Client Services Assistant - Part-time
About The Position
The Centralized Intake Team Member serves as the primary point of contact for individuals seeking services through Meals on Wheels (MOW), Lunch and Activity Centers; including Senior Dine, Senior Medical Transportation, and the Safe Seniors Program. This position is responsible for screening, assessing (in some instances) and tracking client access to appropriate services, ensuring a seamless, person-centered intake process from initial contact through service connection and Termination. The Team Member ensures referrals are provided as needed through a closed-loop process, documenting final terminations and referrals from each program.
Requirements
- High School Diploma or Equivalent
- Strong communication and active listening skills
- Proficiency with client records management systems/database
- Organization skills
- Ability to move from one task to another efficiently and with accuracy in work
- Ability to empathize
- Professionalism
- Must be able to meet all background screening requirements. Certain criminal convictions may make applicants ineligible for employment under federal, state, and grant-funded program regulations
Nice To Haves
- At least one year of Customer Service is preferred
- At least one year experience in intake processes preferred
- A least one-year experience in aging services or social services
Responsibilities
- Serve as the first point of contact for all incoming referrals, inquiries, and service requests.
- Provide clear, compassionate communication to clients, caregivers, and referral partners.
- Educate clients about available services and program requirements.
- Conduct comprehensive intake to assess client needs, eligibility, and preferences.
- Determine appropriate program placement (MOW, congregate meals, transportation, elder abuse, neglect, fraud etc.).
- Collect and maintain accurate demographic, medical, and service-related information in the client records management system
- Match clients to appropriate services
- Coordinate with internal staff to initiate services
- Facilitate a warm hand-off when needed for high-risk individuals
- Escalate cases to Case Coordinator when necessary
- Enter accurate data in client records management system
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
