Client Engagement Coordinator

Kerr Street Mission (KSM) is a Christian charity dedicated to helping the community of Oakville care for low-income and at-risk families and youth, by coming alongside families in distress and helping them get to a healthier, more sustainable situation and by developing youth so they do not end up in poverty.

KSM facilitates the communities’ response to the needs of families and individuals in distress and creates opportunity for God’s love and compassion to be shared in practical and tangible ways. KSM serves low-income and at-risk families and their children. Our faith in Jesus Christ, and the love and compassion we have received from Him motivates us to have love and compassion for others.

We believe every person is created in the image of God and is loved and valued by Him. We serve people of all faiths without discriminating, proselytizing or condition.

Position Title: Client Engagement Coordinator
Type: Permanent, Full Time
Rate: $25.00 – $29.00
Reports to: Family Services Manager

Position Summary:

The Client Engagement Coordinator is responsible for connecting with KSM members by conducting intakes, building relationship and providing support by connecting to both internal and external services, primarily the Neighbour Care Network (NCN). The position may include advocacy on behalf of KSM members with existing partners or other community resources. This person is also responsible to engage clients in financial wellness through providing supports both through coordinating the Community Volunteer Income Tax Program (CVITP) and providing individualized budgeting supports and education.

Engagement with volunteers is key to the success of these programs.

• 1) Client Intakes
  • Complete primary client intake through one-on-one meetings
  • Assess clients’ needs and provide individualized, strengths-based support to identify and complete appropriate next steps
  • Connect clients to internal programs, community agencies, local resources and other appropriate services
  • Provide advocacy and support to help clients navigate systems and access available resources
  • Determine if the client needs the support of NCN (Neighbours Care Network) and engage in a soft handoff to the NCN Coordinator
  • Maintain timely, accurate and confidential case notes documenting client meetings, supports, referrals, follow-ups and outcomes
  • Provide a respectful, non-judgmental, trauma-informed, and client-centered approach while maintaining appropriate confidential and professional boundaries
  • Support coordinated service delivery by connecting clients with appropriate internal and external supports
  • Assess financial needs to refer to NCN and CAP in cases where there is debt issues and struggles
• 2) Financial Wellness Engagement
  • Plan and coordinate the seasonal and year-round tax clinics, including scheduling, logistics, appointments, and day-to-day operations
  • Recruit, schedule, orient, supervise, and provide ongoing support to tax clinic and budgeting volunteers
  • Monitor tax clinic activities to ensure compliance with CVITP guiding principles, program requirements, and organizational policies
  • Maintain accurate records related to appointments, volunteers, client services, and clinic activities
  • Connect with existing programs and community organizations to identify opportunities for financial education workshops and presentations
  • Develop and maintain relationships with agencies, volunteers, and partners who can provide financial education and financial wellness supports
  • Identify emerging financial wellness needs and encourage the client to connect with budgeting volunteers
  • Promote financial wellness education and available programs within the organization and community

• Experience in community services, social…