Client Services Support

Senior Helpers - Sarasota/Bradenton • Sarasota, FL

4h • $45,000 - $50,000 • Hybrid

About The Position

Senior Helpers of Sarasota/Bradenton is seeking a Client Services Support team member to join their growing team. This role is ideal for an organized, detail-oriented individual who is comfortable building relationships with referral sources, checking in with clients and families, and staying connected with caregivers, while managing essential administrative tasks.

Requirements

• Strong organizational skills and attention to detail, especially with documentation and file accuracy.
• Comfortable on a laptop and tech-savvy; proficient with Microsoft 365 (Outlook, Word, Excel).
• Friendly, approachable, and professional demeanor.
• Ability to handle sensitive information with discretion.
• Reliable transportation.
• Willing and able to participate in the after-hours on-call rotation.

Nice To Haves

• WellSky experience preferred but not required — training provided.
• Prior experience in a healthcare or home care setting is a plus but not required.

Responsibilities

• Maintain and audit client files for accuracy and compliance with state licensing requirements.
• Respond promptly to client, family, and prospect inquiries and log new leads in WellSky.
• Build and maintain relationships with referral sources, including satisfaction follow-ups and coordinating appointment-related scheduling.
• Communicate regularly with caregivers on care plan updates, report requirements, and client introductions.
• Support scheduling coordination by retrieving appointment information, logging it in Wellsky, and communicating client needs with new caregivers.
• Maintain accurate client records in WellSky, including bill rates.
• Uphold company customer service standards in all client and family interactions.
• As needed, support higher-level client services functions such as assessments (including LifeProfile), care plan development, and on-site caregiver training or introductions.
• Participate in the after-hours on-call rotation.
• Perform other duties as assigned.

Benefits

• Salary range: $45,000–$50,000/year (based on experience)
• Schedule: Monday–Friday, 9:00 AM–5:00 PM (salaried position)
• 2 weeks (10 days) of PTO in your first year, with increases based on tenure
• Paid holidays
• Negotiable health insurance stipend in lieu of employer-sponsored plan
• Supportive, close-knit office environment
• Room to grow — strong performers have a path to advance within the client services team

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed