Financial Counselor Job at UC San Diego (San Diego)

Investment Counselor AVP

The Investment Counselor Sr Anlyst is a seasoned professional role. Applies in-d...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in providing investment advice and solutions
CFA certification
AMIB 3 certification
Requires good analytical skills
Strong communication and diplomacy skills
US Only: S7, S66 (or S63) and S3
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Fluent in english
Bachelor's/University degree or equivalent experience

Job Responsibility

Function as the primary client contact and trusted investment advisor for clients
Leverage existing client relationships to introduce new ultra-high net worth clients
Build and manage a successful practice centered on deepening relationships
Combine in depth knowledge of traditional and alternative investments
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades
Actively look for cross sell opportunities
Partner with Bankers to prospect for new investment business
Appropriately assess risk when business decisions are made

Fulltime

Investment Counselor

Investment Counselor role covering the Israel Market, working closely with Priva...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Postgraduate Degree Educated or equivalent preferred
CFA or equivalent registration preferred
Complete relevant regulatory qualifications
Experience of the financial industry, preferably in a trading or advisory role
Investment, banking and either portfolio management or trading experience
Excellent relationship building skills
Ability to cope with ambiguity & change
Ability to challenge status quo and continuously optimize processes
Ability to communicate effectively with co-workers and clients
Successful team player with ability to work individually under stress

Job Responsibility

Advise clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives
Act as primary conduit to Citi Private Bank's global investment product platform
Collaborate with Private Bankers to provide investment services to ultra-high net worth clients and family offices
Deliver agreed sales goals within CPB business strategy
Engage and advise clients on brokerage activity and execute trades
Assess risk when business decisions are made
Drive compliance with applicable laws, rules and regulations

What we offer

Career growth opportunities
Exposure to all areas of Citi Private Bank and Global Wealth Management business
Opportunity to develop into senior producer, team leader, or banking positions
Global benefits supporting well-being, growth and work-life balance

Fulltime

Patient Account Representative

San Jose Behavioral Health is currently seeking a Patient Account Representative...

Location

United States , San Jose

Salary:

24.51 - 34.32 USD / Hour

Acadia Healthcare

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
Three or more years’ prior admissions and or collections experience in a hospital setting required
Psychiatric experience preferred

Job Responsibility

Call and status outstanding claims with third party payors
Review claims issues and make corrections as needed and rebill
Utilize claims clearing house to review and correct claims
Review explanation of benefits to ascertain that claim processed and paid correctly
Complete adjustment forms if any adjustments need to be made to an account
Manage daily productivity via patient accounting system and productivity reports
Prorate patient accounts and monitor that balance due is in the correct financial class
Report an overview of the week to the BOD and participate in AR meetings
Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment
Assist financial counselors as needed

What we offer

Competitive salary
Medical, dental, and vision insurance
Acadia Healthcare 401(k) plan with match
General Paid Time off to include: Vacation, Sick, Personal Days, and Extended Sick Leave plus Holidays/Holiday Pay
Excellent training program
Professional growth opportunity

Fulltime

Financial Counselor - Credit Counselor

Assess clients' overall financial situation by reviewing income, assets, debts, ...

Location

United States , Milwaukee

Salary:

24.10 - 36.15 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
Associates Degree or equivalent experience in Business or Social Work
Typically requires 3+ years of experience in a financial setting
Team player who can also work independently
excellent communication skills
Active Listening skills
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
Knowledge of principles and methods for curriculum and training design
Critical Thinking skills
math aptitude

Job Responsibility

Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources
Contact consumers in accordance with the department follow up procedure and requested management
Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC)
Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers
Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
Opportunity for annual increases based on performance
Premium pay such as shift, on call, and more
Incentive pay for select positions

Fulltime

Financial Counselor - Credit Counselor

Assess clients' overall financial situation by reviewing income, assets, debts, ...

Location

United States , Milwaukee

Salary:

24.10 - 36.15 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
Associates Degree or equivalent experience in Business or Social Work
Typically requires 3+ years of experience in a financial setting
Team player who can also work independently
excellent communication skills
Active Listening skills
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
Critical Thinking skills
Good communication skills

Job Responsibility

Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
Assess financial status of clients to understand a client’s current situation through analysis of their finances
discover their personal goals and prioritize the achievement of those objectives
Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources
If appropriate, including Debt Repayment Plans
Contact consumers in accordance with the department follow up procedure and requested management
Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC)
Maintains current Department of Financial Institution (DFI) rules, Counsel on Accreditation (COA) standards, National Foundation for Credit Counseling Standards as well as agency policies and procedures
Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers
Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
Opportunity for annual increases based on performance
Premium pay such as shift, on call, and more

Fulltime

Financial Counselor - Credit Counselor

MAJOR RESPONSIBILITIES: Assess clients' overall financial situation by reviewing...

