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Associate Financial Representative Jobs in Rochester, NY

Access Associate

Rochester, NY · On-site

$17.85 - $19.50/hr

... patient and/or their representative with regards to their financial assistance needs ... Associates Degree preferred. * 1 year of customer service experience preferred. * Intermediate ...

The physical demands described here are representative of those that must be met by an employee to ... Possession of an Associate Degree or higher in accounting, business administration, math or related ...

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How much do associate financial representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for associate financial representative in Rochester, NY is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $25.38 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an Associate Financial Representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an Associate Financial Representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are Associate Financial Representatives?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are popular job titles related to Associate Financial Representative jobs in Rochester, NY? For Associate Financial Representative jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Rochester, NY look for? The top searched job categories for Associate Financial Representative jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Associate Financial Representative jobs? Cities near Rochester, NY with the most Associate Financial Representative job openings:
Pt Self-Pay Resoltn Ctr Rep II

Pt Self-Pay Resoltn Ctr Rep II

University of Rochester

Rochester, NY • On-site

$19.08 - $25.77/hr

Full-time

Posted 26 days ago


University Of Rochester rating

8.3

Company rating: 8.3 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

95th of 535 rated colleges and universities


Job description

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

905 Elmgrove Rd, Rochester, New York, United States of America, 14624

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

910401 Patient Self-Pay Services

Work Shift:

UR - Day (United States of America)

Range:

UR URCC 204 H

Compensation Range:

$19.08 - $25.77

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE
The Patient Financial Representative performs the functions of Patient Account Management for individuals receiving care from the University of Rochester Medical Center (URMC), Highland Hospital (HH), and University of Rochester Medical Facility Group (URMFG). The Patient Financial Representative responds to patients' inquiries via telephone, MyChart, mail, email, and fax, concerning, but not limited to, billing issues, claim payments, contract benefits, and medical billing in accordance with HIPAA, Third Party Billing rules and regulations, and the Fair Credit Debt Collection Practices Act. The Patient Financial Representative acts with compassion and empathy, exercises tact, patience, and professionalism at all times in responding to internal/external customers. Acts as a liaison among the customers, business partners, and plans in a professional, self-directed manner to ensure and promote customer satisfaction and retention.

ESSENTIAL FUNCTIONS

With general direction of the Patient Services Management Team and with latitude for initiative and judgment:

Patient Inquiries:

  • Researches, interprets and responds to inquiries from internal and external customers concerning unresolved patient billing issues, outstanding balances as a result of statements sent within the billing systems (EPIC, Flowcast, and HBOC) utilizing reference materials and available resources.
  • Resolves customer inquiries in an accurate, organized, efficient, timely, and expert manner, resulting in acceptable accuracy, production levels, and retention of patient services.
  • Consistently adheres to all Patient Service policies, procedures, and performance measures including inquiry documentation procedures.
  • Maintains performance and quality standards based on established call center metrics including turn-around times.
  • Initiates insurance billing either electronically or via the use of the Electronic Work file transfer process within the billing systems for accounts classified as Self-Pay in error.
  • Identifies and verifies coverage under the government health insurance programs.
  • Secures revenue for URMC, HH, and URMFG by advising customers about insurance and payment options.
  • Creates budget installment payment plans for those customers in need.
  • Identifies patterns generated by external and internal activity impacting customer satisfaction.
  • Uses best judgment under set procedures, alert management regarding issues not completed within specified timeframes.
  • Participates in training to learn regulations, systems, procedures, develop skills and initiate actions to accurately fulfill all requirements of the job.
  • Safeguards member privacy in accordance with the corporate privacy policies and procedures.
  • Performs other related duties as assigned.

REQUIREMENTS

Knowledge and Experience:

  • Associate's degree and 2 years of relevant experience required.
    • Or
  • Equivalent combination of education and experience.

Preferred Qualifications:

  • Proven and effective diplomatic communicator demonstrated by the ability to consistently present and express oral and written information in an organized, understandable, complete, and concise manner.
  • Strong organizational skills, reasoning, and problem-solving skills.
  • Ability to multi-task in order to efficiently resolve customer concerns, by actively listening to the customer, navigating multiple programs and applications at the same time, typing call documentation, and speaking to the customer simultaneously.
  • Ability to prioritize tasks and work in fast paced environment.
  • Ability to work effectively as a member of a team.
  • Excellent computer skills. Proficient at instant messaging and text messaging technology.

Expectations:

  • Consistently demonstrate high standards of integrity by supporting the URMC's values, and adhering to the Corporate Code of Conduct, and ICARE Philosophy of Care.
  • Ability to remain professional and focused under multiple pressures and demands.
  • Actively participate in and contribute to the daily operations of the Patient Services Department by identifying improvements to processes, services, and the patient experience.
  • Reliable attendance.

Professional Competencies:

  • Customer Focus
  • Active Listening and Empathy
  • Excellent Oral/Written Communication
  • Proactive
  • Detail-Orientation
  • Problem Solving/Organizational Skills
  • Teamwork Orientation

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status,or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.


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