Client Services Coordinator

Posted 15 Days Ago
Be an Early Applicant
Cincinnati, OH, USA
In-Office
Mid level
Other • Social Impact • Industrial
The Role
Support the Client Services team by processing intakes, determining eligibility, maintaining client records, providing customer service via phone/email/in-person, assisting with team tasking and metrics, conducting outreach, and making internal and external referrals.
Summary Generated by Built In

Description

Responsible for assisting supervisor in essential functions of the Client Services team: intake processing, eligibility determination, outreach, and file and record maintenance for assigned clients. Help Client Services team collaborate with other PWC departments to ensure client’s needs are met and complaints or concerns regarding work are addressed in a timely manner. 

  

Hours are 8:00am to 4:30 pm Monday - Friday, 40-hour work week

Requirements

  

To perform this job successfully, an individual must be able to complete each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities   to perform the essential functions.

  • Support clients and provide quality customer service via phone calls, chats, email exchanges, and in-person visits. 
  • Provide guidance on PWC's programs and services, set reasonable expectations, and  assist potential clients in preparing applications and securing supporting documents. 
  • Assign weekly tasks to team-members to ensure appropriate coverage in all areas and functions of the team.
  • Assist supervisor with tracking team metrics and output – calls answered, applications processed, etc. 
  • Attend outreach events and represent the agency while connecting with potential clients, volunteers, donors, and supporters.
  • Maintain accurate records and reports of eligible and ineligible clients and service   referrals of client records.
  • Supply additional resources for clients by making appropriate referrals within and outside the agency. 

Education and/or Experience:

  • HS diploma or equivalent, required
  • Associates or Bachelor’s degree, preferred
  • 4 Years minimum costumer service experience, required
  • 2 Years management, supervisory, or leadership experience, preferred

Skills Required

  • High school diploma or equivalent
  • Associate's or Bachelor's degree
  • 4 years minimum customer service experience
  • 2 years management, supervisory, or leadership experience
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The Company
130 Employees

What We Do

People Working Cooperatively is a non-profit organization dedicated to providing critical home repairs, energy conservation, and accessibility modification services for low-income homeowners. Their mission is to help residents in southwestern Ohio, northern Kentucky, and southeast Indiana remain independent and healthy in their homes, often serving individuals facing challenges due to illness, disability, or job loss.

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