Resource Specialist/Concierge

Equus•Milwaukee, WI

6d•$25 - $26

About The Position

The Resource Specialist/Concierge provides dedicated support to W-2 participants, helping them access services that promote employment and self-sufficiency. The role connects families, Financial and Employment Planners (FEPs), and community partners, providing timely, personalized assistance throughout participants’ W-2 journey. The specialist assesses participant needs and employment barriers, helps gather eligibility documentation, coordinates warm handoffs to service providers, tracks referrals, and monitors progress. Working with FEPs, the specialist contributes to individualized service plans aligned with employment goals. The role also maintains documentation according to W-2 standards, identifies gaps in community resources with the W-2 Program Manager, and informs participants about available support services. The position requires confidentiality and compliance with applicable state and federal employment laws, including EEOC and ADA requirements.

Requirements

High school diploma or equivalent.
At least 2 years of experience in social services, workforce development, or a related field.
Strong interpersonal and communication skills and the ability to build rapport with diverse populations.
Proficiency in Microsoft Office Suite and case management systems.
Knowledge of local community resources and public assistance programs.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

Associate or bachelor's degree in human services, social work, or a related field.
Experience working with W-2 or similar employment-focused programs.
Bilingual ability in Spanish or Hmong.

Responsibilities

Conduct initial assessments to identify participant needs, barriers to employment, and eligibility for supportive services.
Assist participants in gathering documentation required for W-2 eligibility and program participation.
Provide warm handoffs to internal and external service providers and ensure seamless transitions and follow-through.
Track referral outcomes, monitor progress, and adjust support strategies to maintain participant engagement.
Collaborate with Financial and Employment Planners (FEPs) to develop individualized service plans aligned with employment goals.
Maintain accurate and timely documentation in accordance with W-2 program standards.
Identify gaps in community resources and work with the W-2 Program Manager to improve service accessibility.
Educate participants about services including childcare, transportation, housing, food assistance, and healthcare.
Uphold confidentiality and comply with applicable state and federal employment laws, including EEOC and ADA requirements.