The Wealth Management Associate is often the first point of contact with clients on a broad array ... For more information, please visit:
The Wealth Management Associate is often the first point of contact with clients on a broad array ... For more information, please visit:
Management Information Specialist
Hiawatha, IA · On-site
$19.57/hr
Management Information Specialist. Position Type: Full-Time, 30 hours per week. Schedule: Monday ... Health and Vision Insurance * Flexible Spending Accounts, Voluntary Life, Long-Term Disability ...
Management Information Specialist
Hiawatha, IA · On-site
$19.57/hr
Management Information Specialist. Position Type: Full-Time, 30 hours per week. Schedule: Monday ... Health and Vision Insurance * Flexible Spending Accounts, Voluntary Life, Long-Term Disability ...
HIM Specialist
Dubuque, IA · On-site
$93K - $94K/yr
Experience in Health Information Management and release of information processes preferred * Minimum of 6 months' prior similar hospital/secretarial experience preferred * Basic computer and medical ...
HIM Specialist
Dubuque, IA · On-site
$93K - $94K/yr
Experience in Health Information Management and release of information processes preferred * Minimum of 6 months' prior similar hospital/secretarial experience preferred * Basic computer and medical ...
An associate's degree or higher in Health Information Management or Healthcare Administration or biological science; OR * A university, college, or technical school certificate in medical coding; OR
An associate's degree or higher in Health Information Management or Healthcare Administration or biological science; OR * A university, college, or technical school certificate in medical coding; OR
Health Unit Coordinator HUC
Decorah, IA · On-site
$15.95 - $23.93/hr
Completion of C.N.A., Health Unit Coordinator, Medical Assistant, Health Information Management or other health related program.
Health Unit Coordinator HUC
Decorah, IA · On-site
$15.95 - $23.93/hr
Completion of C.N.A., Health Unit Coordinator, Medical Assistant, Health Information Management or other health related program.
HIM - Specialist
Sioux City, IA · On-site
$98K - $98K/yr
Health Information Management * Shift: Mon - Fri 8a-4:30p * Job ID: 184176 Overview We are seeking ... High school diploma requried, Associates degree in Health Science preferred * RHIT, RHIA, or CRIS ...
HIM - Specialist
Sioux City, IA · On-site
$98K - $98K/yr
Health Information Management * Shift: Mon - Fri 8a-4:30p * Job ID: 184176 Overview We are seeking ... High school diploma requried, Associates degree in Health Science preferred * RHIT, RHIA, or CRIS ...
Health Unit Coordinator HUC
Ossian, IA · On-site
$15.95 - $23.93/hr
Completion of C.N.A., Health Unit Coordinator, Medical Assistant, Health Information Management or other health related program.
Health Unit Coordinator HUC
Ossian, IA · On-site
$15.95 - $23.93/hr
Completion of C.N.A., Health Unit Coordinator, Medical Assistant, Health Information Management or other health related program.
HIM - Specialist
Urbandale, IA · On-site
$93K - $94K/yr
Health Information Management * Shift: Mon - Fri 8a-4:30p * Job ID: 184177 Overview We are seeking ... High school diploma requried, Associates degree in Health Science preferred * RHIT, RHIA, or CRIS ...
HIM - Specialist
Urbandale, IA · On-site
$93K - $94K/yr
Health Information Management * Shift: Mon - Fri 8a-4:30p * Job ID: 184177 Overview We are seeking ... High school diploma requried, Associates degree in Health Science preferred * RHIT, RHIA, or CRIS ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Area Supervisor, Medical Records, Release of Information
Waterloo, IA · On-site
$52K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Manager, Clinical Documentation Improvement
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
Iowa City, IA · On-site
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
Iowa City, IA · On-site
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
Iowa City, IA · On-site
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Manager, Clinical Documentation Improvement
Iowa City, IA · On-site
$34 - $45.75/hr
Works closely with Health Information Management, Clinical Documentation Specialists and the Quality Improvement Program to successfully identify, review and develop education on patient safety ...
Inpatient Professional Fee, Profee Medical Coder - Remote/Nationwide
Des Moines, IA · On-site
$18.25 - $24.50/hr
Registered Health Information Management Technician (RHIT) * Registered Health Information Administrator (RHIA) * Certified Coding Associate (CCA) * Certified Coding Specialist (CCS) * Certified ...
