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Investor Services Associate Jobs in Utah (NOW HIRING)

Pediatrix

Patient Services Associate

Salt Lake City, UT · On-site

$16.50 - $20.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Salt Lake City, UT · On-site

$16.50 - $20.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Patient Services Associate

Salt Lake City, UT · On-site

$16.50 - $20.75/hr

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

iCapital

Investor Relations - Associate

Salt Lake City, UT · On-site +1

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

Pediatrix

Per Diem Patient Services Associate

Ogden, UT · On-site

$16.75 - $21/hr

The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Per Diem Patient Services Associate

Ogden, UT · On-site

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

Pediatrix

Per Diem Patient Services Associate

Ogden, UT · On-site

Overview The Patient Services Associate (PSA) is responsible for ensuring an excellent experience ... The group's high-quality, evidence-based care is bolstered by significant investments in research ...

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Investor Services Associate information

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

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

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the most commonly searched types of Investor Services jobs in Utah?

The most popular types of Investor Services jobs in Utah are:

What are popular job titles related to Investor Services Associate jobs in Utah?

For Investor Services Associate jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Investor Services Associate jobs in Utah look for?

The top searched job categories for Investor Services Associate jobs in Utah are:

What cities in Utah are hiring for Investor Services Associate jobs?

Cities in Utah with the most Investor Services Associate job openings:

Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Patient Services Associate

Salt Lake City, UT • On-site

Pediatrix
Hospitals • 10K+ employees

6.7

Company rating: 6.7 out of 10

Based on 46 frontline employees who took The Breakroom Quiz

535th of 898 rated healthcare providers

People enjoy working here

Recommended by students

Recommended by parents

Learn more about Pediatrixexternal

$16.50 - $20.75/hr

Other

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Overview
The Patient Services Associate (PSA) is responsible for ensuring an excellent experience for patients and maintaining efficient front-office workflows. The Patient Services Associate interacts with patients by greeting and providing check-in prior to an appointment, collecting payments, communicating about waiting times, and supporting check-out activities. PSAs respond to patient calls and inquiries on a timely basis, schedule and coordinate patient appointments, complete insurance verification and update patient insurance information to support accurate billing and efficient payment for services. The Patient Services Associate prepares the daily clinic schedule, completes the prep chart for upcoming appointments, and supports the practice care team and staff deliver high-quality care to every patient, every day.
Responsibilities
Patient Reception & Check-In/Check-Out
  • Welcome patients and visitors in a professional, friendly manner.
  • Register and check in patients; verify demographic and insurance information.
  • Collect copayments and outstanding balances.
  • Schedule follow-up appointments and provide visit summaries or referrals as needed
Scheduling & Communication
  • Schedule new and follow-up appointments, including diagnostic testing according to clinical protocol.
  • Confirm, reschedule, and communicate changes or delays promptly.
  • Manage high-volume incoming calls using proper telephone etiquette.
  • Record accurate messages and route inquiries to appropriate team members.
  • Coordinate communication between patients, providers, and staff.
Insurance & Billing Support
  • Review and update patient demographics and insurance information.
  • Verify insurance eligibility and benefits prior to appointments.
  • Obtain and document pre-authorizations and referrals as required.
  • Communicate coverage issues or policy changes to patients before visits.
  • Assist patients with insurance inquiries and time of service payment expectations.
  • Maintain knowledge of insurance requirements, including managed care and government programs.
Administrative Support
  • Prepare daily clinic schedules and complete chart prep for upcoming appointments.
  • Support office operations, including faxing, scanning and indexing documents into the patient's medical record.
Customer Service & Compliance
  • Provide compassionate assistance and resolve patient concerns promptly.
  • Ensure patient confidentiality and compliance with HIPAA regulations.
  • Contribute to a clean, safe, and welcoming environment.
Qualifications
Education:
  • High school diploma or general education degree (GED): or equivalent combination of education and experience.
Experience Industry: Healthcare
Experience:
  • 2-3 years recent experience in a related position in medical office setting preferred
  • Strong computer knowledge (Microsoft office) preferred
  • Experience in coding, office billing, insurance and government payer regulations, and other third-party billing requirements (pertaining to services offered by the practice) preferred
Skills/Abilities:
  • Knowledge of medical terminology
  • Superior customer service skills
  • Excellent verbal and written communication
  • Ability to work in a fast-paced environment
  • Ability to work on multiple projects at one time
  • Ability to work as a team player
  • Ability to prioritize responsibilities and meet deadlines
  • Ability to work in a high stress environment.

Benefits and Compensation
Take great care of the patient, every day and every way.TM At Pediatrix & Obstetrix, that's not only our motto at work each day; it's also how we view our employees and their families. We know that our greatest asset is YOU.
We take pride in offering comprehensive benefits in a vast array of plans that fit your life and lifestyle, supporting your health and overall well-being. Benefits offered include, but are not limited to: Medical, Dental, Vision, Life, Disability, Healthcare FSA, Dependent Care FSA and HSAs, as well as a 401k plan and Employee Stock Purchase Program. Some benefits are provided at no cost, while others require a cost share between employees and the company. Employees may also select voluntary plans and pay for these benefits through convenient payroll deductions. Our benefit programs are just one of the many ways Pediatrix & Obstetrix helps our employees take care of themselves and their families.
About Us
Pediatrix Medical Group is one of the nation's leading providers of highly specialized health care for women, babies and children. Since 1979, Pediatrix has grown from a single neonatology practice to a national, multispecialty medical group. Pediatrix-affiliated clinicians are committed to providing coordinated, compassionate and clinically excellent services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. The group's high-quality, evidence-based care is bolstered by significant investments in research, education, quality-improvement and safety initiatives.
Please Note: Fraudulent job postings/job scams are becoming increasingly common. All genuine Pediatrix job postings can be found through the Pediatrix Careers site: www.pediatrix.com/careers.
#PedNC
Pediatrix is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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