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Credentialing Associate Jobs in Santa Rosa, CA (NOW HIRING)

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

Qualified candidates may be eligible for advanced entry paygrades, recognizing their professional credentials: E-4 (Petty Officer Third Class): Candidates with an Associate Degree from a CODA ...

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Credentialing Associate information

See Santa Rosa, CA salary details

$14

$26

$42

How much do credentialing associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for credentialing associate in Santa Rosa, CA is $26.63, according to ZipRecruiter salary data. Most workers in this role earn between $21.01 and $30.24 per hour, depending on experience, location, and employer.

How much does a credentialing specialist make in the US?

A credentialing specialist in the US typically earns between $40,000 and $55,000 annually, depending on experience, location, and employer size. Salaries can increase with certifications and advanced knowledge of healthcare compliance and credentialing processes.

Is credentialing specialist a stressful job?

Credentialing specialists often work in fast-paced healthcare or insurance environments, where accuracy and meeting deadlines are critical. The job can be stressful due to the need for attention to detail, managing multiple applications, and ensuring compliance with regulations, but workload and stress levels vary depending on the organization and individual experience.

How to get in credentialing entry level?

To start as a credentialing associate at an entry-level, candidates typically need a high school diploma or equivalent, strong organizational skills, and attention to detail. Relevant experience in healthcare, insurance, or administrative roles can be beneficial, and familiarity with credentialing software or databases is often preferred.

What does a credentialing associate do?

A credentialing associate is responsible for verifying the qualifications, licenses, certifications, and credentials of healthcare providers or other professionals to ensure compliance with industry standards and regulations. They review and process application documents, maintain accurate records, and coordinate with licensing boards and insurance companies. Strong attention to detail and familiarity with credentialing software are essential for this role.

What are the key skills and qualifications needed to thrive as a Credentialing Associate, and why are they important?

To thrive as a Credentialing Associate, you need strong organizational skills, attention to detail, and familiarity with credentialing processes, typically supported by a high school diploma or relevant associate degree. Proficiency in credentialing management software, databases, and knowledge of regulatory standards such as NCQA or The Joint Commission is important. Excellent communication, time management, and problem-solving abilities help you effectively interact with providers and resolve documentation issues. These skills ensure accurate and timely credentialing, compliance with regulations, and the smooth onboarding of healthcare professionals.

What are Credentialing Associates?

Credentialing Associates are professionals who manage and verify the qualifications and credentials of healthcare providers, such as doctors and nurses, to ensure they meet all necessary standards and regulations. Their responsibilities include collecting, verifying, and maintaining documentation like licenses, certifications, and work history. They play a crucial role in healthcare organizations by ensuring that only qualified providers are allowed to deliver patient care, helping maintain patient safety and regulatory compliance.

What are some common challenges Credentialing Associates face when verifying practitioner credentials, and how can they be addressed?

Credentialing Associates often encounter challenges such as missing or incomplete documentation, discrepancies in practitioner information, and delays in responses from licensing boards or references. To address these issues, it is essential to develop strong organizational skills, maintain diligent follow-ups, and utilize checklists or credentialing software to track progress. Collaborating closely with providers and other team members also helps streamline the process and resolve issues efficiently.

What is the difference between Credentialing Associate vs Credentialing Specialist?

AspectCredentialing AssociateCredentialing Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer certificationHigh school diploma or equivalent; certification often preferred
Work EnvironmentHealthcare organizations, insurance companies, or credentialing firmsHealthcare facilities, insurance companies, or credentialing agencies
Employer & Industry UsageCommonly used in healthcare and insurance sectorsWidely used in healthcare credentialing departments
Search & Comparison IntentOften compared for entry-level roles or career progressionCompared for specialized credentialing tasks

The Credentialing Associate and Credentialing Specialist roles share similar environments and required credentials, often involving healthcare or insurance organizations. The main difference lies in scope: Credentialing Specialists typically handle more complex credentialing processes and may require more experience or certifications. Both roles are essential in ensuring providers meet licensing and credentialing standards, but the Specialist role often involves more responsibility and expertise.

What cities near Santa Rosa, CA are hiring for Credentialing Associate jobs? Cities near Santa Rosa, CA with the most Credentialing Associate job openings:
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Santa Rosa, CA • On-site

$75K - $110K/yr

Full-time

Re-posted 3 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

40th of 148 rated financial services


Job description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT
  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports To:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $75,000 and $110,000 per [hour/year] at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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