Client Services Coordinator

Responsibilities

• Assist supervisor in intake processing, eligibility determination, outreach, and file and record maintenance for assigned clients.
• Collaborate with other PWC departments to ensure client needs are met and complaints or concerns are addressed promptly.

Requirements

• Support clients and provide quality customer service via phone calls, chats, email exchanges, and in-person visits.
• Provide guidance on PWC's programs and services, set reasonable expectations, and assist potential clients in preparing applications and securing supporting documents.
• Assign weekly tasks to team members to ensure appropriate coverage in all areas and functions of the team.
• Afford assistance to the supervisor in tracking team metrics and output – calls answered, applications processed, etc.
• Attend outreach events and represent the agency while connecting with potential clients, volunteers, donors, and supporters.
• Maintain accurate records and reports of eligible and ineligible clients and service referrals of client records.
• Supply additional resources for clients by making appropriate referrals within and outside the agency.