Client Services Assistant (Finance)

The Student Health and Wellness Center (SHWC) is a primary care medical clinic for USF Students.
Physicians, nurse practitioners, physician assistants, and nurses provide medical evaluation and care by appointment. Specialty services include sexual health & gynecology, dermatology, sports medicine, travel medicine, psychiatry, and antigen clinic. Lab services are available on site, as well as aiding students with immunization, insurance compliance, and administering the student health insurance plan.

The Client Services Assistant (CSA) ensures access to Student Health services at all 4 locations for USF's student populations via the phone, online or in-person. The CSAs are part of the SHWC Patient Services Team and are assigned as needed to work the Call Center or Front Desk on multiple floors/locations. Therefore, this position serves as a vital link in the communication chain between the patient and caregiver and access to the services provided at all locations.Minimum Qualifications:

This position requires a high school diploma or equivalent, with two years of experience in an office or administrative support position. Appropriate college coursework or vocational/technical training may substitute at an equivalent rate for the required experience. Testing may be required to assess competency on word processing software.

Preferred Qualifications:

At least 2 years of General Office, Clinical or Call Center environment with one year of experience working with electronic medical records operating system {EMR), Microsoft Outlook, Word, Excel and Teams.

This position may be subject to a Level 1 or Level 2 criminal background check

Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Contact the USF ADA Lead ( hr-ADA-Request@usf.edu ) to coordinate your accommodation request.Working at USF
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With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF's rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida's best large employers, ranked No. 1 among the state's 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.
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About USF
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The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference. Learn more at www.usf.edu .

• Responsible for patient registration, scheduling, check in/out, and posting self-pay medical charges and payments, while ensuring that confidential patient information (demographics and insurance data) is accurately entered or updated into the current electronic medical records operating system (EMR) while adhering to HIPAA guidelines and current scheduling guidelines. Additional duties include greeting and assisting callers, visitors, and patients. Verifying student eligibility to access SHWC, scanning insurance cards and ID Cards. Efficiently work with other programs utilized by SHWC in order to assist with scheduling effectively or obtaining information to perform daily duties.
• Process online appointment requests and respond to EMR questions/requests and with patients via phone, emails and EMR while handling incoming calls and walk-ins.
• Assists SHWC clinical team with registration and scheduling requests. Monitor live chat with clinical staff and process requests in timely manner.
• Assists SHWC Compliance Office with registration and scheduling requests for immunizations and lab compliance appointments.
• Attends meetings, completes special assignments and performs other administrative duties as required to support the mission and function of the unit and SHWC.
• Performs other duties as assigned.