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Associate Financial Services Representative Jobs in California

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Associate Financial Services Representative information

What do associate financial services representatives do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising activities.

What is the difference between Associate Financial Services Representative vs Customer Service Representative?

AspectAssociate Financial Services RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma; FINRA licenses often preferredHigh school diploma or equivalent; no financial licenses typically required
Work EnvironmentBank branches, financial institutions, client meetingsCall centers, retail stores, customer support centers
Employer & Industry UsageFinancial services, bankingRetail, telecommunications, service industries
Common Search & Comparison IntentUnderstanding financial roles, career progressionCustomer support, service skills, job duties

The Associate Financial Services Representative typically requires financial licenses and works within banking or financial institutions, focusing on financial products and client advising. In contrast, a Customer Service Representative handles general customer inquiries across various industries without specialized financial credentials. The roles differ mainly in industry focus and required certifications, with the Associate Financial Services Representative being more specialized in finance-related services.

What does an associate financial services representative do?

An associate financial services representative assists clients with banking and financial products, such as accounts, loans, and investments. They provide customer service, gather financial information, and may use banking software to process transactions and support financial advising. Strong communication skills and knowledge of financial services are essential for this role.
What cities in California are hiring for Associate Financial Services Representative jobs? Cities in California with the most Associate Financial Services Representative job openings:
Associate Financial Services Representative jobs near you

Patient Financial Services Representative

Paradigm Treatment Centers

Los Angeles, CA

$28 - $30/hr

Full-time

Posted 14 days ago

Job description

Job Summary: 

We are seeking a detail-oriented and compassionate Patient Financial Services Representative to guide the client billing experience at Paradigm/Ridge Treatment Centers. The ideal candidate will possess strong medical administrative skills, excellent communication abilities, and a thorough understanding of medical billing and patient financial responsibilities. In this role, you will serve as a vital link between patients and our clinical teams, ensuring accurate financial processing, insurance coordination, and exceptional customer service to support our clients' treatment journey. 

Responsibilities 

  • Assist patients with financial inquiries related to their treatment plans, insurance coverage, and billing processes. 
  • Verify patient insurance information and obtain pre-authorizations or referrals as needed to facilitate seamless billing procedures. 
  • Prioritize and collect payments accurately and efficiently while maintaining compliance with privacy regulations and confidentiality standards. 
  • Collaborate with clinical staff to ensure all necessary documentation is complete for billing purposes. 
  • Maintain detailed records of patient accounts, payment histories, and insurance claims in our management system. 
  • Follow up on outstanding balances or denied claims promptly (via email and by phone) to optimize revenue cycle management. 
  • Provide exceptional customer service by addressing patient concerns timely, professionally, and empathetically. 
  • Escalate unresolved or high-risk accounts appropriately. 
  • Performs other job-related duties as assigned. 
     

Requirements 
 

  • Proven experience in a medical office setting with a focus on financial services or billing support. 
  • Knowledge of medical terminology and familiarity with healthcare billing procedures. 
  • Strong organizational skills with attention to detail in managing multiple accounts simultaneously. 
  • Excellent communication skills to effectively interact with patients, insurance providers, and team members. 
  • Proficiency in office software applications and electronic health record systems. 
  • Experience supporting medical administrative functions within a mental health or behavioral health environment is a plus. Join us in delivering compassionate financial support that empowers our clients on their path to recovery!  

Work Environment and Physical Requirements

  • This is an on-site position requiring regular in-office attendance based on business needs and company policy.
  • Work is primarily performed in a professional office environment.
  • Requires prolonged periods of sitting and working at a computer, including frequent use of a phone, keyboard, mouse, and multiple computer monitors.
  • Must be able to communicate effectively via telephone, video conferencing, and in person.
  • Requires the ability to review, analyze, and interpret data, reports, and electronic documents with attention to detail.
  • May occasionally be required to move or transport office materials weighing up to 15 pounds.
  • Requires the ability to remain stationary for extended periods while performing analytical and administrative tasks.
  • Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Compensation

  • Starting compensation range of $28.00 - $30.00 hourly. Exact compensation will be determined by experience, education, licensure/certifications, and location, in accordance with applicable laws.

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