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Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
Indianapolis, Indiana, United States - Full Time
Skills Needed
Office Administration, Answering Phones, Email Management, Client Meeting Setup, Document Management, Postage Meter Maintenance, Shredding, Office Supply Coordination, Technology Support Liaison, Facilities Management, Business Services Management, Events Planning, Client Onboarding, Account Forms Preparation, Client Review Reporting, Scheduling
Specialization
Candidates should possess a minimum of 2 to 3 years of relevant work experience, with a Bachelor's degree being preferred. A high degree of proficiency with MS Office products (Word, Excel, Outlook, PowerPoint) is mandatory, along with the ability to communicate professionally with all employee levels and clients.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator at The Emergency Center LLC
San Antonio, Texas, United States - Full Time
Skills Needed
Patient Services Coordination, Administrative Functions, Teamwork, Interpersonal Communication, Problem Solving, Conflict Management, Customer Service, Computer Systems Navigation, Empathy, Positive Attitude, Service Excellence, Registration
Specialization
A High School Diploma or GED is required, though post-high school education is preferred. Candidates must possess basic computer system knowledge, be able to operate standard office equipment, and demonstrate strong interpersonal skills, including problem-solving and conflict management, while maintaining a positive attitude.
Patient Services Representative at Eye Health America LLC
Greenville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
A high school diploma or equivalent is required, along with a preference for at least one year of experience in eye care or a medical environment. Candidates should possess strong customer service skills and attention to detail.
Patient Services Representative at Eye Health America LLC
Sarasota, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. Experience in eye care or a medical environment is preferred but not mandatory.
2026 Supervisor - Park Services at Six Flags Frontier LLC
Charlotte, North Carolina, United States - Full Time
Skills Needed
Supervision, Park Services, Hiring, Qualifications
Specialization
The job posting explicitly mentions 'HIRING REQ' for Qualifications, indicating specific requirements must be met for this temporary supervisor position. Further details on necessary qualifications are expected in the full job description.
Experience Required
Minimum 2 year(s)
Patient Services Representative at Eye Health America LLC
Greenville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
A high school diploma or equivalent is required, with a preference for at least one year of experience in eye care or a medical environment. The role involves various administrative tasks related to patient services.
Patient Services Representative at Eye Health America LLC
Simpsonville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must have a high school diploma or equivalent and be available to work Monday through Friday with rotating opening and closing shifts, potentially including overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Client Services Representative at Tradewind Aviation LLC
Oxford, Connecticut, United States - Full Time
Skills Needed
Communication Skills, Attention To Detail, Organizational Skills, Time Management, Problem Solving, Customer Service, Flexibility, Confidentiality, Teamwork, De Escalation, Independent Judgement
Specialization
Candidates should have strong communication skills, attention to detail, and the ability to handle difficult situations professionally. Experience in Part 135 private charter is preferred, along with the ability to work flexible hours.
Patient Services Representative at Eye Health America LLC
Sumter, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Patient Check Out, Insurance Verification, Referral Collection, Fee Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Accuracy, Customer Service, Demographic Documentation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in an eye care or general medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Verification, Data Entry, Payment Collection, Cash Drawer Balancing, Chart Evaluation, Scheduling
Specialization
Candidates must have a high school diploma or equivalent and must be available to work Monday through Friday, with rotating opening and closing shifts, and potential overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Seneca, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must possess a high school diploma or equivalent education. Preference is given to applicants with at least one year of experience in an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must have a high school diploma or equivalent and must be available to work Monday through Friday, with rotating opening and closing shifts, and potential overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Jacksonville, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Scanning, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Past Due Account Monitoring, Cash Drawer Balancing, Chart Data Evaluation, Customer Service, Ophthalmology Experience
Specialization
A high school diploma or equivalent is required, along with a valid and active Driver's License. Previous experience in an eye care or general medical environment is considered a plus for this role.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Account Monitoring, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
A high school diploma or equivalent is required for this role. Preference is given to candidates who possess at least one year of experience within an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Signature Verification
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates who possess at least one year of experience working in an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Bonita Springs, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
Candidates must possess a high school diploma or equivalent and should ideally have at least one year of experience within an eye care or general medical setting. Availability must cover Monday through Friday, with potential requirements for overtime and travel to various clinic locations.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Account Monitoring, Payment Collection, Cash Drawer Balancing, Chart Accuracy Evaluation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in eye care or a medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Seneca, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation, Referral Collection, Professional Communication
Specialization
A high school diploma or equivalent is required, with a preference for at least one year of experience in eye care or a medical environment. The role involves various administrative tasks related to patient services.
