses a thorough knowledge of TS Banking Group products and services. Gathers and organize client information based on referrals; answer questions regarding same; make follow-up calls; use CRM system to prepare and proceed with the next steps in referral process (current and prospective clientele); provide feedback to supervisor and affected bank personnel.
- Protect TS Banking Group financial interests and reputation by complying with internal and external policies, procedures and regulations.
- Proficient in deposit compliance disclosures. Comply with all banking regulations, policies and procedures.
- Ability to perform all other duties as assigned.
- Comply with all banking and company regulations, policies, and procedures.
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.
- To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
- Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.
Competitive benefits package:
- Health and dental insurance
- Life insurance package
- Generous PTO and holiday package
- 401K contribution and match
- Professional development expense allowance
- Gym membership reimbursement
- Tuition reimbursement
- Paid volunteer time off (VTO)
- Wellness program
Business Associate
Posted 16 days ago
Job Viewed
Job Description
Come find your home with us! We are seeking a Business Associate that is passionate about customer service and being their best self!
What will you do?
As a Business Associate with our organization you will be responsible for providing our patients with a high-level experience in our office and on the phone. You may find yourself in our Phone Center handling patient inquiries, on the Front Desk in the Check-In role greeting patients and making our first impression stellar, or on the Front Desk in the Check-Out role working with patients in creating a plan for future treatment and handling finances.
Why work with us?
Our organization strives to provide more than just a job. We want our team to find a career with us and use it as a platform to pursue their passion and their purpose. We will challenge you to be a better provider and a better person while investing in your growth through coaching, training, and continuing education. Our focus is driving positive impact for our patients, our team, and our community.
The Details.
Our Business Associate typically work five 9-hour shifts (with lunch) each week. Our late evening shifts are limited.
Our team serves in both our Cambridge and Easton locations providing the opportunity to work in each office a day or two a week.
We prefer to hire team members to full time positions, providing a singular home for your career.
As a result of our desire to be a complete employer, benefits are important to us and we provide Health Insurance, 401(k), Paid Sick Time, Paid Vacation Time, Paid Holidays, and of course Dental Service.
Compensation for our Business Associates is two-fold, with an hourly wage and a lucrative incentive package that allows our Business Associate to meet and exceed their income goals.
The Requirements.
A High School Diploma or GED
Outstanding Customer Service Skills
Business Associate
Posted 16 days ago
Job Viewed
Job Description
Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated and detail-oriented Associate to support initiatives focused on process improvement, operational excellence, and business innovation. This individual will play a key role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by bridging the gap between client-facing teams, technology, operations, legal and compliance. The role requires strong analytical and presentation skills, critical thinking, and the ability to connect dots across workflows and systems.
The Associate will work closely with 45 teams across Portfolio Management, Wealth Advisory, and the Trust Company, contributing to the continuous improvement of systems, processes, and business objectives implementation.
Key Responsibilities:
This high-impact role requires a candidate to function as a solutions-driven problem solver, a change agent, and a collaborative partner, with a keen focus on driving innovation and efficiency within Private Wealth.
- Own the Process, Enhance Efficiency and Drive Innovation:
- Identify and address deficiencies and re-engineering opportunities in business processes.
- Gather, analyze and document current and future state business process flows, contribute to the analysis of requirements.
- Propose innovative ideas for process improvement and business enhancement.
- Master technology platforms and collaborate with business users to prioritize enhancements.
- Participate/Lead user acceptance and pilot testing of new applications and systems.
- Be a Change Agent:
- Assist in designing and developing change management and training programs.
- Conduct training sessions for system implementations, enhancements, and project initiatives.
- Develop stakeholder engagement, communication, and training strategies for successful adoption of systems and processes.
- Problem-Solve with Precision and Deliver Insights:
- Analyze data exceptions and identify root causes to recommend system enhancements.
- Engage in operational activities involving implementing controls, approvals, enhanced reporting and ad-hoc projects.
- Collaborate Across Teams:
- Act as a business liaison between client-facing PW Teams, Technology, Operations, and Legal & Compliance.
- Build strong understanding of functions, systems, and processes across the PW business.
- Proven academic and professional success.
- Bachelor's degree in Business Administration, Finance, Operations Management, or a related field. Advanced degree or certifications such as Lean Six Sigma, PMP, or similar a plus.
- 2-5 years of financial services experience, preferably in Private Wealth, investment advisory, or asset management settings.
- Self-motivated and curious, with the ability to adapt to ambiguity and change.
- Confidence in collaborating with teams across the PW business.
- Strong analytical skills, attention to detail, organizational skills, and stakeholder engagement.
- Capability to manage projects independently and collaboratively.
- Innovative approach to presentations, communications, and business initiatives.
- Experience documenting process flows, business requirements, and implementing programs.
- Advanced proficiency in Tableau, PowerPoint, and Excel (e.g., VLOOKUP, Pivot Tables).
- Ability to work with large datasets to identify patterns, correlations, and create visuals.
- Impeccable integrity and high ethical standards.
- Familiarity with Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus.
- Series 7 and 66 licenses are a plus (or willingness to obtain).
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Compensation Details
The salary range for this role is $70,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
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