10,089 Financial Service jobs in the United States
Financial Service Professional
Posted 2 days ago
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Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products • Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Qualifications: • Relationship management skills are required • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required • Ability to successfully network to prospect new potential clients is a must Compensation: $59,000 - $6,000 • Compensation: $5 ,000- 76,000 per year #J-18808-Ljbffr
Financial Service Professional
Posted 4 days ago
Job Viewed
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as of 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see
Responsibilities
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
•Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor
•Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
•Develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances
Qualifications
•Must have effective relationship management skills
•Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
•Required to effectively network to identify potential new clients
Financial Service Analyst
Posted 10 days ago
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Job Description
Duration: 6 Months Contract with Possible extension Job Responsibilities: Manages daily operation of the Payment Plus virtual pay program. Conduct analysis and reporting to ensure the program is performing at an optimal level and determine areas of improvement. Assist with Payment Plus and Card Programs campaigns. Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation. Provides research on invoices/vouchers to resolve payment issues. Supports and collaborates with internal (various departments, procurement, and payable accounts) and external customers, communicates payment status, resolves issues, and provides guidance on disbursement-related inquiries. General administration for Corporate, Procurement Card programs, including process new card applications, maintenance, and ghost card reconciliation. Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse of the cards. Work with end users to determine needed system changes and translate the changes into coherent timing solutions. Provide continual training to end users to ensure they understand how to use the Corporate Card and Procurement Card programs and how to utilize the supporting system features to the fullest. Troubleshoot and provide solutions for any problem or bugs that arise in the system. Provides excellent customer service to departmental users and vendors. Ensure work queues are managed within Service Level Agreements (SLA). Creates and runs departmental reports or operational monitoring and ad-hoc reports for analysis. Other AP and Card Programs related duties as assigned. Experience: We are looking for someone at a senior level who comes with knowledge, great communicator (fluent in written & spoken English), self-learner, works well in a remote environment, and has strong Excel and problem-solving skills. Systems proficiency: online Accounts Payable system (e.g., PeopleSoft or other large ERP system) Proficient in Excel; Experience working with large data sets and reports with accuracy. Excellent written and verbal communication Strong attention to detail Strong analytical and reporting skills Good reading comprehension skills Ability to handle sensitive situations with tact Skills: Experience with financial records related to disbursements, including payment receipts, invoices, and other relevant documentation. Payment Plus virtual pay program. Education: University degree or college degree preferred About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr
Financial Service Analyst
Posted 1 day ago
Job Viewed
Job Description
+ Manages daily operation of the Payment Plus virtual pay program.
+ Conduct analysis and reporting to ensure the program is performing at an optimal level and determine areas of improvement.
+ Assist with Payment Plus and Card Programs campaigns.
+ Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Provides research on invoices/vouchers to resolve payment issues.
+ Supports and collaborates with internal (various departments, procurement, and payable accounts) and external customers, communicates payment status, resolves issues, and provides guidance on disbursement-related inquiries.
+ General administration for Corporate, Procurement Card programs, including process new card applications, maintenance, and ghost card reconciliation.
+ Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse of the cards.
+ Work with end users to determine needed system changes and translate the changes into coherent timing solutions.
+ Provide continual training to end users to ensure they understand how to use the Corporate Card and Procurement Card programs and how to utilize the supporting system features to the fullest.
+ Troubleshoot and proved solutions for any problem or bugs that arise in the system.
+ Provides excellent customer service to departmental users and vendors.
+ Ensure work queues are managed within Service Level Agreements (SLA).
+ Creates and runs departmental reports or operational monitoring and ad-hoc reports for analysis.
+ Other AP and Card Programs related duties as assigned.
**Experience:**
+ We are looking for someone at a senior level who comes with knowledge, great communicator (fluent in written & spoken English), self-learner, works well in a remote environment, and has strong Excel and problem-solving skills.
+ Systems proficiency: online Accounts Payable system (e.g, PeopleSoft or other large ERP system)
+ Proficient in Excel; Experience working with large data sets and reports with accuracy.
+ Excellent written and verbal communication
+ Strong attention to detail
+ Strong analytical and reporting skills
+ Good reading comprehension skills
+ Ability to handle sensitive situations with tact
**Skills:**
+ Experience with financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Payment Plus virtual pay program.