Patient Services Representative at Eye Health America LLC
Anderson, South Carolina, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Professional Communication, Multi Specialty Ophthalmology Support
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
St. Johns, Michigan, United States - Full Time
Skills Needed
Patient Check In, Insurance Processing, Demographic Documentation, Authorization Collection, Patient Check Out, Payment Collection, Cash Drawer Management, Chart Evaluation
Specialization
A high school diploma or equivalent is required, along with a valid driver's license. Previous experience in eye care or a medical environment is preferred but not mandatory.
Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
Indianapolis, Indiana, United States -
Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Office Administration, Answering Phones, Email Management, Client Meeting Setup, Document Management, Postage Meter Maintenance, Shredding, Office Supply Coordination, Technology Support Liaison, Facilities Management, Business Services Management, Events Planning, Client Onboarding, Account Forms Preparation, Client Review Reporting, Scheduling

Industry

Financial Services

Description
Description Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future. We are seeking a talented and resourceful Client Services Associate. The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. The Client Services Associate position offers competitive pay, a generous bonus program and comprehensive benefits package. Responsibilities: All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc. Office supply coordinator Technology support liaison Building service requests Facilities and business services management Events planning as required Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc. Maintain scheduling, within parameters set for multi-advisors Coordinate client meetings Salesforce/CRM experience Prepare and run reporting as needed Process required reporting, distributed to designated parties Requirements Minimum 2-3 years of relevant work experience Bachelor’s degree preferred Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner Benefits package: Profit Sharing Bonus Program 401(k) with Employer Match (up to 4%) Comprehensive Medical, Dental, and Vision Insurance Company-paid Long-term Disability, Life Insurance, and EAP Voluntary Short-term Disability and Supplemental Insurance Generous PTO (112 hours after 90 days) + 12 Paid Holidays Training, Development, and Educational Opportunities Company Events, Recognition Awards, and Team Activities
Responsibilities
This role involves performing a variety of daily administrative tasks to support business growth and service excellence, including managing office functions like phones, emails, document conversion, and supply coordination. Key duties also include coordinating client meetings, onboarding new clients, preparing reports, and maintaining scheduling for multiple advisors.
Client Services Associate at LARSON FINANCIAL HOLDINGS, LLC
Indianapolis, Indiana, United States - Full Time
Skills Needed
Office Administration, Answering Phones, Email Management, Client Meeting Setup, Document Management, Postage Meter Maintenance, Shredding, Office Supply Coordination, Technology Support Liaison, Facilities Management, Business Services Management, Events Planning, Client Onboarding, Account Forms Preparation, Client Review Reporting, Scheduling
Specialization
Candidates should possess a minimum of 2 to 3 years of relevant work experience, with a Bachelor's degree being preferred. A high degree of proficiency with MS Office products (Word, Excel, Outlook, PowerPoint) is mandatory, along with the ability to communicate professionally with all employee levels and clients.
Experience Required
Minimum 2 year(s)
Patient Services Coordinator at The Emergency Center LLC
San Antonio, Texas, United States - Full Time
Skills Needed
Patient Services Coordination, Administrative Functions, Teamwork, Interpersonal Communication, Problem Solving, Conflict Management, Customer Service, Computer Systems Navigation, Empathy, Positive Attitude, Service Excellence, Registration
Specialization
A High School Diploma or GED is required, though post-high school education is preferred. Candidates must possess basic computer system knowledge, be able to operate standard office equipment, and demonstrate strong interpersonal skills, including problem-solving and conflict management, while maintaining a positive attitude.
Patient Services Representative at Eye Health America LLC
Greenville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
A high school diploma or equivalent is required, along with a preference for at least one year of experience in eye care or a medical environment. Candidates should possess strong customer service skills and attention to detail.
Patient Services Representative at Eye Health America LLC
Sarasota, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
Candidates must have a high school diploma or equivalent and a valid driver's license. Experience in eye care or a medical environment is preferred but not mandatory.
2026 Supervisor - Park Services at Six Flags Frontier LLC
Charlotte, North Carolina, United States - Full Time
Skills Needed
Supervision, Park Services, Hiring, Qualifications
Specialization
The job posting explicitly mentions 'HIRING REQ' for Qualifications, indicating specific requirements must be met for this temporary supervisor position. Further details on necessary qualifications are expected in the full job description.
Experience Required
Minimum 2 year(s)
Patient Services Representative at Eye Health America LLC
Greenville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation
Specialization
A high school diploma or equivalent is required, with a preference for at least one year of experience in eye care or a medical environment. The role involves various administrative tasks related to patient services.
