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Associate Financial Services Jobs in Ohio (NOW HIRING)

***Financial Assistance Associate - Wesley Avenue In-person work * Join a team dedicated to SERVING ... Using TriHealth Way best practices, the associate delivers exceptional customer service by ...

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

Financial Wellness Associate

Rootstown, OH · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

Showing results 21-40

Associate Financial Services information

See Ohio salary details

$13

$30

$64

How much do associate financial services jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate financial services in Ohio is $30.39, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Ohio? The most popular types of Financial Services jobs in Ohio are:
What cities in Ohio are hiring for Associate Financial Services jobs? Cities in Ohio with the most Associate Financial Services job openings:
Infographic showing various Associate Financial Services job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $63,204 per year, or $30.4 per hour.

Financial Assistance Associate

TriHealth

Norwood, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago


TriHealth rating

7.4

Company rating: 7.4 out of 10

Based on 175 frontline employees who took The Breakroom Quiz

265th of 887 rated healthcare providers


Job description


***Financial Assistance Associate - Wesley Avenue In-person work*
Join a team dedicated to SERVING our patients with compassion, RESPECTING every individual's needs, and ENGAGING with professionalism and empathy. As a Financial Assistance Associate, you will play a vital role in ensuring patients feel seen, heard, and supported-upholding our commitment to EXCELLENCE while stewarding our resources with VALUE-driven care.
We offer career growth opportunities and a comprehensive benefits package! Apply today and grow your career with a team that truly values you.
Location: TriHealth Norwood, 4600 Wesley Ave, Norwood, OH, 45212.
Work Schedule:
  • Day shift 8a-430p or 830a-5p (to be determined by leader)
  • Full-time 40 hours per week
  • No weekends!
  • No holidays!

Incentives & Benefits:
*We offer a comprehensive benefits package-including medical, dental, vision, paid time off, retirement plans, and tuition reimbursement. Please view our benefits page https://careers.trihealth.com/what-we-offer/benefits
Job Requirements:
High School Diploma or GED (Required)
1 - 2 years clerical experience with multiple software applications and web-based programs (Required)
1 - 2 years exceptional customer service skills and written communication skills (Required)
Basic understanding of Revenue Cycle operations, medical insurance and medical terminology.
Ability to effectively prioritize work to meet deadlines.
Maintain accurate, up-to-date, and secure records of client interactions and financial information.
Guidance of patients through the completion and submission of financial aid applications.
Proficiency in performing mathematical calculations with accuracy.
Job Overview:
The Financial Assistance Associate supports the Revenue Cycle team by ensuring accurate and timely processing of financial assistance eligibility, helping to reduce financial loss through precise account review, accurate eligibility determinations, and timely account adjustments that positively impact accounts receivable days and bad debt. The role is responsible for guiding customers through phone and electronic communication methods, gathering and validating patient demographic and insurance information, reviewing historical account details, and entering accurate data in Epic. This position requires the ability to interpret Proof of Income (POI) documentation and apply accurate financial assistance calculations in accordance with established guidelines. The associate maintains up to date knowledge of relevant federal, state, and local regulations, as well as organizational policies, to ensure ethical and compliant practices. The associate educates patients and internal customers on available financial assistance options and supports them through the application process. The role works collaboratively with multiple departments to resolve issues and ensure proper reimbursement for hospital and physician services. Using TriHealth Way best practices, the associate delivers exceptional customer service by providing timely, accurate information and escalating issues appropriately to support positive resolutions.
Job Responsibilities:
Meets productivity targets including completion of financial assistance cases/work queue assignments and timely follow up on open cases and notification of case approvals/denials.
Demonstrates consistent accuracy in financial assistance screenings, documentation, and Epic data entry, as evidenced by meeting or exceeding quality and audit standards.
Maintains a working knowledge of Federal, State, and local laws and regulations, as well as other policies and procedures to ensure adherence in a manner that reflects honest, ethical, and compliant financial assistance practices.
Identifies trends, process gaps, or recurring issues, analyzes root causes, and shares observations and recommended solutions with leadership to support workflow improvements.
Independently resolves routine account issues and appropriately escalates complex cases, to Lead/Leadership to achieve timely resolutions.
Working Conditions:
Concentrating - Consistently
Continuous Learning - Frequently
Hearing: Conversation - Frequently
Hearing: Other Sounds - Occasionally
Interpersonal Communication - Consistently
Pulling - Rarely
Pushing - Rarely
Reaching - Occasionally
Reading - Consistently
Sitting - Consistently
Standing - Occasionally
Talking - Occasionally
Thinking/Reasoning - Consistently
Use of Hands - Consistently
Color Vision - Occasionally
Visual Acuity: Far - Rarely
Visual Acuity: Near - Consistently
Walking - Occasionally
TriHealth SERVE Standards and ALWAYS Behaviors
At TriHealth, we believe there is no responsibility more important than to SERVE our patients, our communities, and our fellow team members. To achieve our vision and mission, ALL TriHealth team members are expected to demonstrate and live the following:
Serve: ALWAYS...
• Welcome everyone by making eye contact, greeting with a smile, and saying "hello"
• Acknowledge when patients/guests are lost and escort them to their destination or find someone who can assist
• Refrain from using cell phones for personal reasons in public spaces or patient care areas
Excel: ALWAYS...
• Recognize and take personal responsibility to address and recover from service breakdowns when a customer's expectations have not been met
• Offer patients and guests priority when waiting (lines, elevators)
• Work on improving quality, safety, and service
Respect: ALWAYS...
• Respect cultural and spiritual differences and honor individual preferences.
• Respect everyone's opinion and contribution, regardless of title/role.
• Speak positively about my team members and other departments in front of patients and guests.
Value: ALWAYS...
• Value the time of others by striving to be on time, prepared and actively participating.
• Pick up trash, ensuring the physical environment is clean and safe.
• Be a good steward of our resources, using supplies and equipment efficiently and effectively, and will look for ways to avoid waste.
Engage: ALWAYS...
• Acknowledge wins and frequently thank team members and others for contributions.
• Show courtesy and compassion with customers, team members and the community
About Us
Careers at TriHealth are diverse. From clinical to administrative, sales to service, our team members contribute skills that are as varied as the services we offer and the people we serve. As an employer, TriHealth demonstrates the organization's values by offering comprehensive benefits packages, competitive wages, and milestone recognition.
Explore our career options to help you determine the type of job best for you as well as help narrow your search within our website. We look forward to you joining the TriHealth family!

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About TriHealth

Sourced by ZipRecruiter

TriHealth provides unique opportunities from across disciplines in many different aspects including patient care, care coordination, education and management. We are unique because we know that team members who focus on our mission and values provide excellent patient care.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1995