Location

United States , Milwaukee

Salary:

24.10 - 36.15 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

Certified Consumer Credit Counselor certification issued by the National Foundation for Consumer Credit within 6 months
Associates Degree or equivalent experience in Business or Social Work
Typically requires 3+ years of experience in a financial setting
Team player who can also work independently
excellent communication skills
Active Listening skills
Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications
Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects
Critical Thinking skills
Good communication skills

Job Responsibility

Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
Assess financial status of clients to understand a client’s current situation through analysis of their finances
discover their personal goals and prioritize the achievement of those objectives
Work with patient, client, and team members to develop realistic action steps and goals with educating client on money management skills and identify community resources
If appropriate, including Debt Repayment Plans
Contact consumers in accordance with the department follow up procedure and requested management
Maintains current on Department of Financial institutions (DFI) rules, Council on accreditation standards and National Foundations for Credit Counseling (NFCC)
Maintains current Department of Financial Institution (DFI) rules, Counsel on Accreditation (COA) standards, National Foundation for Credit Counseling Standards as well as agency policies and procedures
Develops and maintains working knowledge and strong collaborative relationships with community agencies who can serve as potential resource providers
Meet counseling performance standards in the counseling department with upholding the time management protocol and guidelines

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
Opportunity for annual increases based on performance
Premium pay such as shift, on call, and more
Incentive pay for select positions

Fulltime

Practice Coordinator

The Practice Coordinator reports directly to the Practice Manager and is respons...

Location

United States , Weymouth

Salary:

20.05 - 26.98 USD / Hour

South Shore Health

Expiration Date

August 04, 2026

Requirements

Associate’s degree and/or 2 years equivalent experience preferred
2 years of experience in customer service is required
experience in healthcare is a plus
Knowledge of managed care policies and medical terminology is a plus
Understand and utilize DFCI systems as well as the local Hospital's systems i.e. Epic
Requires basic knowledge of insurance plans which constantly change
knowledge of insurances that Host hospital are participants
and high-risk insurances
Ability to multi-task and function as an integral member of the team
Excellent verbal and written communication skills required

Job Responsibility

Answer telephone
triage calls as necessary
Transition telephones to and from answering service
retrieves messages from the answering service and triages appropriately
Handles incoming requests for medical records and mails/faxes information as appropriate
Facilitates prescription refills for patients, as needed
Recognize emergencies and appropriately responds using standard operating procedures and critical thinking skills
Supports patient flow by appropriately directing patients and family members and managing the waiting areas
Provides customer service to colleagues and other staff members
Monitors the lobby and waiting areas for neatness and cleanliness

Fulltime

Patient Service Representative I

Location

United States , Winston Salem

Salary:

20.80 - 31.20 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

High school diploma or GED
Patient access (scheduling, registration and financial clearance), insurance verification, billing or certified medical assistant experience preferred
Ability to identify and understand issues and problems
Knowledge and ability to articulate explanations of Medicare, HIPAA, and EMTALA rules and regulations
Mathematical aptitude, effective oral and written communication skills and critical thinking skills
Understanding of basic human anatomy, medical terminology and procedures
Ability to speak effectively to customers or employees
Ability to handle sensitive and confidential information
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Experience with Microsoft Outlook, Word and Excel and ADT software

Job Responsibility

Greets patients arriving for their appointments
Monitors patient flow to ensure patients are cared for in the most efficient and courteous manner
Ensures all patient demographic and insurance information is complete and accurate
Completes the registration process on walk-in patients, verifies and / or updates patient demographic and insurance information
Verifies insurance benefits
Obtains, calculates and collects the patient's out of pocket financial liability
Follows the Financial Clearance policy for non-urgent patient services
Identifies patients in need of financial assistance and refers patients to Financial Counselor
Performs visit closure, including but not limited to checking out patients, scheduling follow-up appointment(s), collecting additional patient responsibility and providing patient with appropriate documents
Maintains knowledge of and reference materials of Medicare, Medicaid and third-party payer requirements, guidelines and policies

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Parttime

Financial Counselor

UC San Diego

Location:
United States , San Diego

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 04, 2026

Expiration:
March 10, 2026

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