Patient Services Representative at Eye Health America LLC
Simpsonville, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must have a high school diploma or equivalent and be available to work Monday through Friday with rotating opening and closing shifts, potentially including overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Client Services Representative at Tradewind Aviation LLC
Oxford, Connecticut, United States - Full Time
Skills Needed
Communication Skills, Attention To Detail, Organizational Skills, Time Management, Problem Solving, Customer Service, Flexibility, Confidentiality, Teamwork, De Escalation, Independent Judgement
Specialization
Candidates should have strong communication skills, attention to detail, and the ability to handle difficult situations professionally. Experience in Part 135 private charter is preferred, along with the ability to work flexible hours.
Patient Services Representative at Eye Health America LLC
Sumter, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Patient Check Out, Insurance Verification, Referral Collection, Fee Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Accuracy, Customer Service, Demographic Documentation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in an eye care or general medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Verification, Data Entry, Payment Collection, Cash Drawer Balancing, Chart Evaluation, Scheduling
Specialization
Candidates must have a high school diploma or equivalent and must be available to work Monday through Friday, with rotating opening and closing shifts, and potential overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Seneca, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must possess a high school diploma or equivalent education. Preference is given to applicants with at least one year of experience in an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Easley, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Data Entry, Insurance Verification, Payment Collection, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Professional Communication
Specialization
Candidates must have a high school diploma or equivalent and must be available to work Monday through Friday, with rotating opening and closing shifts, and potential overtime. Preference is given to applicants with at least one year of experience in eye care or a medical environment.
Patient Services Representative at Eye Health America LLC
Jacksonville, Florida, United States - Full Time
Skills Needed
Patient Check In, Insurance Scanning, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Past Due Account Monitoring, Cash Drawer Balancing, Chart Data Evaluation, Customer Service, Ophthalmology Experience
Specialization
A high school diploma or equivalent is required, along with a valid and active Driver's License. Previous experience in an eye care or general medical environment is considered a plus for this role.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Account Monitoring, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
A high school diploma or equivalent is required for this role. Preference is given to candidates who possess at least one year of experience within an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Naples, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Cash Drawer Balancing, Chart Evaluation, Signature Verification
Specialization
A high school diploma or equivalent is required for this position. Preference is given to candidates who possess at least one year of experience working in an eye care setting or a general medical environment.
Patient Services Representative at Eye Health America LLC
Bonita Springs, Florida, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Professional Greeting, Time Management, Insurance Scanning, Data Entry, Demographic Information Entry, Authorization Collection, Referral Collection, Fee Collection, Payment Posting, Appointment Scheduling, Cash Drawer Balancing, Chart Verification, Signature Obtaining
Specialization
Candidates must possess a high school diploma or equivalent and should ideally have at least one year of experience within an eye care or general medical setting. Availability must cover Monday through Friday, with potential requirements for overtime and travel to various clinic locations.
Patient Services Representative at Eye Health America LLC
Florence, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Insurance Verification, Demographic Documentation, Authorization Collection, Referral Collection, Patient Check Out, Fee Processing, Appointment Scheduling, Account Monitoring, Payment Collection, Cash Drawer Balancing, Chart Accuracy Evaluation
Specialization
Candidates must possess a high school diploma or equivalent and maintain a valid and active Driver’s License with reliable transportation. Previous experience in eye care or a medical environment is considered a plus.
Patient Services Representative at Eye Health America LLC
Seneca, South Carolina, United States - Full Time
Skills Needed
Patient Check In, Customer Service, Insurance Verification, Data Entry, Payment Processing, Appointment Scheduling, Cash Handling, Chart Evaluation, Referral Collection, Professional Communication
Specialization
A high school diploma or equivalent is required, with a preference for at least one year of experience in eye care or a medical environment. The role involves various administrative tasks related to patient services.
Patient Services Representative at Eye Health America LLC
Anderson, South Carolina, United States - Full Time
Skills Needed
Patient Registration, Insurance Verification, Data Entry, Payment Collection, Appointment Scheduling, Customer Service, Cash Handling, Medical Records Management, Professional Communication, Multi Specialty Ophthalmology Support
Specialization
Candidates must have a high school diploma or equivalent. At least one year of experience in an eye care or medical environment is preferred.
Patient Services Representative at Eye Health America LLC
St. Johns, Michigan, United States - Full Time
Skills Needed
Patient Check In, Insurance Processing, Demographic Documentation, Authorization Collection, Patient Check Out, Payment Collection, Cash Drawer Management, Chart Evaluation
Specialization
A high school diploma or equivalent is required, along with a valid driver's license. Previous experience in eye care or a medical environment is preferred but not mandatory.