Client Engagement Specialist

4 days ago

New York, United States The Jewish Board Full time

Make a bigger difference

At The Jewish Board, we don't just make a difference - we make a bigger difference as we serve 45,000 New Yorkers every year. Join our dedicated team that's been helping communities across New York City for almost 150 years and see just how big of a difference you can make.

Reasons you'll love working with us:

  • If you have a particular age range or population you're interested in working with, you can find your niche here. Our clients and staff are as diverse as the city we work in, and include people of all cultures, religions, races, gender expressions, and sexual orientations.
  • We're committed to supporting your career development by encouraging mobility and advancement across different program types and jobs.
  • With 70 locations throughout the five boroughs, you can work close to where you live.
  • Generous vacation time and paid holidays will help you achieve a healthy work/life balance.
  • We offer an excellent benefits package with affordable, high-quality health and dental insurance with low co-pays.
  • You'll receive ongoing support through high-quality supervision, specialized trainings from our Continuing Education team, and an education benefit.
How you can make a bigger difference:

The Client Engagement Specialist is a member of the One Call Unit. The Client Engagement Specialist will be responsible for screening all calls/requests for services made for programs in the aforementioned divisions. Upon contact with the client or potential client, the Client Engagement Specialist will either schedule the client for an intake assessment by the program or recommend another service organization, which may more appropriately meet the clients' needs.

The Client Engagement Specialist is responsible for registration and scheduling of all new and returning clients. They must maintain a hospitable and professional demeanor with clients who may or may not respond in kind. Client Engagement Specialists must be flexible as the job may change according to program and agency needs. Client Engagement Specialists must also be organized and able to multi-task as the job requires.

Some responsibilities include but not limited to:
  • Determine if the client has been previously known to the system.
    • If former client-determine if client is eligible/appropriate for re-engagement or return to service.
    • If new client -create client id# and begin pre-admit registration.
  • Request Insurance Information to ensure client's insurance is accepted by The Jewish Board.
  • Obtain demographic and clinical information regarding the client's relevant history and presenting
concerns.
  • Where required complete Safety/risk Screen using myAvatar 3 question screen and script.
    • If positive - refer client to clinical team member for additional assessment
    • If negative- complete pre-admit, registration and scheduling for client
  • Determine the closest or most appropriate program for the client.
    • Obtain & upload all required paper work for the program client is registering for including but not limited to hospital discharge and treatment information for all inpatient and emergency services discharges, 2010e for adult housing, ACS referral for preventive, etc....
  • When needed provide referrals for other service providers and resources for clients.
  • Process applications for services and document according to program specific policy and protocol
  • Complete services on phone including the scheduling in myAvatar
  • Consult with supervisor in situations where:
    • There is an emergency including suicidal/suicidal ideation or risk
    • Client presents as too psychotic or delusional to complete application
    • Suspicious of physical or sexual abuse
    • Cases of Domestic Violence
TO QUALIFY:
  • Ability to work well with others and as part of a team
  • Ability to work autonomously as needed in a hybrid (remote and in-person) work setting
  • Experience working under pressure in a multi-tasking environment
  • Strong ability to communicate effectively with clients, potential clients and staff.
  • Strong attention to detail.
  • Expertise or significant positive experience with Customer Service
  • Bilingual preferred but not required
  • Work Flex schedule with rotation that includes some evening and weekend hours
EDUCATION / TRAINING PREFERRED:
  • BA in helping profession or strongly related work experience preferred
  • Use of an Electronic Health Record (EHR)
  • Computer literacy in:
    • Microsoft Office (Excel, Word, Outlook, PowerPoint) , Zoom. Teams, Netsmart / myAvatar / Dayforce/ NFocus / Avaya / Tableau Dashboards
  • Willingness to attend trainings to increase knowledge and learn said databases and programs
COMPUTER SKILLS REQUIRED:
  • Use of an Electronic Health Record (EHR)
  • Computer literacy in:
    • Microsoft Office (Excel, Word, Outlook, PowerPoint)
    • Zoom
    • Microsoft Teams
    • Netsmart/myAvatar
    • Dayforce
    • NFocus
    • Avaya
    • Tableau Dashboards
  • Willingness to attend trainings to increase knowledge and learn said databases and programs
VISUAL AND MANUAL DEXTERITY:
  • Able to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
  • Able to input data into the Electronic Health Record.
  • Limited applications of manual dexterity and hand-eye coordination.
WORK ENVIRONMENT / PHYSICAL EFFORT

