Position requires the individual to maintain a high awareness of Service Excellence representing "I ... Associate degree preferred. EXPERIENCE Two (2) to three (3) years' work experience in a customer ...
Position requires the individual to maintain a high awareness of Service Excellence representing "I ... Associate degree preferred. EXPERIENCE Two (2) to three (3) years' work experience in a customer ...
Associate's degree preferred. * Experience Preferred: Healthcare experience preferred. Knowledge ... As a first line representative of CT Children's, this person must have the ability to deal ...
Associate's degree preferred. * Experience Preferred: Healthcare experience preferred. Knowledge ... As a first line representative of CT Children's, this person must have the ability to deal ...
Associate's degree preferred. * Experience Preferred: Healthcare experience preferred. Knowledge ... As a first line representative of CT Children's, this person must have the ability to deal ...
Associate's degree preferred. * Experience Preferred: Healthcare experience preferred. Knowledge ... As a first line representative of CT Children's, this person must have the ability to deal ...
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. • 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. • 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. · 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Quick apply
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. · 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. · 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Customer Service Representative
Middletown, CT · On-site
$19.50/hr
Bachelor's degree in Business, Finance, or related field preferred. · 1+ years of procurement ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...
Sales Representative BC -New Haven, CT
New Haven, CT · On-site +1
We connect financial institutions, corporations, merchants, and consumers to one another millions ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
Sales Representative BC -New Haven, CT
New Haven, CT · On-site +1
We connect financial institutions, corporations, merchants, and consumers to one another millions ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...
Claims Representative - CH09CN We're determined to make a difference and are proud to be an ... Handle a high volume of claims, with a focus on financial accuracy, appropriate file disposition ...
Claims Representative - CH09CN We're determined to make a difference and are proud to be an ... Handle a high volume of claims, with a focus on financial accuracy, appropriate file disposition ...
Associate, Claims Representative - Complex Claims Unit
Hartford, CT · On-site
$56K - $84K/yr
Claims Representative - CH09CN We're determined to make a difference and are proud to be an ... RESPONSIBILITIES: • Handle a high volume of claims, with a focus on financial accuracy ...
Associate, Claims Representative - Complex Claims Unit
Hartford, CT · On-site
$56K - $84K/yr
Claims Representative - CH09CN We're determined to make a difference and are proud to be an ... RESPONSIBILITIES: • Handle a high volume of claims, with a focus on financial accuracy ...
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
New Haven, CT · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
New Haven, CT · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
New Haven, CT · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Advisor Development Program - Financial Solutions Advisor Trainee: New Haven Green Financial Center
New Haven, CT · On-site
$28.85 - $33.65/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Our Wealth Management team represents an array of different skills and experiences that individuals ...
Customer Service Representative -Sales
Middletown, CT · On-site
$16.25 - $22/hr
Bachelor's degree in a related field (e.g., Business, Finance, etc.) preferred. 1+ years of ... The associate is occasionally required to stand and walk. The associate may be required to ...
Customer Service Representative -Sales
Middletown, CT · On-site
$16.25 - $22/hr
Bachelor's degree in a related field (e.g., Business, Finance, etc.) preferred. 1+ years of ... The associate is occasionally required to stand and walk. The associate may be required to ...
Associate Counsel
Milford, CT · On-site
Associate Counsel Associate Counsel Last Updated: June 2026 Notice to California Residents: Please ... representing the company's interests with authority and preparation * Corporate, Finance, & M&A * ...
Associate Counsel
Milford, CT · On-site
Associate Counsel Associate Counsel Last Updated: June 2026 Notice to California Residents: Please ... representing the company's interests with authority and preparation * Corporate, Finance, & M&A * ...
Associate Counsel
Milford, CT · On-site
Associate Counsel Associate Counsel Last Updated: June 2026 Notice to California Residents: Please ... representing the company's interests with authority and preparation * Corporate, Finance, & M&A * ...
Associate Counsel
Milford, CT · On-site
Associate Counsel Associate Counsel Last Updated: June 2026 Notice to California Residents: Please ... representing the company's interests with authority and preparation * Corporate, Finance, & M&A * ...
