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Neuberger Berman
New York, NY, United States
Responsibilities: Serve as the client’s main point of contact for inquiries regarding account information, online access, documentation and reporting Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances Interact with operations
Job Source: Neuberger BermanNeuberger Berman Group LLC
New York, NY, United States
Responsibilities: Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reporting Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances Interact with operations an
Job Source: Neuberger Berman Group LLCRockefeller Capital Management
Paramus, NJ, United States
About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory firm providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated
Job Source: Rockefeller Capital ManagementRockefeller Financial
Paramus, NJ, United States
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpor
Job Source: Rockefeller FinancialNeuberger Berman Group LLC
New York, NY, United States
Summary: The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net worth book of business. Responsibilities: Participate in daily activiti
Job Source: Neuberger Berman Group LLCUBS
New York, NY, United States
Your role As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance. We're Looking for a Client Associate To: • Act as a Relationship Manager for Ultra High Net Worth clients with complex
Job Source: UBSNeuberger Berman
New York, NY, United States
Summary: The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team’s high net worth book of business. Responsibilities: Participate in daily activit
Job Source: Neuberger BermanUBS
Paramus, NJ, United States
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right d
Job Source: UBSNew York, NY, United States
Client Care Associate
Job Description
Organizational Summary
Union Settlement is an East Harlem based nonprofit organization founded in 1895. For 128 years, Union Settlement has provided critical and innovative programming to children, youth, families, and older adults. As a pioneer of the settlement house movement, Union Settlement continues to meet the needs of the ever-changing East Harlem community through its core programs. Through these programs, New Yorkers gain opportunities, develop skills, and become empowered to pursue and achieve their dreams.
Today, Union Settlement provides services through 33 program sites in approximately 28 locations. Union Settlement’s current programmatic portfolio includes 8 core program areas: Early Childhood Education, Youth Services (including after school programs), Family Services (including the Family Enrichment Center and the Family Childcare Network), the East Harlem Community Partnership, Adult Education, Mental Health Services, Older Adult Centers, and Economic Development. Union Settlement serves more than 10,000 individuals and nearly 1,000 businesses every year.
Strengthened by a dynamic, diverse, and collaborative workforce of more than 350 employees, Union Settlement also serves as a connector, convener, and advocate for East Harlem and its partners. To learn more about Union Settlement, visit www.unionsettlement.org
Position: Client Care Associate
Department: Mental Health Services
Reports to: Deputy Director
Hours: Full-Time
Salary: $17.58 per hour
FLSA: Non - Exempt
Location: On-site
Position Summary:
We are seeking a candidate who excels at multitasking, is a team player who works effectively with everyone in the office, and is a positive, proactive, solutions-oriented problem solver with top-notch organizational skills. As the Client Care Associate, you will be expected to present and maintain a professional, courteous, service-focused, and approachable demeanor at all times. You will perform a wide range of front office administrative duties, including being the “face” of our busy office.
Responsibilities :
Meet and greet clients at the front desk.
Check-in clients upon arrival.
Verify Insurance coverage for new and existing clients
Review and process completed sessions.
Distribute MetroCards to qualified persons.
Update database regarding client visit status.
Obtain prior authorizations for prescriptions.
Call clients for appointment reminders.
Distribute logs and encounter forms to therapists.
Process medical records request
Translate (Spanish to English) for doctors conducting evaluations.
Reconciliation of transportation forms for reimbursement.
Type reports as requested.
Additional duties as assigned by supervisor.
Qualifications: High school diploma; candidates with college credits preferred.
Strong computer skills; knowledge of Medi-EHR billing software a plus.
Demonstrated experience in maintaining software data and protocols.
Ability to work independently.
Excellent interpersonal, organizational, and communication skills.
Exemplary and dedicated work ethic.
Bilingual (English/Spanish).
CO R E CO M P E T E N C IE S Leading Others: Creates a sense of urgency throughout the organization on the importance of achieving outcomes. Inspires, influences, and enables team members to reach their goals
Facilitating Change: Approaches challenges with creativity and flexibility. Demonstrates analytical thinking. Guides change to meet Union Settlement’s goals.
Managing Performance: Evaluates and revises goals semi-annually with the team. Provides consistent supervision and documents performance highlights and concerns
Applying and Developing Expertise: Embraces and leads the team to achieve milestones. Seeks and supports professional development opportunities for team members. Manages finances and budgets effectively
Communicating and Collaborating: Listens well and actively engages with others with honesty and integrity and holds team accountable to the same standard
Union Settlement’s Diversity, Equity & Inclusion Commitment
Union Settlement is an equal opportunity employer. They do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Client Care Associate jobs in New York, NY, United States
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