Physical Demands:
  • Regularly required to speak clearly and hear the spoken word well.
  • Regularly required to physically operate routine office equipment such as telephones, computers, etc.
  • Regularly required to utilize near vision ability and to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
  • Able to spend long hours seated
  • Able to spend long hours on telephone and on computer
Work Environment:
  • Noise level is consistent with levels usually present in an office, education, rehabilitation or health related environment.
  • Hazards present are consistent with those common to an office, education, rehabilitation or health related environment.
If you join us, you'll have these great benefits:
  • Generous paid time off in addition to agency holidays and 15 sick days
  • Affordable and high-quality medical/dental/vision plans
  • Tuition assistance and educational loan forgiveness
  • Free continuing education opportunities
  • 403(b) retirement benefits and a pension
  • Flexible spending accounts for health and transportation
  • 24/7 Accessible Employee Assistance Program
  • Life and disability insurance
  • Diversity, equity, and inclusion working groups that are available for you to join, including Confronting Structural Racism (COR), Coalition Against Anti-Semitism (CAAS), and the LGBTQ Steering Committee
Who we are:

The Jewish Board delivers innovative, high-quality, and compassionate mental health and social services to over 45,000 New Yorkers each year. We are unique in serving everyone from infants and their families to children, teens, and adults. We are proud to employ and serve people of all religions, races, cultural backgrounds, gender expressions, and sexual orientations. We are committed to building diverse, equitable, and inclusive teams to help support our mission, and we strongly encourage candidates from historically marginalized backgrounds to apply to work with us.

More on Equal Opportunity:

We respect diversity and accordingly are an equal opportunity employer that does not discriminate on the basis of race, color, creed, religion, national origin, alienage, citizenship status, age, disability, sex, gender, gender identity or expression (including transgender status), sexual orientation, marital status, partnership status, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

This applies with respect to recruiting, hiring, placement, promotion, transfer, training, compensation, termination, assignments, benefits, employee activities, access to facilities and programs, and all other terms and condition of employment as well as general treatment during employment.

We will endeavor to make a reasonable accommodation to the known physical or mental limitations of qualified employees with disabilities, without regard to any protected classifications, unless the accommodation would impose an undue hardship on the operation of our business. Any employees who need assistance to perform their job duties because of a physical or mental condition should contact human resources.

Other details
  • Job Family Clinical Staff [300s]
  • Pay Type Hourly
  • Employment Indicator 8810 - Clerical Office Employees NOC
  • Travel Required No


Apply Now

  • Client Engagement Specialist

    4 weeks ago

    New York, New York, United States Dow Jones & Company, Inc. Full time

    Job Description:As a Client Engagement Specialist at Dow Jones, you will play a critical role in managing and renewing customer relationships using our third-party risk management solutions. Your primary focus will be to retain existing contract revenue and support new sales efforts led by the Account Executive. You will collaborate with internal...

  • Client Engagement Specialist

    3 weeks ago

    New York, New York, United States Dow Jones & Company, Inc. Full time

    Job Description:As a Client Engagement Specialist at Dow Jones & Company, Inc., you will play a crucial role in managing and renewing customer relationships using our third-party risk management solutions. Your primary focus will be to retain existing contract revenue and support new sales efforts led by the Account Executive. You will collaborate with...

  • Client Engagement Specialist

    4 weeks ago

    New York, New York, United States Dow Jones & Company, Inc. Full time

    About the Role:The Client Engagement Specialist at Dow Jones & Company, Inc. is responsible for managing all renewal aspects of the relationship with a defined set of customers. This includes retaining existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Account Executive. The ideal candidate will...

  • Client Engagement

    2 weeks ago

    New York, United States Cammisa Markel PLLC Full time

    Description Cammisa Markel is a leading immigration law firm dedicated to helping clients navigate the complexities of the immigration process with ease and expertise. We are seeking a Client Engagement and Conversion Specialist who will be instrumental in managing client intake, enhancing scheduling, and driving sales efforts to maximize conversion...

  • Community Engagement Specialist

    4 weeks ago

    New York, New York, United States The Athletic Clubs Full time

    Job Title: Community Engagement SpecialistJob Summary:The Community Engagement Specialist is responsible for fostering a high level of member satisfaction by ensuring a positive and engaging experience at The Athletic Clubs. This role involves collaborating closely with the General Manager to maintain high standards of member experience, ensure smooth...

  • Regulatory Engagement Specialist

    3 weeks ago

    New York, New York, United States Mindlance Full time

    Job Title: HR Regulatory Engagement SpecialistThe Regulatory Engagement Specialist is part of the HR CAO Regulatory Engagement and Governance group. The Team is responsible for strengthening Client's culture to support risk management and control, credible challenge and collaboration, while also assessing staff resources, skill, and expertise to execute and...

  • Regulatory Engagement Specialist

    3 weeks ago

    New York, New York, United States Mindlance Full time

    Job Title:HR Regulatory Engagement SpecialistDuration: 06 Months + (High Possibilities of Extension/Conversion)Location:NYC, NY Hybrid, 3 days onsite)The Regulatory Engagement Specialist will be part of the HR CAO Regulatory Engagement and Governance group. The team is responsible for strengthening Client's culture to support risk management and control,...

