Client Services Specialist

Position Summary

The Client Services Specialist assists All Thrive 365’s community service programs to attain contractual program objectives and goals by providing direct assistance and case management services to vulnerable populations using resources from various funding sources. Encourages and promotes self-sufficiency through assessment of client needs, listening to concerns, and connecting clients to community resources and other educational opportunities designed to assist them with services such as budgeting and finances, employment services and other necessary support systems that will increase a person’s ability change, be self-sufficient and/or improve their quality of life.

Serves as a liaison between All Thrive 365 community service programs and external community organizations.

This position does not have direct reports.

35%

• First point of contact for applicant screening of the programs and referrals
• Performs client intake procedures for all referral and walk-in clients by completing telephonic intakes, eligibility screenings, document collection, applications, and referrals
• Performs assessment of client needs and determines eligibility for programs and services
• Communicates in person or via email or telephone regarding qualifications, follow-ups or requirements

35%

• Provides case management in a confidential, timely, effective, efficient, and client-centered manner
• Coordinates and provides services such as budgeting and finances, employment services and other necessary support systems that will increase the person’s ability change, be self-sufficient and/or improve their quality of life
• Provides referral services for clients whose needs are outside their scope of practice and/or not available at the program site
• Completes and compiles demographic information for funding sources

15%

• Processes and maintains application using electronic records system
• Maintains client files in accordance with funding sources regulations, contract requirements and All Thrive 365 procedures, with special emphasis on client confidentiality

10%

• With a strong focus on client satisfaction, ensures compliance with all All Thrive 365 policies, procedures, and practices, and other contract and licensure requirements, and funding sources; and applies knowledge to the work in accordance with quality standards
• Records and compiles data as a part of the program's quality and performance review
• Attends and actively participates in initial and on-going training and development programs and opportunities, weekly unit meetings all staff meetings, and demonstrates learned concepts on the job
• Participates in assigned work teams, as requested and appropriate
• Engages in continuous improvement efforts, as assigned, and strives to continuously improve the quality of care and self
• Communicates daily and as necessary with colleagues, nurses, supervisor, and leadership

5%

• Other duties as assigned

• Bachelor’s degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
• Previous case management experience
• Know all All Thrive 365 programs provided in Service Area
• Knowledge of resources available in the community
• Possess valid AZ DL and acceptable MVR
• Bilingual (English/Spanish)
• Clear fingerprint background screening through the Department of Public Safety and comprehensive background clearance

• Strong verbal, written, reading, and listening communication skills to include communicating clearly, effectively, tactfully, and patiently to a diverse population.
• Strong interpersonal…