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5 results for Patient Financial Services Representative in Stockton, CA

Patient Account Representative

Sacramento, CA
onsite
Temporary to Hire
22 - 24 USD / Hourly
We are looking for a Patient Account Representative to support revenue cycle operations for healthcare accounts in Sacramento, California. This contract opportunity is ideal for someone who can balance accurate claim follow-up, strong payer knowledge, and responsive service when working with patients, providers, and insurance representatives. The person in this role will help resolve billing and reimbursement issues, monitor payment accuracy against contracted terms, and keep account activity moving forward in a fast-paced environment. Responsibilities: • Manage follow-up activities for patient accounts involving Medi-Cal and other insurance plans to drive timely resolution and payment. • Review reimbursements against Medicare, Medi-Cal, and other payer agreements to confirm payments are processed at the correct contracted rates. • Complete assigned NextGen work queues in accordance with departmental policies and established turnaround expectations. • Submit account correction requests when adjustments are warranted and ensure documentation supports each change. • Respond to inquiries from patients, clinics, physicians, and insurance carriers with clear and effective communication. • Prepare and file first- and second-level appeals for denied, unpaid, or underpaid claims, and route higher-level appeals for review before submission. • Process claim billing, including adding required chart notes, referrals, or other supporting records when necessary. • Research eligibility, authorization, and insurance coverage details for preemie-related claims before billing activity begins. • Resolve straightforward denial work items, post share-of-cost updates when patients pay directly, and escalate payer-specific concerns or trends to leadership.
2026-08-06T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T00:00:00Z

Inside Sales and Customer Service Representative

Fremont, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a proactive Inside Sales and Customer Service Representative to support daily customer interactions and branch coordination in California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing customer service, order processing, and sales support in a fast-paced environment. The person in this role will help ensure accurate documentation, timely follow-up, and a high standard of service for customers and internal teams. Responsibilities: • Handle incoming customer questions, service requests, and order-related concerns through phone and email with professionalism and urgency. • Prepare and distribute sales and operational paperwork such as invoices, contracts, pick documents, packing records, and return-related forms. • Take ownership of customer concerns by addressing routine issues directly and escalating more complex situations to the appropriate team members for resolution. • Coordinate closely with branch staff, outside sales partners, and operational teams to keep communication clear and service activities on track. • Provide requested records, transaction details, and supporting documentation to customers and internal locations as needed. • Monitor open issues and follow up consistently with customers and internal departments until each matter is fully resolved. • Identify service problems or unusual conditions that may affect the customer experience and communicate them to leadership promptly. • Support branch operations with occasional after-hours response needs or facility opening and closing duties when required.
2026-08-05T00:00:00Z

Financial Planner at RIA

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T00:00:00Z