  • Behavioral Engagement Specialist

    3 weeks ago

    New York, New York, United States Project Renewal Full time

    Job Title: Behavioral Engagement Specialist - Community LiaisonProject Renewal is seeking a skilled Behavioral Engagement Specialist - Community Liaison to join our team at the Fort Washington Men's Shelter. As a key member of our community outreach team, you will play a vital role in building relationships with clients, community stakeholders, and local...

  • Strategic Client Engagement Manager

    4 weeks ago

    New York, New York, United States Bennett Midland Full time

    Job SummaryBennett Midland seeks a seasoned Manager/Senior Manager to lead and manage client engagements, providing strategic guidance to clients and helping them solve complex problems with creative and results-driven solutions.The ideal candidate will have at least five years of professional work experience, including one year of direct managerial...

  • Implementation & Engagement Specialist

    8 hours ago

    New York, United States Jobs for Humanity Full time

    As a member of the Customer Success team, the Implementation & Engagement Specialist - Higher Ed partners with higher ed instructors and administrators to provide guidance, training, and support that exceeds expectations. They serve as a proprietary Implementation, Specialist, Engagement, Instructor, Escalations, Technology, Staffing

  • Community Engagement Specialist

    4 weeks ago

    New York, New York, United States Civics Education Project Full time

    About the RoleWe are seeking a highly motivated and organized Community Engagement Specialist to join our team at the Civics Education Project. As a Community Engagement Specialist, you will play a crucial role in mobilizing and empowering voters in specific U.S. based states and territories.Key ResponsibilitiesEngage with community members to provide them...

  • Client Outreach Specialist

    1 month ago

    New York, New York, United States Bank of America Full time

    About the RoleThe Client Outreach Specialist will be a key member of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business.Key ResponsibilitiesEngage with clients to collect and verify KYC documentationCollaborate with internal teams to ensure compliance with regulatory...

  • Client Services Specialist

    2 weeks ago

    New York, United States God's Love We Deliver Full time

    We seek a dynamic individual to join the Community Partners team which provides God's Love services to clients who are also patients of healthcare partners. The Client Services Specialist (Healthcare) will help bring our life-changing program to more New Yorkers by enrolling clients in our meal delivery program, engaging clients with compassion and care, and...

  • Client Care Specialist

    4 days ago

    New York, United States FOUNDRAE FINE JEWELRY Full time

    WHO WE ARE: The FoundRae Collection is more than jewelry. The pieces are modern heirlooms, ones that allow the wearer to express something of themself to the world. The Foundrae collection is intended to become part of the wearer, a second skin, to be an expression of identity and of personal values. The collection is founded on a lexicon of archetypal,...

  • Client Care Specialist

    11 hours ago

    New York, United States FOUNDRAE FINE JEWELRY Full time

    WHO WE ARE: The FoundRae Collection is more than jewelry. The pieces are modern heirlooms, ones that allow the wearer to express something of themself to the world. The Foundrae collection is intended to become part of the wearer, a second skin, to be an expression of identity and of personal values. The collection is founded on a lexicon of archetypal,...

  • Part-Time Engagement Coordinator

    4 weeks ago

    New York, New York, United States Harlem United Community AIDS Center Inc Full time

    Job Title: Part-Time Engagement SpecialistHarlem United Community AIDS Center Inc is seeking a highly motivated and organized Part-Time Engagement Specialist to join our team.Job SummaryThe Part-Time Engagement Specialist will work closely with clients to implement care plans and assessments, providing support and guidance to help them achieve their goals....

  • Business Risk Engagement Specialist

    4 weeks ago

    New York, New York, United States Bloomberg Full time

    About the RoleBloomberg is seeking a highly skilled Business Risk Engagement Specialist to join our team. As a key member of our Business and Client Risk Engagement team, you will be responsible for developing and facilitating client communications around our Risk and Security practices.You will work closely with risk professionals at our biggest clients, as...

  • Industry Engagement Specialist

    3 months ago

    New York, United States RFCUNY Full time

    Job Description General Description Under the supervision of the Senior Director of Operations, the Industry Engagement Specialist will carry out a broad range of responsibilities related to institutionalizing Hostos’ role as a premiere workforce resource for the community. A workforce that is responsive to the changing demands of the job...

  • Client Care Specialist

    2 weeks ago

    New York, United States FOUNDRAE FINE JEWELRY Full time

    WHO WE ARE:The FoundRae Collection is more than jewelry. The pieces are modern heirlooms, ones that allow the wearer to express something of themself to the world. The Foundrae collection is intended to become part of the wearer, a second skin, to be an expression of identity and of personal values. The collection is founded on a lexicon of archetypal,...

  • Client Support Specialist

    1 month ago

    New York, New York, United States Sportradar Full time

    About SportradarSportradar is a leading global sports technology company that creates immersive experiences for sports fans and bettors. We're positioned at the intersection of the sports, media, and betting industries, providing innovative solutions to help grow our clients' businesses.The RoleWe're seeking a Client Support Specialist to join our team. As a...