Associate in the Global Client Group responsible for relationship management and support to sales and client service teams in business development and retention activities for enterprise clients.
Responsibilities
Developing and constructing complex portfolio analysis for current Advisor clients and prospects
Identifying and discussing key findings of portfolio analyses to clients
Delivering educational investment related webinars to Advisor clients
Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
Assisting in the initial development of investment related marketing materials and charts
Requirements
Bachelor's degree required with a strong academic record
Responsible for training new and existing mortgage closing team members, developing and delivering training materials, and ensuring compliance with company and regulatory standards.
Compensation
The expected salary range for this position is between: $80,000.00 - $129,600.00
Responsibilities
Plan, organize, and facilitate closing training programs for new and existing employees
Deliver training curriculum in engaging, educational, and practical ways
Facilitate learning through classroom instruction, virtual learning environments, hands‑on activities, demonstrations, guided practice, and other methods
Develop and maintain training materials, including facilitator resources, learner resources, training agendas, exercises, assessments, job aids, and supporting documentation
Train employees on company closing procedures, systems, documentation requirements, checklists, quality expectations, and applicable mortgage closing requirements
Requirements
Associate's or bachelor's degree in business, education, finance, or a related field
Nice to have: Professional training, facilitation, coaching, or employee development experience
Responsible for the prompt, courteous, accurate, and timely handling of incoming telephone calls, emails, and written correspondence from professional providers, or their designees, covering all lines of business regarding their credentialing application.
Locations (2)
Topeka, Kansas, United States
Missouri, United States
Compensation
$23.58 - $29.48 hourly
Responsibilities
Review credentialing applications and prepare files for the Corporate Credentialing Committee
Outreach to providers or their designees to obtain missing information and/or update expired CAQH application
Complete primary source verification including license, board certification, Medicare/Medicaid sanction activity (OIG), National Practitioner Data Bank, professional liability coverage, and accreditation status
Provide education and answer questions regarding credentialing requirements
Add providers to the CAQH Roster prior to providers 36‑month recredentialing deadline
Manage health problems and coordinate care for Oncology/Hematology patients in alignment with State and Federal regulations and nursing standards of care.
Locations (3)
Brooklyn, New York, United States
Staten Island, New York, United States
Manhattan, New York, United States
Compensation
Salary up to $160,000-$175,000/year based on experience.
Responsibilities
Conduct comprehensive patient assessments, develop and implement care plans, and evaluate patient status.
Collaborate with the healthcare team to prepare patients preoperatively and manage postoperative clinical care.
Deliver patient-centered care focused on improving outcomes and enhancing the patient experience.
The Patient Care Coordinator serves as the first point of contact for patients, managing clinic flow, scheduling, administrative duties, and supporting patient hearing health journeys.
Compensation
$20.00 - $22.00 an hour. Monthly Bonus Opportunities
Responsibilities
Greet and screen patients to determine how we can best support them
Answer questions about services and promotions
Spot potential leads and keep patient flow running smoothly
Manage scheduling, daily office tasks, and financial and administrative duties
Handle insurance verification, inventory, and patient records
Requirements
High school diploma or equivalent (GED)
Nice to have: 10 years office management experience in a customer driven industry
Provide in-home health assessments, conduct adult/geriatric evaluations, administer point-of-care and lab testing, collaborate with physicians and case managers, and document findings.
Compensation
Those completing a monthly average of 20 – 100 visits earn $1,800 – $11,500 per month. This is based on the per assessment completion rate range of $90 – $115 depending on your state of residence.
Responsibilities
Conduct adult/geriatric assessments
Administer and order point-of-care and lab-based testing
Collaborate with physicians, case managers, social workers, family members, key caregivers, and ancillary medical personnel
Provide services at the member’s place of residence
Document according to Matrix guidelines and protocols
Requirements
Master’s Degree in Nursing or commensurate experience
Provide in-home health assessments for adult and geriatric patients, including medical history, diagnosis, treatment, education, referrals, and documentation.
Compensation
Those completing a monthly average of 20 – 100 visits earn $1,800 – $11,500 per month. This is based on the per assessment completion rate range of $90 – $115 depending on your state of residence.
Responsibilities
Conduct adult/geriatric assessments including medical history, diagnosis and treatment
Administer and order point of care and lab-based testing
Collaborate with physicians, case managers, social workers, and caregivers
Provide services at the member’s place of residence or skilled nursing facilities
Provide in-home health assessments for adult and geriatric patients, including medical history, diagnosis, treatment, education, referrals, and documentation.
Compensation
$90 – $115 per assessment, monthly $1,800 – $11,500
Responsibilities
Conduct adult/geriatric assessments including medical history, diagnosis and treatment, health education, physician referrals, case management referrals, follow-up and documentation
Administer and order point of care and lab-based testing as needed
Work with physicians, case managers, social workers, family members, key caregivers, and ancillary medical personnel
Collaborate with Primary Care Physician on patient education and follow up
Provide services at the member’s place of residence or Skilled Nursing Facilities
Requirements
Master’s Degree in Nursing or equivalent
Current NP licensure in state of practice
Board certification in Adult, Adult Gerontology Primary Care, Adult Gerontology Acute Care, Family, Emergency, or Acute Care specialty