Financial Services Associate (Financial Counseling)

NYU Langone Health • New York, NY

1d • $50,205 - $58,650

About The Position

The Financial Services Associate supports the Financial Counseling team’s administrative and operational functions to ensure accurate patient account management and an exceptional patient experience. The role serves as a key contact for patient and staff inquiries, ensuring timely routing, clear communication, and adherence to departmental and organizational standards.

The position supports financial counseling, insurance verification, and financial assistance workflows by organizing documentation, maintaining records and tracking tools, responding to inquiries, coordinating departmental activities, and helping ensure compliance and data quality. The associate collaborates with Financial Counselors, Patient Access, Patient Financial Services, and other teams, and provides general information to patients about documentation requirements, billing correspondence, and next steps in financial counseling workflows.

Requirements

• Associate's degree preferred but not required, or an equivalent combination of education and experience.
• 2–3 years of experience in patient accounts or a related field, or an equivalent combination of education and experience.
• Knowledge of third-party operations.
• Familiarity with automated patient accounting systems.
• Excellent communication and interpersonal skills.
• Ability to communicate effectively with all levels of the organization.

Responsibilities

• Demonstrate understanding of NYU Langone Health and Financial Counseling policies, procedures, and service standards.
• Maintain compliance with HIPAA and applicable regulatory requirements when handling patient information.
• Support initiatives related to patient access, financial assistance, and insurance accuracy, and adapt to workflow changes while maintaining service quality.
• Sort, scan, organize, and distribute incoming mail, email, and faxes to Financial Counselors and appropriate teams.
• Prepare, organize, and route documents for financial counseling, insurance verification, and financial assistance applications.
• Prepare documents and forms, obtain required signatures, track follow-up items, and support communication among Financial Counselors, Patient Access, and Patient Financial Services.
• Conduct outreach to obtain or clarify required information and assist with coordinating daily departmental activities and schedules.
• Provide general administrative support for meetings, trainings, and audit preparation.
• Answer patient, family, provider, and staff inquiries promptly and professionally; route inquiries appropriately and escalate complex questions or concerns when needed.
• Provide general information about documentation requirements, billing correspondence, and next steps in financial counseling workflows.
• Prioritize tasks, handle confidential information appropriately, identify missing information, and alert Financial Counselors or supervisors to issues.
• Maintain accurate documentation, logs, electronic records, filing systems, and tracking tools; scan, image, index, and archive patient and departmental documents.
• Review records for accuracy and completeness, resolve discrepancies, and prepare requested data for audits, reporting, or departmental review within required timeframes.
• Monitor office supply inventory, process orders, track usage, and ensure administrative materials are available.
• Collaborate with Financial Counselors, Patient Access, Patient Financial Services, and other departments; assist colleagues during peak times or staffing shortages.
• Support Financial Counselors with preparation for patient consultations, assessments, and outreach activities.
• Support quality improvement initiatives, monitor document and data quality, follow documentation and audit guidelines, and comply with medical center, CMS, federal, state, and regulatory standards.
• Maintain a neat, organized, and professional work environment; suggest improvements to administrative processes and communication workflows.
• Perform additional duties as assigned.

Benefits

• Comprehensive benefits and wellness package.
• Financial security benefits.
• Generous time-off program.
• Employee resource groups for peer support.
• Employee wellness program covering physical, mental, nutritional, sleep, social, financial, and preventive care.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree