General Summary

The Client Service Specialist identifies and evaluates client needs to determine eligibility for which program(s) an individual may qualify. Provides access and referrals to needed services, materials, programs and information. Collaborate on achieving monthly, quarterly, and yearly metrics and departmental goals.

Primary Responsibilities

1. Client Services

Greets clients in person, by email, or by phone.

Review client paperwork and collect supporting documentation as required to document and determine eligibility.

Answer or make calls to clients to address their needs, complaints, or questions regarding program services.

Provide accurate and thorough data entry intake using operating software for CEAP and related programs.

Process accurate client assistance using operating software for CEAP and related programs.

2. Outreach and Engagement

Participates in outreach events.

Effectively communicate programs and services provided.

3. Other duties as assigned

Work Experience

Required

2-year experience in data entry showing trend to increased responsibilities

Preferred

N/A

Education/Certifications/Licensure

Required

High School Diploma or GED.

The candidate must have a valid driver's license, a safe driving record and be able to pass a pre-employment physical and criminal history background check.

Preferred

Associate's Degree in Business or a related field is preferred

Skills

Required

The candidate must be proficient with Microsoft or related software

Analytical ability to detect and resolve errors.

Preferred

Interpersonal skills necessary to effective communication and people skills (bilingual in English/Spanish preferred).

Physical Requirements

If a preliminary offer of employment is extended, a physical will be required before the offer can be accepted.

Light to medium physical duties include standing, walking, reaching, bending, hearing, talking for up to eight (8) hours a day.

Must have good vision

Must be able to lift thirty-five pounds. Lifting will be primarily confined to occasional on premises lifting of boxes of office supplies and minor office equipment.