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Client Services Specialist
2 months ago
MAJOR RESPONSIBILITY: Under the supervision of the Client Services Manager, this position will perform administrative duties, as well as welcome clients and visitors, in person or on the telephone, and accommodate the requests of the clients.
GENERAL DUTIES ARE SHARED AMONGST CLIENT SERVICES STAFF AND MAY INCLUDE:
1. Answer and route telephone calls.
2. Greet and assist clients coming to front desk for assistance. May include: lunch sign up, class sign up, newcomer information/tours, newsletter subscriptions, merchandise purchases, etc.
3. When the monthly newsletter goes to print, the following duties need to be completed:
a. Prepare activity calendars for dining room table tents.
b. Prepare calendars for meeting rooms (when complete, they are given to Lori for review)
c. Prepare class sign up rosters.
d. Update events on MySeniorCenter kiosk.
e. Prepare lunch sign up rosters.
f. Maintain Master Calendar
4. Prepare MySeniorCenter key fobs for new patrons.
5. Maintain master list of daily meal clients.
6. Prepare Daily Congregate/Drive Thru lunch list.
7. Prepare Crescent Manor volunteer schedule and lunch list (information from CM Site Coordinator).
8. Prepare weekly powerpoint presentation for lobby screen.
9. Use cash register to track sales of stamps, copies, merchandise, meal donations and other.
10. Reconcile cash register weekly (Thursdays).
11. Prepare fitness class rosters as needed (every 8 weeks).
12. Ensure front lobby and sunroom are tidy and presentable (should be done throughout the day).
13. Keep Client Services office neat and tidy at all times.
14. Assist clients utilizing the equipment loan program. Complete appropriate paperwork and collaborate with PT Administrative Assistant (Penny) in proper inventory control.
15. Assist with Dining Room/Coffee Bar duties as needed/assigned. Provide support to Program & Services Coordinator for special events and activities and whenever needed.
16. Assist clients on MySeniorCenter kiosk as needed. Use tablet to assist with check in when needed.
17. Keep newsletters stocked in lobby podium.
18. Manage Drive Thru Meals from 11:15 – 11:45 am daily.
19. WellSky Data Entry as assigned, including, but not limited to:
a. Enter Assessments for all patrons. Coordinate collection of assessments with other staff.
b. Enter Carson and KESS meals via roster (monthly).
c. Enter BCSC Daily Congregate/Drive Thru Meal Roster (daily).
d. Enter Crescent Manor Congregate/Take Out Meal Roster (weekly).
e. Print rosters for Carson and KESS (monthly)
f. Print rosters for Crescent Manor (weekly).
g. Track needed assessments and provide information to other staff for assistance in obtaining assessments.
h. Health Maintenance data entry as assigned.
i. (HDM Daily meal rosters and frozen meals will be entered by HDM Specialist I).
20. Tech support for classes (i.e., assist with computer set up/zoom for yoga class, meetings, etc.)
21. HDM Driver when needed.
22. Attend workshops, training sessions, and seminars as assigned by the Client Services Manager or Finance Director.
23. All other duties as assigned by the Client Services Manager or Finance Director.
Company DescriptionThe Burleigh County Senior Adults Program is a 501(c)3 non-profit organization designed to provide for the needs of older adults residing in Burleigh County. Our mission is to enhance the lives of older adults through nutrition, health maintenance, outreach services and life enrichment activities. The program is committed to helping those we serve remain independent and in their own homes.Company DescriptionThe Burleigh County Senior Adults Program is a 501(c)3 non-profit organization designed to provide for the needs of older adults residing in Burleigh County. Our mission is to enhance the lives of older adults through nutrition, health maintenance, outreach services and life enrichment activities. The program is committed to helping those we serve remain independent and in their own homes.