As a first line representative of CT Children's, this person must have the ability to deal ... Collects and enters accurate demographic, guarantor and financial data for Emergency Department ...
As a first line representative of CT Children's, this person must have the ability to deal ... Collects and enters accurate demographic, guarantor and financial data for Emergency Department ...
Cust Care Rep II
$15.25 - $20.75/hr
This role enables associates to work virtually full-time, except for required in-person training ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Cust Care Rep II
$15.25 - $20.75/hr
This role enables associates to work virtually full-time, except for required in-person training ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Warehouse Customer Service Representative
$16.25 - $22/hr
Bachelor's degree in a related field (e.g., Business, Finance, etc.) preferred. 1+ years of ... The associate is occasionally required to stand and walk. The associate may be required to ...
New
Quick apply
Warehouse Customer Service Representative
$16.25 - $22/hr
Bachelor's degree in a related field (e.g., Business, Finance, etc.) preferred. 1+ years of ... The associate is occasionally required to stand and walk. The associate may be required to ...
New
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Access Mental Health Customer Care Rep III
Rocky Hill, CT · On-site
$15.25 - $20.75/hr
Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...
Associate Financial Representative information
See Wallingford, CT salary details
$10.61 - $15.69
8% of jobs
$17.28 is the 25th percentile. Wages below this are outliers.
$15.69 - $20.77
53% of jobs
$24.25 is the 75th percentile. Wages above this are outliers.
$20.77 - $25.86
20% of jobs
$25.86 - $30.94
8% of jobs
$30.94 - $36.02
1% of jobs
$36.02 - $41.11
1% of jobs
$41.11 - $46.19
1% of jobs
$46.19 - $51.28
3% of jobs
$51.28 - $56.36
3% of jobs
$56.36 - $61.44
1% of jobs
$61.44 - $66.53
0% of jobs
$10
$26
$66
How much do associate financial representative jobs pay per hour?
What is an associate financial representative?
What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?
What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?
What is the difference between Associate Financial Representative vs Financial Advisor?
| Aspect | Associate Financial Representative | Financial Advisor |
|---|---|---|
| Certifications | FINRA Series 6 or 7, possibly Series 63 or 65 | Series 7, Series 66 or 65, CFP certification often preferred |
| Work Environment | Support role in financial services, assisting senior staff | Client-facing, providing personalized financial planning |
| Employer & Industry Usage | Financial firms, banks, brokerages | Independent 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.
How much does an associate financial representative make?
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Cities near Wallingford, CT with the most Associate Financial Representative job openings:
Part-time
Re-posted 12 days ago
Yale New Haven Health rating
7.3
Based on 232 frontline employees who took The Breakroom Quiz
306th of 891 rated healthcare providers
Job description
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.
The Patient Financial Access Specialist - OP is responsible for all the Patient Financial Access Facilitator functions and responsibilities as well as provides support with complex scheduling in more than one outpatient service area. Utilizing effective communication and effective use of technology, performs a variety of functions including accurate patient identification while adhering to Red Flag procedures to ensure patient safety. Obtains and updates the patient's demographic and financial information utilizing multiple computer systems to assure timely processing of the patient's visit. Functions as the liaison between the physician and the patient in managing appointment and procedure scheduling for both internal and external patient appointments. This individual works closely with patients, physicians and nurse professionals within the clinic setting and is responsible for accurately managing and making decisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and other multifaceted services. Communicates directly with the patient and/or the physician office to ensure instructions, preparations or laboratory test requirements prior to the procedure/appointment have been met. Coordinates multiple patient appointments and manages patient and insurance demographics to ensure appropriate reimbursement for services provided. This individual will be responsible for making decisions around exams ordered as they relate to meeting Medical Necessity and follow up with patient and/or physician when a Waiver or ABN is required. Individual is cognizant of imaging and other satellite sites across the System and appropriately aligns appointments with patient locations. A major focus in completing these responsibilities will rely on the individual's attention to detail, specificity and accuracy as it relates to the procedure, the appointment or the chemotherapy, the supporting documentation and an extraordinary level of patient sensitivity and compassion. Position requires the individual to maintain a high awareness of Service Excellence representing "I am YNHH" at all times and in all locations. Performs certain statistical and QA functions. Helps develop new procedures and participates in the planning, implementation, and training of system improvements to enhance the operating functions of the department.