Inpatient Professional Fee, Profee Medical Coder - Remote/Nationwide
Des Moines, IA · On-site
$18.25 - $24.50/hr
Registered Health Information Management Technician (RHIT) * Registered Health Information Administrator (RHIA) * Certified Coding Associate (CCA) * Certified Coding Specialist (CCS) * Certified ...
HIM Supervisor
Iowa, IA · On-site
$40 - $50/hr
... Health Information Management (Hospital) Pay: $40 - $50 / hour Benefits: This role is eligible for medical, dental, vision and 401k. About Our Client: Our client is a community-focused medical center ...
Quick apply
HIM Supervisor
Iowa, IA · On-site
$40 - $50/hr
... Health Information Management (Hospital) Pay: $40 - $50 / hour Benefits: This role is eligible for medical, dental, vision and 401k. About Our Client: Our client is a community-focused medical center ...
Summary Oversees the developments and management of the Revenue Cycle (Business Office and Health Information Management departments) policies, procedures and daily operations to enhance revenue ...
Quick apply
Summary Oversees the developments and management of the Revenue Cycle (Business Office and Health Information Management departments) policies, procedures and daily operations to enhance revenue ...
Health informatics facilitates the integration of data, information, knowledge and wisdom to ... Data Management & Analysis: Research & compiles information to support ad-hoc operational projects ...
Health informatics facilitates the integration of data, information, knowledge and wisdom to ... Data Management & Analysis: Research & compiles information to support ad-hoc operational projects ...
Finance and Compliance Manager
Ames, IA · On-site
Degree in Healthcare Administration, Business Administration, Public Administration, Accounting, Finance, Health Information Management, Healthcare Compliance, or a related discipline. Master ...
Finance and Compliance Manager
Ames, IA · On-site
Degree in Healthcare Administration, Business Administration, Public Administration, Accounting, Finance, Health Information Management, Healthcare Compliance, or a related discipline. Master ...
Health Information Management Associate information
See Iowa salary details
$12.87 - $16.44
11% of jobs
$18.13 is the 25th percentile. Wages below this are outliers.
$16.44 - $20.01
30% of jobs
The median wage is $22.18 / hr.
$20.01 - $23.58
15% of jobs
$23.58 - $27.16
10% of jobs
$27.16 - $30.73
9% of jobs
$30.91 is the 75th percentile. Wages above this are outliers.
$30.73 - $34.30
16% of jobs
$34.30 - $37.87
3% of jobs
$37.87 - $41.44
0% of jobs
$41.44 - $45.01
1% of jobs
$45.01 - $48.58
1% of jobs
$48.58 - $52.16
4% of jobs
$12
$27
$52
How much do health information management associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a health information management associate?
What is a health information management associate?
What are some typical challenges health information management associates face when ensuring patient data accuracy and confidentiality?

Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 rated financial services
Job description
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
DUTIES and RESPONSIBILITIES:
Client Support:
- Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
- Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns
- Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
- Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
- Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
- Provides ongoing support in educating clients about specific products and services offered at the firm
- Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
- May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
- Works with clients on the execution of orders in Brokerage and Advisory accounts
- Assists clients with market and stock research
- Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
- Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
- Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor
Business Development & Operational Support:
- Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
- Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
- Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
- Identifies and implements practice management opportunities by interfacing with various departments across the firm
- Coordinates enrollment campaigns/meetings for existing clients
- Assigns work to team's Client Service Associate as appropriate
- Cultivates and develops relationships with business partners internally and externally
- Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
- Proactively participates in firm initiatives directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 5+ years of work experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active SIE, Series 7 and 66 (or 63 and 65) licenses
- Additional product licenses may be required
Knowledge/Skills
- Enjoys working with people and problem solving
- Effective written and verbal communication skills
- Knowledge of financial industry and investment products preferred
- Strong understanding of applicable compliance rules, regulations and firm policies
- Able to work independently and effectively on a team
- Demonstrates leadership skills
- Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Ability and interest in working in a fast-paced, evolving environment
Reports to:
- Business Service Manager
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.
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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