Client Services Specialist

SUMMARY

The Client Services Specialist will be responsible for auditing individuals ledgers and reporting on findings. The Client Services Specialist will assist the Representative Payee Manager with monthly statements and correspondence. This is an ideal position for a candidate with a background in healthcare billing.

BASIC FUNCTIONS AND GENERAL RESPONSIBILITIES

• Review ledgers and receipts for individuals for accuracy
• Complete reports based on findings of ledger reviews and follow-up for corrections
• Reconcile cash counts to ledgers for each individual
• Prepare client statements
• Review and file incoming correspondence
• Provide professional and timely correspondence to management to keep them informed of findings and resolutions

ORGANIZATIONAL RESPONSIBILITIES

• Protects the rights of all individuals
• Collaborates with Representative Payee Manager on assigned tasks
• Consistently communicates with the Chief Financial Officer, Controller and members of management to promote professional collaboration between departments

PHYSICAL EXPECTATIONS

This position requires extended periods of sitting. It may require light to heavy lifting and occasional stooping, kneeling, bending, and/or climbing stairs.

WORKING CONDITIONS

Office/home environment with noises from office equipment, telephones, and occasional small machinery. May be exposed to bloodborne pathogens and/or infectious diseases.

QUALIFICATIONS

• A High School Diploma or G.E.D. is required
• Must obtain and maintain Work Incentives Planning Certification within two years of employment
• Great organizational skills are critical for success in this position to assure timely documentation and communication to all stake holders within the organization
• Demonstrates professionalism and accountability
• Ensures confidentiality and security of individual information
• Able to effectively speak, read and write English
• Able to think and act calmly to meet unusual occurrences of the job
• Able to read, analyze and interpret most documents
• Excellent problem-solving skills, ability to coordinate multiple projects at once
• Excellent working knowledge and ability with Microsoft Office Suite
• Excellent working knowledge and ability with Adobe Acrobat Pro products
• Experience with Sage Intacct is preferred
• Must carry minimum coverage applicable by law for auto insurance
• Must Receive Seasonal Flu Vaccination