Client Services Coordinator, Non-Profit

Summary of Job Responsibilities and Requirements (approx. % of time)

• Provide front-line telephone coverage for the Energy Conservation Department answering calls assisting clients directing callers to the appropriate staff and logging calls (estimated weekly volume of 50 calls). Conduct preliminary intake questionnaires to determine program suitability follow up with clients via phone email or in person and ensure timely processing of applications. 40%
• Qualify eligible clients for home repair assistance. This task will include (but not be limited to) the following: Selecting applicants distributing applications following up with clients regarding missing documentation answering client questions and explaining program aspects to clients scheduling appointments to meet with clients compiling and securing sensitive client information and completing calculations using obtained income and asset documentation. For programs with limited or insufficient waiting lists the Client Services Coordinator will be responsible for coordinating marketing/ outreach efforts to build a larger client pool. 30%
• Manage office workflow process incoming mail (applications missing documents inquiries) and mail/email applications to clients requesting services; Maintain office equipment. 10%
• Maintain state and agency databases (both digital and physical) to ensure accuracy and efficiency while upholding confidentiality of client records and files. 10%
• Schedule audits for home energy auditors/QCI inspectors and log essential information into the department calendar. 10%
• Represent the organization in a professional manner to all clients agency partners and internal personnel.
• Participate in agency training federal program requirements and publicity events promoting agency programs.
• Perform additional responsibilities as needed for organizational success.

Key Qualifications Skills and Abilities

• Bachelors degree in Business/Finance Social Work Government/Political Science Economics Communications or related discipline preferred; combination of experience and education will be considered in lieu of formal education.
• Minimum 2 years work experience in Customer Service Finance &/or Social Work administration; working with the public.
• Evaluating information to determine compliance with program standards.
• Familiarity with Microsoft Office Suite teleconferencing data entry and database management.
• Effectively work in a collaborative team environment leveraging oral and written communication skills.
• Promotes and adheres to the companys mission vision and values policies and applicable laws in a fair and equitable manner.
• Represents the organization in a professional manner to all clients vendors and internal personnel.
• Typical workdays and hours are Mon. - Thurs. 7 AM to 5 PM on site; one day per week teleworking is possible after 60 days.
• Bilingual in English and Spanish preferred.
• Successfully complete pre-employment background screening.

Competitive Salary & Benefits Package including health dental vision life insurance LTD paid time off and 401(k) contribution! Professional development opportunities and support. Work life balance and opportunity for some teleworking! The hourly range is $18 / hr. to $21 / hr. depending upon related credentials and work experience. This is an overtime pay eligible role.

Warren Whitney (The Firm) is an equal opportunity employer. The Firm on behalf of its client will not discriminate against applicants or employees on the basis of race color religion national origin age sex pregnancy (including childbirth or related medical condition) disability genetic information sexual orientation gender identity military status citizenship or any other class protected by applicable law. The Firm reserves the right to alter change modify and/or terminate this job posting at any time without notice or obligation to any party.

Required Experience:

IC