Client Service Specialist – Spanish Bilingual – Sign-On Bonus

TeamBuilders Behavioral Health • Santa Fe, NM

24d • Onsite

About The Position

TeamBuilders is a community-based behavioral health organization serving adults, children, and families. The Client Services Specialist (CSS) is the primary front desk representative and is responsible for the daily operation and organization of the front office. The role serves as the first point of contact for clients, caregivers, and visitors, providing a welcoming and professional environment while supporting timely access to behavioral health services.

The CSS manages front desk workflow, including client intake, scheduling, communication, documentation, insurance verification, payments, and administrative processes. The position coordinates with clinical staff, referral sources, schools, clients, and families to support enrollment and care access. The role also maintains organized and clean reception and common areas, supports meetings and training, and performs other duties as assigned. The position has no supervisory responsibilities. TeamBuilders describes its workplace as supportive of work-life balance, creativity, training, and professional growth.

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 old.
• Ability to take ownership of front desk operations, prioritize tasks, solve problems, and maintain continuity of daily workflow.
• Proficient typing, organizational skills, and 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 and bicultural English and Spanish skills are strongly preferred.
• Bachelor’s degree in human services or a related field is preferred.
• Front office, administrative, or office management experience is 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 cleanliness and organization of the lobby, reception area, meeting rooms, common areas, and restrooms, including stocking supplies and handling trash.
• Collect, log, and process client payments and pursue outstanding balances as directed by Billing.
• Collect, obtain signatures for, and keep required client documentation current, 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.
• Make 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 according to 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 general phone coverage.
• Coordinate with referral sources and self-referrals; conduct initial intakes, verify insurance, support enrollment, and conduct screening in collaboration with the Clinical Supervisor.
• Assist clients with registration, informed consents, required forms, and authorizations.
• Support and participate in clinical seminars, meetings, supervision, and training events.
• 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, aiming to complete brief intake interviews 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 first available appointments for new clients with assigned providers within 24 hours and update the Provider Capacity Spreadsheet.
• Participate in 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 or special events, and 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.
• Supervision and training opportunities.

What This Job Offers

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