Business Operations Specialists, All Other

AI does it end-to-end

1. Prepare and submit expense reports for processing at the direction of the FA/PWA.
   17 jobs · 1 role · 100% confidence
2. Prepare materials for client meetings using firm-approved systems.
   17 jobs · 1 role · 65% confidence
3. Assist with general in-office support functions such as copying, filing, and scanning documentation.
   16 jobs · 1 role · 88% confidence
4. Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA.
   15 jobs · 1 role · 100% confidence
5. Maintain travel itineraries.
   15 jobs · 1 role · 100% confidence
6. Relay stock positions and provide account balances, including funds due and margin debit.
   13 jobs · 1 role · 92% confidence
7. Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams.
   12 jobs · 1 role · 100% confidence
8. Prepare expense reports.
   12 jobs · 1 role · 100% confidence
9. Initiate data entry of provider-related demographic information changes.
   8 jobs · 1 role · 100% confidence
10. Enter provider demographic information changes into the system.
    7 jobs · 1 role · 100% confidence
11. Maintain historical contract information.
    7 jobs · 1 role · 100% confidence
12. Initiate invoicing activities.
    6 jobs · 1 role · 100% confidence

Human + AI together

1. Execute money movement transactions at the request of the client and/or FA/PWA.
   18 jobs · 1 role · 100% confidence
2. Investigate, resolve, and communicate provider claim issues and changes.
   18 jobs · 1 role · 100% confidence
3. Receive and respond to external provider-related issues.
   18 jobs · 1 role · 100% confidence
4. Remain current on all policies, procedures, and new platforms.
   18 jobs · 1 role · 100% confidence
5. Write and update provider orientation materials.
   18 jobs · 1 role · 100% confidence
6. Complete special projects as assigned.
   17 jobs · 1 role · 100% confidence
7. Educate providers on policies and procedures related to referrals and claims submission, website usage, EDI solicitation, and related topics.
   17 jobs · 1 role · 88% confidence
8. Educate or enroll clients in digital tools such as MSOnline, eSign, and eAuthorization.
   16 jobs · 1 role · 100% confidence
9. Use data analytics to track and monitor provider performance.
   16 jobs · 1 role · 94% confidence
10. Evaluate provider performance and develop strategic plans to improve performance.
    15 jobs · 1 role · 100% confidence
11. Triages provider issues for resolution by internal partners.
    15 jobs · 1 role · 100% confidence
12. Answer general non-investment-related questions concerning client accounts.
    13 jobs · 1 role · 100% confidence

Judgment, taste, accountability

1. Manage network performance for the assigned territory through a consultative account management approach.
   18 jobs · 1 role · 94% confidence
2. Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
   18 jobs · 1 role · 83% confidence
3. Conduct regular in-person visits with physicians to provide real-time support.
   17 jobs · 1 role · 100% confidence
4. Discuss performance metrics with physicians.
   17 jobs · 1 role · 53% confidence
5. Serve as the primary contact for providers and act as a liaison between providers and the health plan.
   17 jobs · 1 role · 94% confidence
6. Participate in firm initiatives, special projects, training, education programs, and other duties directed by local management.
   16 jobs · 1 role · 100% confidence
7. Assist FAs/PWAs/teams in delivering against their business plan and client service model.
   13 jobs · 1 role · 54% confidence
8. Comply with all policies and standards.
   13 jobs · 1 role · 100% confidence
9. Collaborate with physicians on value-based care model initiatives.
   10 jobs · 1 role · 100% confidence
10. Conduct provider orientations and ongoing provider education.
    9 jobs · 1 role · 100% confidence
11. Establish working relationships with district-level agencies and key stakeholders.
    9 jobs · 1 role · 100% confidence
12. Lead the team executing approved projects under the RAMP scheme.
    9 jobs · 1 role · 100% confidence