**Education:**
University degree or college degree preferred
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ( .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Service Associate II
Posted 1 day ago
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Job Description
In keeping with the PHC philosophy, the Financial Services Associate II serves as the liaison for patients and provides education to patients regarding insurance coverage and guidelines. The Financial Services Associate II will evaluate insurance options and clinical services to meet the needs of the patients. The Financial Services Associate II is responsible for the tracking of insurance requirements, ensuring accurate documentation of completed requirements in the patient record, pre-authorizations, complete the check out process with patients including cash collections, deposits and cash reconciliation. The role will promote quality, cost-effective outcomes, managing financial and clinical care needs through the continuum of care utilizing effective verbal and written communication skills. The Financial Services Associate II is responsible for facilitating a positive patient experience through coordination and advocacy in terms of obtaining financial clearance, required pre-certifications, authorizations and/or referrals, identifying eligibility for payment assistance programs and other interactions with the patient. The Financial Services Associate II will be responsible for pre-authorizations. PHC is committed to excellent patient care and service. We strive to develop cohesive teams where all levels of employees can work together. That being said, we have developed the job descriptions to define the primary tasks and responsibilities. However, it does not preclude all staff to support the functions of the entire clinic. Some PSA and FSAs may be asked to do work that is outside their daily assignments, especially when working in smaller locations or when trying to address staff vacancies. This team approach will support our goal of keeping the Patient as our focus.
**Qualifications**
+ 1 year experience as a FSA I or equivalent experience working in an outpatient/physician office environment including financial counseling , insurance verification and authorization.
+ Strong customer service skills.
+ Communicates effectively and works cooperatively with others.
+ Strong computer skills
+ Ability to prioritize multiple tasks
**Overview**
Dignity Health's Pacific Central Coast Health Centers (PHC) is a non-profit Community clinic organization comprised of more than 40 health centers located primarily from Ventura to Templeton, spanning the coast. Our experienced physicians and advanced practice providers offer a wide range of primary and specialty care services. PHC is a part of Dignity Health Central Coast's award-winning network of outstanding hospitals, imaging centers, laboratories, and post-acute services.
One Community. One Mission. One California ( Range**
$24.00 - $31.63 /hour
We are an equal opportunity/affirmative action employer.
Financial Service Sales Assistant
Posted 11 days ago
Job Viewed
Job Description
Wealth Management
Tacoma,
Washington
**Description**
**About Us:**
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.
**About the Role:**
Provide administrative & operational support for one or more Financial Advisor(s) and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction.
+ Provide variety of administrative support, which includes answering incoming calls, organizing filing systems, coordinating schedules and prepare correspondence and documents.
+ Relieve Financial Advisor(s) of a significant number of administrative details & duties.
+ Complete forms and process daily business as necessary. Send various forms to clients as requested and required.
+ Assist Financial Advisor with client support and time management.
+ Process confidential information
+ Open, maintain and service client accounts. Follow-up on missing paperwork. Process new accounts and files.
+ Perform daily business processing to include department mail & processing checks and securities.
+ Maintain client and mailing database. Update Financial Advisor's calendar.
+ Service clients through researching and resolving problems.
+ Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited decision-making investment decisions.
+ Coordinate and assist Financial Advisor(s) with client events by marketing, mailings, follow-up & assistance on day of event.
+ Work with Operation's Department for account maintenance and to initiate and update client instructions.
+ Complete department projects through detailed involvement.
+ Maintain client scanning system so records are accurate and complete.
+ Balance settlement account & review trade blotters.
+ Review and notify Financial Advisor(s) of new referrals.
+ Send wires as requested by Financial Advisor(s) and clients
+ Provide backup support to other Financial Assistants when necessary.
+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
+ Takes personal initiative and is a positive example for others to emulate.
+ Embraces our vision to become "Business Bank of Choice"
+ May perform other duties as assigned.
**About You:**
+ Bachelor's degree or equivalent experience
+ Minimum securities licensing of Series 7 & 63
+ A minimum of 2 years' experience as an assistant in the financial services industry or related field is required.
+ Must be familiar with investment concepts and terminology, including investment vehicles, transaction types, and securities clearing system.
+ Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
+ Must be a self-starter and work independently with initiative and limited supervision while working closely with clients and Financial Advisors.
+ Must be able to prioritize and effectively manage multiple tasks at once.
Job Location:This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:
Tacoma, WA
**Our Benefits:**
We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $20.00 - $30.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: (email protected)
**To Staffing and Recruiting Agencies:**
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Client Service Associate (Financial Services)
Posted 3 days ago
Job Viewed
Job Description
Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-service approach to securities and our expertise in tax-free municipal bonds. Join our dynamic client service team and become an integral part of our mission to provide the highest level of advice and support to our valued clients.
Why Hennion & Walsh?
- Unique Culture: We're not just a team; we're a family. Our success is rooted in a culture built on strong values, integrity, and a commitment to delivering exceptional service to our clients.
- Endless Opportunities: As a rapidly growing wealth management firm, your potential for internal growth and career development is limitless. We believe in fostering an environment where every team member can thrive.
Collectively with our other service team members, you'll engage in various service, operational, and administrative activities geared towards supporting our clients. Hennion & Walsh is dedicated to providing you with the tools and opportunities needed for success, while providing our clients the best client service.
