Job Description

Job Description

Client Service Associate will work directly with the court appointed Conservator to complete various administrative tasks. In this role, you be responsible for working with assigned clients to ensure day-to-day needs are met. And achieve and maintain close contact with clients. This will also involve building relationships with the Probate court team and numerous other teams you will contact to ensure clients’ services are in place.

30 hours per week to start (Can become full-time)

Work schedule: 6 hours - Monday to Friday (flexible)

Duties include but are not limited to:

• Perform associated duties based on the specific needs of the Client as court instructions
• Advocating for those who needs help
• Ability to understand the need of each client individually
• Ability to quickly and accurately enter data excel client system.
• Process Banking and social services request
• Assist with resolution of client needs as they arise
• Communicate effectively with clients and other team members
• Maintain client confidentiality
• Participate in internal and external meeting/court hearing
• Keep update records/notes on each client
• Ability to translate as needed
• Maintain client files
• Use Word and Excel as part of Microsoft Office tools

The Requirements

1 Enjoy being an advocate for those who need help

2 0-2 year experience in client-facing role

3 Some college experience preferred

4 Demonstrate strong problem-solving capability

5 Excellent verbal and written communication skills to include phone conversation and email communication

6 Demonstrated analytical ability, strong decision-making skills, and conflict resolution

7 Ability to work independently, yet actively and appropriately engage the services needed by clients

8 Strong time management and organization skills

9 Solid working knowledge of computer software packages including MS Word and MS Excel

10 Strong attention to detail.

11 Goes above and beyond current role requirements

Company Description

Conservator appointed by the local probate courts to service client who a in need of help.

Company Description

Conservator appointed by the local probate courts to service client who a in need of help.