EEO/AA/Disability/Veteran
Responsibilities
- 1. Patient Throughput: Ensures all required information obtained from referring physicians and providers in clinical areas are provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting.
- 1.1 Accurately schedules patient follow-up physician appointments in the appropriate scheduling system using guidelines and requirements identified within the system.
- 2. Insurance: Demonstrates a solid understanding of the various insurance carriers' options and completes insurance entry accurately, satisfying billing requirements to ensure a payable account.
- 2.1 Exhibits a comprehensive understanding of the online eligibility and insurance website systems including understanding patient's eligibility, determining benefits and co-pay amount due. Documents appropriate computer system according to departmental policies.
- 3. Complex Appointment Scheduling: Coordinates and supports tasks related to patient appointment scheduling.
- 3.1 Maintains a strong working knowledge of the Epic system with the ability to schedule complex and time sensitive appointment types.
- 4. Resource Management/Quality Assurance (QA): In collaboration with Supervisor/Manager, provides support in the other outpatient service department and routinely provides coverage as necessary to maintain skill sets.
- 4.1 Independently optimizes time related to patient appointment scheduling.
- 5. Customer Service: Provides service excellence as outlined in the Health System Standards of Professional Behavior.
- 5.1 Ensures smooth functioning of all processes in order to guarantee a positive patient experience by acknowledging and receiving patients and visitors to the department following the YNHHS Standards of Professional Behavior.
- 6. Template Management - Addendum: Works with the clinical staff to maintain Epic Templates for various locations.
- 6.1 Meets with clinical team to plan and create scheduling templates for various disciplines in the Epic System.
- 7. Performs other duties as assigned by Management.
- 7.1 As needed, reviews and updates all training materials and provides training to other staff members.
Qualifications
EDUCATION
High school diploma or GED required. Associate degree preferred.
EXPERIENCE
Two (2) to three (3) years' work experience in a customer service environment preferably in hospital/physician office with emphasis on registration, scheduling, and all aspects of medical insurance and eligibility requirements preferred.
SPECIAL SKILLS
Self-directed, well organized and exhibiting team oriented skills with the ability and desire to educate and advocate for patients and their families. Must be able to multitask and reprioritize in response to fluctuations in volume. Strong interpersonal skills and ability to build rapport with a wide variety of individuals including clinical staff in order to meet the patient's needs. Excellent investigative, critical thinking and problem solving skills. Intermediate computer skills and the ability to adapt to various programs/systems. Demonstrated proficiency in understanding registration work queues that affect workflow. Must be able to provide training or in-service to other staff and areas within the department and Hospital. Consistently demonstrates effective written and oral communication skills in coordination with the Standards of Professional Behavior with the ability to communicate complex requirements across clinical and financial disciplines.
YNHHS Requisition ID
184438Qualifications:
EDUCATION
High school diploma or GED required. Associate degree preferred.
EXPERIENCE
Two (2) to three (3) years' work experience in a customer service environment preferably in hospital/physician office with emphasis on registration, scheduling, and all aspects of medical insurance and eligibility requirements preferred.
SPECIAL SKILLS
Self-directed, well organized and exhibiting team oriented skills with the ability and desire to educate and advocate for patients and their families. Must be able to multitask and reprioritize in response to fluctuations in volume. Strong interpersonal skills and ability to build rapport with a wide variety of individuals including clinical staff in order to meet the patient's needs. Excellent investigative, critical thinking and problem solving skills. Intermediate computer skills and the ability to adapt to various programs/systems. Demonstrated proficiency in understanding registration work queues that affect workflow. Must be able to provide training or in-service to other staff and areas within the department and Hospital. Consistently demonstrates effective written and oral communication skills in coordination with the Standards of Professional Behavior with the ability to communicate complex requirements across clinical and financial disciplines.
Education:UNAVAILABLEEmployment Type: UNAVAILABLEWhat Yale New Haven Health employees say
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Hours and flexibility
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About Yale New Haven Health
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Industry
Health care and social assistance and hospitals
Company size
10,000+ Employees
Headquarters location
New Haven, CT, US