Client Services Specialist

Peoria, AZOnsiteFull TimeEntry-level (exp-based)$18–$20 /hrPosted 1 month ago

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Required skills

case management
client intake
eligibility screening
community resources
record keeping
confidentiality
compliance
MS Office
Outlook
Teams

Nice to have

B.A. degree
client satisfaction

Role summary

AllThrive 365 is seeking a Client Services Specialist to provide direct assistance and case management to vulnerable populations. This role involves client intake, needs assessment, connecting clients to community resources (budgeting, employment, etc.), and maintaining electronic records. The Specialist acts as a liaison between AllThrive 365 programs and external organizations. Key responsibilities include ensuring compliance with policies and funding requirements, maintaining client confidentiality, and participating in quality improvement efforts. The position requires strong communication, interpersonal, and analytical skills, proficiency in MS Office, bilingual Spanish/English capabilities, and a valid driver's license. This is an onsite, individual contributor role with no direct reports.

Position Summary

The Client Services Specialist assists AllThrive 365’s community service programs to attain contractual program objectives and goals by providing direct assistance and case management services to vulnerable populations using resources from various funding sources. Encourages and promotes self-sufficiency through assessment of client needs, listening to concerns, and connecting clients to community resources and other educational opportunities designed to assist them with services such as budgeting and finances, employment services and other necessary support systems that will increase a person’s ability change, be self-sufficient and/or improve their quality of life. Serves as a liaison between AllThrive 365 community service programs and external community organizations.

This position does not have direct reports.

Essential Functions:	% of Time
Intake & Assessments First point of contact for applicant screening of the programs and referrals Performs client intake procedures for all referral and walk-in clients by completing telephonic intakes, eligibility screenings, document collection, applications, and referrals Performs assessment of client needs and determines eligibility for programs and services Communicates in person or via email or telephone regarding qualifications, follow-ups or requirements	35%
Case Management Provides case management in a confidential, timely, effective, efficient, and client-centered manner Coordinates and provides services such as budgeting and finances, employment services and other necessary support systems that will increase the person’s ability change, be self-sufficient and/or improve their quality of life Provides referral services for clients whose needs are outside their scope of practice and/or not available at the program site Completes and compiles demographic information for funding sources	35%
Custodian of Records Processes and maintains application using electronic records system Maintains client files in accordance with funding sources regulations, contract requirements and AllThrive 365 procedures, with special emphasis on client confidentiality	15%
Quality & Compliance With a strong focus on client satisfaction, ensures compliance with all AllThrive 365 policies, procedures, and practices, and other contract and licensure requirements, and funding sources; and applies knowledge to the work in accordance with quality standards Records and compiles data as a part of the program's quality and performance review Attends and actively participates in initial and on-going training and development programs and opportunities, weekly unit meetings all staff meetings, and demonstrates learned concepts on the job Participates in assigned work teams, as requested and appropriate Engages in continuous improvement efforts, as assigned, and strives to continuously improve the quality of care and self Communicates daily and as necessary with colleagues, nurses, supervisor, and leadership	10%
Miscellaneous Other duties as assigned	5%

Requirements

Education & Experience, Knowledge/Understanding

Bachelor’s degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
Previous case management experience
Know all AllThrive 365 programs provided in Service Area
Knowledge of resources available in the community
Possess valid AZ DL and acceptable MVR
Bilingual (English/Spanish)
Clear fingerprint background screening through the Department of Public Safety and comprehensive background clearance

Skills

Strong verbal, written, reading, and listening communication skills to include communicating clearly, effectively, tactfully, and patiently to a diverse population.
Strong interpersonal skills and demeanor with the ability to build rapport and garner trust with others.
Proficient in the use of a PC; in a Windows environment; in the use of the Internet; and in the use of MS Office Applications such as Outlook, Teams, Word and Excel.

Abilities

Ability to have and maintain reliable transportation and current vehicle insurance
Ability to maintain member confidentiality, privacy and dignity at all times
Ability to work both independently and collaboratively as part of a team
Ability to build effective relationships and nurture partnerships with a variety of stakeholders inside and outside of the organization
Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, classifying, and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; identifying the options and solutions for addressing the problems analyzed.
Willingness and ability to embody AllThrive 365’s core values:
1. COMPASSION
2. GROWTH
3. RESILIENCE
4. OPENNESS

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Position works in a climate-controlled office environment
Able to lift and/or move 25 pounds
Requires speaking, bending, stooping, lifting, standing and sitting for long periods of time in office environment
Driving a vehicle during daytime hours for travel between sites and client homes

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Client Services Specialist

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Required skills

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