Financial Services Associate; Financial Counseling

NYU Langone Health is a fully integrated health system that consistently achieves the best patient outcomes through a rigorous focus on quality that has resulted in some of the lowest mortality rates in the nation. Vizient Inc. has ranked NYU Langone the No. 1 comprehensive academic medical center in the country for three years in a row, and U.S. News & World Report recently placed nine of its clinical specialties among the top five in the nation.

NYU Langone offers a comprehensive range of medical services with one high standard of care across six inpatient locations, its Perlmutter Cancer Center, and over 320 outpatient locations in the New York area and Florida. With $14.2 billion in revenue this year, the system also includes two tuition‑free medical schools, in Manhattan and on Long Island, and a vast research enterprise with over $1 billion in active awards from the National Institutes of Health.

We have an exciting opportunity to join our team as a Financial Services Associate. In this role, the successful candidate is part of the Financial Counseling team, the Financial Services Associate supports administrative and operational functions that ensure accurate patient account management and an exceptional patient experience. This role serves as a key contact for patient and staff inquiries, ensuring timely routing, clear communication, and adherence to departmental and organizational standards.

• Demonstrate understanding of NYU Langone Health and Financial Counseling policies, procedures, and service standards.
• Maintain compliance with HIPAA and all applicable regulatory requirements when handling patient information.
• Support Financial Counseling initiatives related to patient access, financial assistance, and insurance accuracy.
• Adapt to workflow changes and evolving departmental needs while maintaining service quality.
• Maintain awareness of the impact of decisions and actions on departmental finances and operations.
• Perform additional duties as assigned to support team and organizational goals.

• Sort, scan, organize, and distribute incoming mail, e‑mail, and faxes to Financial Counselors and appropriate teams.
• Prepare, organize, and route documents needed for financial counseling, insurance verification, and financial assistance applications.
• Assist with administrative tasks such as preparing documents/forms, obtaining required signatures, and tracking follow‑up items.
• Support communication between Financial Counselors, Patient Access, and Patient Financial Services by ensuring timely and accurate routing of information.
• Ensure all correspondence and documentation are handled promptly and professionally.
• Support the collection and organization of patient and departmental documentation.
• Maintain tracking tools to support workflow management and follow‑up.
• Conduct outreach to obtain or clarify required information.
• Assist with coordinating daily departmental activities and schedules.
• Provide general administrative support for meetings, trainings, and audit preparation.

• Answer patient, family, provider, and internal staff inquiries promptly, courteously, and professionally.
• Route inquiries to the appropriate Financial Counselor or department based on patient need.
• Provide general information to patients regarding documentation requirements, billing correspondence, and next steps in financial counseling workflows.
• Demonstrate empathy, professionalism, and respect in all interactions with patients and colleagues.
• Escalate complex questions or patient concerns to Financial Counselors or leadership as appropriate.

• Exercise sound judgment in prioritizing tasks, handling confidential information, and determining appropriate routing for inquiries and documents.
• Identify issues or missing information and proactively alert Financial Counselors or supervisors.
• Anticipate workflow needs and take initiative to maintain smooth daily operations.
• Offer suggestions for improving administrative processes, data accuracy, and communication workflows.
• Maintain a neat, organized, and professional work environment.
• Seek opportunities to expand knowledge and strengthen skills relevant to revenue…