Client Specialist (Part-Time)
Reports to: Director of Business Education
Job Overview:
We are looking for a results-driven and detail-oriented individual to join our team as an Client Specialist. In this role, you will play a pivotal part in the success of the program by collecting basic intake information on clients, managing referrals to capital-ready vendors, tracking services rendered, performing data entry, and promoting the program.
Responsibilities:
1. Client Intake:
- Review intake applications on clients to ensure accuracy in providing the information needed to understand their financing needs.
- Provide applications to review team to determine the most suitable capital-ready service providers to address the client's requirements.
2. Program Enrollment:
- Enroll clients in the Capital Ready Solutions Program ensuring accurate and complete documentation.
- Provide orientation to clients with an overview of the program, its benefits, and the available services.
3. Referral Management:
- Manage the referral process by coordinating with capital-ready vendors to ensure a seamless handover of clients.
- Facilitate effective communication between clients and assigned vendors.
4. Service Tracking:
- Track the services rendered to clients through partner vendors.
- Ensure that clients receive the support they need in a timely and efficient manner.
5. Data Entry and Reporting:
- Maintain accurate and up-to-date records of client interactions and services provided by compiling client counseling record activity from service providers.
- Generate regular reports on program activities, client progress, and service provider performance.
Skills:
· Interpersonal Skills · Project Management Experience
· Oral/Written Communications · Strong analytical and Innovative skills
· Organizational Skills · Collaboration
· Safeguarding program confidentiality · Data Management Proficiency
Qualifications:
1. Education:
- Some college in business administration, finance, or a related field.
2. Experience:
- Proven experience in customer services and/or administrative support related roles.
- Familiarity with financial services and small business support programs is a plus.
3. Team Collaboration:
- Ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.
If you have a passion for supporting entrepreneurs and connecting them with the resources they need, we encourage you to apply and contribute to the success of the CAPITAL READY SOLUTIONS Program.
Application Process: Submit resume to Kelly Hill khill@greatlakeswbc.org. No phone calls will be accepted regarding this job posting. For additional information please reference the website, www.greatlakeswbc.org.