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Client Resource Associate

This position is responsible for completing client applications for the federal utility and housing assistance fund. This position is responsible for managing all utility and housing clients and staff communication.
“An Equal Opportunity/Affirmative Action Employer”

JOB CLASSIFICATION: Client Resource Associate
STATUS: Part-Time (20-25 hours per week)
LOCATION OF WORK: 1699 West Mound Street

POSITION SUMMARY: This position is responsible for completing client applications for the federal utility and housing assistance fund. This position is responsible for managing all utility and housing clients and staff communication. Work requires expertise in attention to detail, customer service, clerical, communication, and an ability to handle multiple functions at one time. This position will have frequent contact with agency personnel, partners, and general public. This position requires an understanding of older adults and disabled individuals along with some knowledge of federal funding. A positive and cooperative image and attitude is crucial for this position. Work performed is under the general supervision of the Customer Service Director.

PRINCIPAL RESPONSIBILITIES/ESSENTIAL FUNCTIONS:

  •  Responsible for daily contact with clients who are requesting assistance with utilities and housing costs. Contact may be in person and/or electronic.
  • Responsible for communicating all required reporting elements to responsible agency staff.
  • Responsible for processing communications, such as email and phone calls from clients and/or their representative.
  • Monitoring and maintaining a database of sensitive and confidential information, in accordance with written office procedures; databases may be medical, employee or client.
  • Identifies inaccurate or incomplete data, and notifies appropriate supervisor of the inaccuracies.
  • Performs other duties as relevant to position. Such as attend meetings, perform quality assurance tasks and trainings.
  • Documentation – Documents client requests in all manners required such as collecting and/or uploading in the designated software client application for funds, hard copies of outstanding utilities and housing expenses. This includes preparing purchase requests that are to be submitted to Fiscal for payments to be sent to all sources providing utilities and/or housing.
  • Acquire the necessary skills upon completion of training to utilize designated software for this funding source.
  • Link clients to other agency services and/or employment opportunities as appropriate.

QUALIFICATIONS: Bachelors of social work degree preferred. Social work graduate student would be considered. Valid Ohio driver’s license. Vehicle available for agency use, proper auto insurance 100,000/300,000 coverage and adequate driving record. One year of customer service experience and data entry experience. Accurate typing of 40 wpm; basic word processing skills using Microsoft Word; basic database skills using Microsoft Excel; in operating office equipment. This employee must have strong customer relations, multi-task skills, and be detailed oriented. Knowledge of social service practices is preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

  • Knowledge of modern office practices and procedures.
  • Exceptional customer service skills.
  • Experience inputting accurate data into computer database and running reports.
  • Ability to operate standard office equipment.
  • Ability to develop and maintain effective working relationships with departmental staff, agency staff, clients, volunteers, and members of the community.
  • Ability to work independently and with limited supervision.
  • Ability to maintain discretion and integrity in handling confidential information.
  • Ability to ask for supervisory assistance when needed.
  • Ability to meet strict deadlines by following through completely on assigned tasks.
  • Ability to develop procedures that compliment the client application process and demonstrate to staff how to utilize funds on behalf of clients.

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