Responsibilities
- Client Relationship Management: Assist in establishing and maintaining client relationships by processing requests, maintaining accounts, and promptly responding to inquiries.
- Operational Support: Provide administrative and operational support to financial advisors, including asset transfers, mail processing, money movement requests, estate paperwork and more.
- Communication Excellence: Answer client service calls daily, addressing general questions about accounts and paperwork. Prepare and send necessary documents and new account packages. .
- Team Collaboration: Work closely with all service team members, contributing to a collaborative and supportive work environment.
- Education: Bachelor's Degree preferred.
- Skills: Strong people skills, attention to detail, and a professional work ethic.
- Team Player: A true team player with the ability to handle multiple responsibilities and take initiative.
- Communication: Excellent verbal, written, and interpersonal communication skills.
- Technology: Proficiency in Microsoft Office (Word, Excel and Outlook)
- Experience: 1-3 years of financial service experience preferred
- Competitive compensation
- Open and supportive team-based environment
- Full medical and dental benefits
- 401(k) plan with company match
The base salary range for this position is $45,000-$60,000 per year. Please note this role requires in-person attendance.
Placement in the range will vary based on job responsibilities and scope, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position may also include other variable compensation and benefits including health benefits, 401(k) plan and paid time off.
Join us at Hennion & Walsh, where your dedication, skills, and passion for client service will be recognized and rewarded. Apply now and be a part of our success story!
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Customer Service Representative - Financial Services
Posted 8 days ago
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Job Description
You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
**What You'll be Doing**
Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
**During a Typical Day, You'll**
+ Answer questions about products via phone while providing website navigation support and assisting with the application process
+ Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request
+ Meet established goals for all performance metrics including call quality, productivity, and schedule adherence
+ Participate in projects or process improvements to drive operational excellence
**What You Bring to the Role**
+ 1 year of customer service experience
+ High school diploma or equivalent
+ Recognize, apply and explain your product or service knowledge
+ Computer experience
+ Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
**What You Can Expect**
+ Supportive of your career and professional development
+ An inclusive culture and community minded organization where giving back is encouraged
+ A global team of curious lifelong learners guided by our company values
+ Base wage of $19 per hour plus performance bonus opportunities
+ And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives
Visit for more information.
**A Bit More About Your Role**
We're committed to ensuring you have the skills and support to be successful in your role throughout your career. From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you. And we know that you bring with you the one necessary ingredient that can't be taught - a caring and supportive nature that will shine through as you help customers. Our TTEC community is here for you as one dynamic, global family.
You'll report to a Team lead. You'll contribute to the success of the customer experience and the overall success of the team.
**About TTEC**
Our business is about making customers happy. That's all we do. Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology. On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day. These exceptional customer experiences start with you.
TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.
**Job:** __Customer Care Representative_
**Title:** _Customer Service Representative - Financial Services_
**Location:** _NC-Concord_
**Requisition ID:** _045VF_
Director Patient Financial Service - Remote
Posted 1 day ago
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Job Description
This function is responsible for leading our Revenue Cycle Collection team and partnering with the external client assigned. You will be expected to manage impactful KPI's and metrics pertaining to this book of business. You will collaborate externally and internally to provide input to policies, systems, methods, and procedures for the effective management and collection activities. In this role, you will educate customers and partner with internal department regarding issues or concerns in achieving the goals and metrics. This role with be responsible for managing the preparation of reporting to internal partners and external clients on performance updates and actions taken to either maintain or improve performance.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.
**Primary Responsibilities:**
+ Provides leadership for RCM Collection efforts
+ Help drive process improvements resulting in performance improvement within RCM
+ Develop and Implement strategic plans to achieve goals and performance measures through cross function teams(including external client and internal partners)
+ Effectively communicate with external client leadership as well as internal SLT
+ Build & maintain deep relationships/partnerships with clients to ensure continuous improvement and growth
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required Qualifications:**
+ 9+ years of work experience in revenue cycle within a healthcare system, or related organization to include 5+ years of management experience
+ 5+ years of work experience in Denials Management and Accounts Receivable Management
+ 5+ years of experience in Revenue Cycle backend operations
+ 5+ years of management / leadership experience including managing people and fiscal budgets
+ 5+ years in review of account's receivables reporting, identifying operational opportunities and strategic planning.
+ 5+ years of experience supporting a health system (acute / ambulatory)
+ Demonstrated experience in navigating and working across multiple departments to develop, communicate, and support a company's short-term and long-term business objectives.
