Client Service Specialist – Spanish Bilingual – Sign-On Bonus

TeamBuilders Behavioral Health • Taos, NM

14d • Onsite

About The Position

The Client Services Specialist (CSS) is the primary front desk representative and is responsible for the day-to-day operations and workflow of the front office. The role is the first point of contact for clients, caregivers, and visitors, and provides a welcoming, organized, and professional environment while helping people access behavioral health services. The CSS takes ownership of front desk operations, including client intake, scheduling, communication, payments, documentation, and administrative processes.

The position supports referrals and admissions, including brief intake interviews, insurance verification, enrollment, screening, and coordination with clinical staff, schools, and referral sources. For school-based referrals, the CSS conducts outreach to parents or guardians and referral sources, aims to complete brief intake interviews and schedule initial appointments within 24 hours, records information in the electronic medical record (EMR) and tracking logs, and keeps provider capacity information current. The role also supports office organization, meetings, seminars, supervision, and training. This position 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.
• Proficient typing and strong organizational, verbal, and written communication skills.
• Competence with 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 with data systems, software applications, and electronic reporting.
• Must maintain a clean driving record and active auto insurance.

Nice To Haves

• Bilingual/bicultural English and Spanish skills are strongly preferred; fluent bilingual candidates may be eligible for an additional sign-on bonus.
• Bachelor’s degree in human services or a related field preferred.

Responsibilities

• Uphold TeamBuilders’ philosophy, policies, and standards of conduct, and follow program and state regulations related to care for children, adolescents, adults, and families.
• 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.
• Collect, log, and process client payments, and pursue outstanding balances as directed by Billing.
• Collect 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 call, 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 through authorized vendors according to company policy.
• File supporting documents in client charts using correct naming and filing protocols; provide data entry, scanning, electronic filing, fax retrieval and distribution, and general phone coverage.
• Coordinate with referral sources and self-referrals, conducting initial intakes, insurance verification, enrollment, and screening in collaboration with the Clinical Supervisor.
• Assist clients with registration, informed consents, forms, and authorizations.
• Compile reports and accurately enter data into electronic systems and tracking logs.
• Process new and inter-agency school-based referrals and prepare Parent Packets for therapists and schools.
• Contact parents or guardians and referral sources to complete brief intake interviews within 24 hours of referral receipt when possible; follow up by text or email as needed and copy program or clinical supervisors on communications.
• Enter demographic, insurance, and health information into the EMR and log referrals and data in the Tracking Log; verify insurance and confirm payment methods for new clients.
• Coordinate with clinical staff regarding referral status and intake progress, and schedule the first available appointment with assigned providers within 24 hours.
• Keep the Provider Capacity Spreadsheet updated and attend monthly in-person team meetings in Santa Fe to discuss school-based referral progress and challenges.
• Support clinical seminars, meetings, supervision, training events, and special events, and provide additional administrative assistance as needed.
• 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.
• 9 paid holidays.
• Sick accrual.
• Vacation accrual.
• Bereavement leave.
• Parental leave.
• 401(k) retirement plan.
• Eligibility for federal HRSA Public Service Loan Repayment Programs.
• Additional sign-on bonus may be available for qualified candidates fluent in English and Spanish.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED