Client Service Specialist – Spanish Bilingual – Sign-On Bonus

TeamBuilders Behavioral Health•Taos, NM

15d•$16 - $18

About The Position

The Client Services Specialist (CSS) serves as the primary front desk representative and is responsible for the daily operations and workflow of the front office. The role requires ownership, initiative, and independence to ensure client intake, scheduling, communications, and administrative processes are completed efficiently, accurately, and in alignment with organizational expectations. The CSS is the first point of contact for clients, caregivers, and visitors and helps maintain a welcoming, organized, and professional environment. The position supports client access to behavioral health services by coordinating scheduling, brief intake interviews, insurance verification, enrollment, screening, and referral follow-up. It also provides general administrative support, maintains client records and tracking data, and coordinates with clinical staff, referral sources, families, and school partners. The role has no supervisory duties.

Requirements

High School Diploma or GED required.
At least two years of experience in a behavioral health, medical, or healthcare office environment; front office, administrative, or office management experience is preferred.
Ability to pass local, state, and FBI criminal background checks.
Must be at least 21 years of age.
Ability to take ownership of front desk operations, prioritize tasks, solve problems, and ensure continuity of daily workflow.
Proficiency in typing and strong organizational, verbal, and written communication skills.
Competence in Google Suite, Adobe Acrobat, and Microsoft Office Suite.
Ability to meet deadlines and reliably complete assigned tasks.
Interpersonal skills to build positive, effective relationships with clients, families, and colleagues.
Computer literacy and comfort using data systems, software applications, and electronic reporting.
Must maintain a clean driving record and active auto insurance.
Uphold high standards of conduct and comply with applicable care regulations.

Nice To Haves

Bilingual and bicultural English and Spanish skills are strongly preferred; fluent qualified candidates may be eligible for an additional sign-on bonus.
Bachelor’s degree in human services or a related field preferred.
Experience in a front office, administrative, or office management capacity preferred.

Responsibilities

Uphold TeamBuilders’ philosophy, policies, standards of conduct, and applicable program and state regulations.
Welcome and check in clients and visitors in a friendly, professional manner.
Maintain the cleanliness and organization of the lobby, reception area, meeting rooms, common areas, and restrooms, including restocking supplies and emptying trash.
Collect, log, and process client payments; pursue outstanding balances as directed by Billing.
Collect, verify, and maintain required client documentation, including registration forms, consents, releases, PCP notifications, insurance cards, and overdue forms.
Answer, screen, transfer, and take messages for incoming calls.
Confirm, remind, and follow up with clients about appointments by phone, text, or email according to company procedures.
Initiate calls for pre-visit screenings, referral follow-up, collateral information gathering, and client surveys.
Document cancellations and missed appointments in the EMR, reschedule as needed, and promptly fill open provider-calendar slots.
Sort, prepare, and process incoming and outgoing mail.
Order office supplies and other items through authorized vendors in accordance with company policy.
File supporting documents in client charts using correct naming and filing protocols.
Provide front office support, including data entry, scanning, electronic filing, fax retrieval and distribution, and phone coverage.
Coordinate with referral sources and self-referring clients to conduct initial intakes, insurance verification, enrollment, and screening in collaboration with the Clinical Supervisor.
Assist clients with registration, informed consents, required forms, and authorizations.
Participate in clinical seminars, meetings, supervision, and training events.
Compile reports and enter accurate data into electronic systems and tracking logs.
Process new and inter-agency referrals and prepare Parent Packets for therapists and schools.
Contact parents, guardians, and referral sources to complete brief intake interviews, aiming to do so within 24 hours of receiving a referral; follow up by text or email as needed and copy program or clinical supervisors on communications.
Enter demographic, insurance, and health information into the agency EMR and log data and referrals in the Tracking Log.
Verify insurance and confirm payment methods for new clients.
Coordinate with clinical staff about referral status and intake progress.
Schedule the first available appointment with the assigned provider and process new appointments within 24 hours.
Keep the Provider Capacity Spreadsheet updated.
Attend monthly in-person team meetings in Santa Fe to discuss school-based referral progress and challenges.
Provide additional administrative support as needed, including during training and special events.
Perform other duties assigned by the direct supervisor or executive management.

Benefits

Medical, dental, and vision insurance for eligible employees, with a 75% employer contribution toward the base plan election.
Nine paid holidays.
Sick leave accrual.
Vacation accrual.
Bereavement leave.
Parental leave.
401(k) retirement plan.
Eligibility for Federal HRSA Public Service Loan Repayment Programs.
Potential additional sign-on bonus for qualified candidates fluent in English and Spanish.
Work-life balance, supervision, and training opportunities.