+ Ability to travel up to 50% of the time
**Preferred Qualifications:**
+ Experience working with matrixed leadership
+ Experience with practice management systems (i.e. MS4, Invision, EPIC, STAR, eFR)
+ Proven to possess personal qualities of integrity, credibility, and commitment to Optum's Vision and Values
+ Prvoven skilled in Denials Management
+ Proven ability to work with large data sets, extremely comfortable with Excel and its functions (basic and advanced)
**Skills:**
+ Knowledge of health care management, registration, billing and collection process for a solid revenue cycle
+ Understanding of payer policies, procedures, NCD's and LCD.s.
+ Proven to possesses the skills related to Denials Management, including but not limited to: payor authorizations/pre-certification and medical necessity justification
+ Demonstrated skills to effectively manage denials tracking, monitoring, trending and overturning denials to improve revenue cycle performance for both institutional and professional claims
+ Proven audits, monitors and trends denials and recoveries identifying performance and areas of opportunity including system, chargemaster, coding and manual input
+ Proven collaborate with key stakeholders identifying denial trends and process improvement opportunities, developing and applying process improvement methodologies in evaluating and improving appeal outcomes
+ Demonstrates ability to communicate with all levels of Hospital personnel and external clients
+ Demonstrates effective listening skills when working with individuals and/or group settings
+ Seeks opportunities to initiate and build relationship the team members and customers
+ Demonstrates leadership skills that influence others, fosters teamwork, creates a motivating environment, and coaches and develops staff
+ Proven excellent organizational skills with the ability to manage staff and projects in a fast paced environment
+ Demonstrates the ability to identify and articulate problems and suggest possible solutions
+ Possesses excellent tactical execution skills, proficiency in prioritizing and managing multiple tasks
+ Partner with enterprise operations leaders, recommend and implement changes to processes, tools and/or methodology to ensure continuous improvement in operational efficiency and quality of services being delivered while achieving operational budgets
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $110,200 to $188,800 annually based on full-time employment. We comply with all minimum wage laws as applicable.
**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._
_UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._
_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
Experienced Client Service Associate - Financial Services
Posted 4 days ago
Job Viewed
Job Description
Experienced Client Service Associate - Financial Services Experienced Client Service Associate - Financial Services 1 week ago Be among the first 25 applicants This range is provided by TalentLink Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $75,000.00/yr - $5,000.00/yr Additional compensation types Annual Bonus We are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to achieve this mission! We need an experienced professionalwho is ready to help us continue to grow. The Experienced Client Service Associate will be setting up new accounts, scheduling meetings, answering the phones along with many other things, while overall being a critical piece to the client experience. Being the primary operations person within our firm, tasks will include client-specific, account-specific, and general business functions. Outside of experience, you will have impeccable detail orientation abilities and an unwavering ability to figure things out, even with little to no direction. You're an administrative pro who wants to be more and do more. You’re organized, tech savvy and able to work independently while thoroughly enjoying being part of a team. You’re a go-getter when it comes to follow through and details rarely slip your grasp. You have an adept ability to prioritize and handle multiple tasks simultaneously and you take immense pride in your work. ESSENTIAL RESPONSIBILITIES: Process various client service items, including new accounts, withdrawals, beneficiary changes, etc. Prepare, organize, coordinate, and maintain all client paperwork Organize time: schedule appointments, maintain calendar, coordinate internally and externally, as needed Client meetings; prepare documents, notes, reports, and presentation materials as requested Follow up with clients verbally and in writing to obtain required information Maintain client records in database, including documentation of phone calls and conversations Generate various daily, weekly, monthly and annual reports Answer, screen, and route phone calls, assisting directly or taking messages as appropriate Communicate confidential client information professionally and discreetly Deliver superior client service – troubleshoot problems and serve as liaison between Advisor and Client Perform general office management and upkeep (supplies, tidying, etc.) Communicate with the broker/dealer, advisory firm and product firm contacts Maintain records, logs, and blotters Perform various miscellaneous tasks as assigned QUALIFICATIONS : 2-5+ years of experience supporting a financial advisor or similar setting required CRM Software / Database experience required (Example: Redtail, Constant Contact, OneHub, Salesforce, Etc.) Industry-specific software experience highly preferred (Example: E-Money, RetireUp, NetX360, Envestnet, etc.) Advanced Technology Skills and use of MS Office (Outlook, Word, Power Point, Excel, Etc.) FINRA Securities licensing or willingness to obtain (Example: SIE, Series 7, 66, 65 and/or 63) Highly organized, with an absolute attention to detail Excellent follow-through and communication regarding status of open items Client-first attitude: ability to interact with clients professionally and respond to clients in a timely manner Editing and writing skills to initiate, compose, format, proofread and carefully edit various documents Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues Ability to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutions Ability to work independently and in a team environment Must be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; Final job offer is dependent on successful completion and approval by the broker/dealer firm Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at TalentLink Solutions by 2x Inferred from the description for this job 401(k) Medical insurance Vision insurance Get notified when a new job is posted. 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