Client Associate jobs in New Hampshire

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Clinical Secretary OB
  • HealthEcareers - Client
  • Lebanon, NH FULL_TIME
  • Overview

    Seeking outstanding candidates with excellent verbal and written communication and customer service skills to work as part of our team assisting patients with referrals, scheduling appointments, tests or procedures, and working tasks in an electronic medical record.

    The right candidate will exhibit a proven ability to work effectively both independently and within a team, acting as a liaison between physicians & specialists both in and outside of Dartmouth Health.

    Position is located in Bedford NH.

    Responsibilities

    • Excellent patient skills both in person and on the phone.
    • Greets patients arriving for appointments, provides appropriate questionnaire(s), answer questions and assists patients with completion of forms and use of technology, acknowledges any delays and keeps patient updated.
    • Assesses needs of patients without appointments and processes requests for prescriptions, forms, appointments or need to speak directly to clinical support.
    • Reviews schedules daily for accuracy in scheduling, needed ancillaries and incoming records and makes adjustments as needed.

    Reviews wait list, manages multiple e-DH worklists and reschedules patients to assure schedules are fully booked and patients’ needs are met.

    • Completes any follow up needs for patients as directed by the After Visit Summary (i.e., booking appointments, scheduling lab and radiology exams or arranging for any external procedures).
    • Receives incoming phone calls from providers, other staff or external provider offices and patients. Appropriately assesses the needs of the caller and processes requests, takes messages, schedules appointments or transfers the call.
    • Monitors and completes system messages in a timely manner to meet patients’ needs. Monitors incoming faxes regularly and reviews each to determine the proper course of action in a timely manner.
    • Reviews all provider schedules throughout the day to identify and contact those patients who require follow up, did not show for their appointments and processes letters to no shows in accordance with current policy.
    • Supports providers and staff in addressing patient questions / concerns. Provides instruction / support to providers and staff on communicating with patients regarding these questions or concerns.
    • Monitors the waiting room for patients in distress and seeks assistance when needed. Responds to minor patient concerns and complaints using service recovery tactics.

    Reports all concerns and complaints to supervisor / manager.

    • Manages multiple in-baskets by monitoring, prioritizing and properly routing the messages. Completes tasks as assigned by providers or clinical staff.
    • Acts as liaison between primary care physicians & specialists outside DH.
    • Monitors referral work queues for internal and external referrals. Processes new referrals according to established procedures and tracks queue status to insure that referrals are completed.
    • Processes incoming mail and faxes to be distributed within department on a daily basis, completes monthly tracers and weekly BCA (Business Continuity Application) system checks.
    • Performs all other duties as required or assigned.

    Qualifications

    • High school graduate or equivalent with 1 year experience in provider office.
    • Knowledge of insurance benefit programs and medical terminology.
    • Ability to effectively interact with providers, staff, patients and insurance plan representatives a must.
    • Able to prioritize multiple tasks.
    • Must have prior computer experience, excellent communication skills, and attention to detail.

    Required Licensure / Certifications

    None

    Don't meet every single requirement?

    Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.

    At Dartmouth Hitchcock Medical Center and Clinics, we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway.

    You may be just the right candidate for this or other roles.

    • Area of Interest : Secretarial / Clerical / Administrative;
    • FTE / Hours per pay period : 1.00 - 1.00 - 40 hrs / week;
    • Shift : Day;
    • Job ID : 22082;

    Dartmouth Health is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

    Apply for this Position

    Last updated : 2024-04-03

  • 18 Days Ago

H
Office coordinator
  • HealthEcareers - Client
  • Concord, NH FULL_TIME
  • To Apply for this Job Click Here POSITION : Forensic Office Coordinator, Data Analyst FACILITY : New Hampshire Office of the Forensic Examiner LOCATION : Concord, New Hampshire Wexford Health Sources,...
  • 18 Days Ago

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Goffstown, NH FULL_TIME
  • Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedica...
  • 19 Days Ago

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Registered Client Service Associate
  • Ameriprise Financial Services, LLC.
  • Milford, NH FULL_TIME
  • Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedica...
  • Just Posted

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Client Service Associate
  • Essential Planning, LLC
  • Portsmouth, NH FULL_TIME
  • CLIENT SERVICE ASSOCIATE The Client Service Associate role at Essential Planning, LLC. is a dynamic, multi-faceted position responsible for enhancing the client experience by providing exceptional cli...
  • Just Posted

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Client Service Associate
  • Morgan Stanley
  • Manchester, NH FULL_TIME
  • POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the dev...
  • 12 Days Ago

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Client Associate 2
  • Epsilon
  • Chicago, IL
  • Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
  • 4/24/2024 12:00:00 AM

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Senior Client Associate - Data Sales
  • Epsilon
  • Troy, MI
  • Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
  • 4/24/2024 12:00:00 AM

E
Client Associate 2
  • Epsilon
  • Chicago, IL
  • Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
  • 4/23/2024 12:00:00 AM

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Senior Client Associate
  • Epsilon
  • Chicago, IL
  • Job Description The Sr Client Associate will grow a current book of business. They will identify, influence, present, cl...
  • 4/23/2024 12:00:00 AM

C
Client Associate
  • Confidential
  • Weston, MA
  • Our client is a wealth management firm dedicated to providing comprehensive financial planning and investment management...
  • 4/23/2024 12:00:00 AM

A
Senior Client Associate
  • Ascendo Resources
  • Miami, FL
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 4/22/2024 12:00:00 AM

E
Senior Client Associate - Data Sales
  • Epsilon
  • Chicago, IL
  • Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
  • 4/21/2024 12:00:00 AM

F
Strategic Client Associate
  • FATHOM
  • New York, NY
  • Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the t...
  • 4/21/2024 12:00:00 AM

New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$53,930 to $70,711

Client Associate
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022