Client Support Specialist

2 months ago

Austin, United States LifeWorks Austin Full time

** Client Support Specialist**

**Job Category****:** Client Support **Requisition Number****:** CLIEN001100 Showing 1 location **Job Details**

**Description**

LifeWorks of Austin is looking for a Client Support Specialist. The Client Support Specialist works closely with the Chief Program Officer (CPO), in partnership with the Grants and Compliance team, to administer direct client assistance support. This role serves as the liaison between direct service staff and clients in carrying out direct assistance support while staying in compliance with accounting and grants management protocols. The Client Support Specialist oversees and performs support functions to assist clients and staff in successfully connecting resources and services.

**ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:**

* Acts as the primary internal coordinator for initiatives providing direct assistance to clients for basic needs.

* Assists with completion of client referrals, authorization forms, payments, and consents as required and allowable under larger federal grant awards.

* Verifies and ensures that referral contact information is correct.

* Completes daily data entry of referrals and authorization forms into Customer Relations Management database; regularly tracks and enters expense reports and purchase requests in agency financial system.

* Uses data to help compile grant reports and ensure accuracy of data.

* Communicates updates with program staff, organizes information, and ensures information is accessible related to grant allowable costs, required consents and documentation, and program procedures while working with Grants Compliance team.

* Assists with identifying and screening and eligible youth to enroll in services.

* Coordinates with local vendors (childcare, grocers, education institutions, and others) to establish business relationships to support purchase of goods and services for clients.

* Meets program and specific contract compliance, including processing allowable costs, collecting required client documentation.

* Provides administrative support to CPO, including scheduling project meetings, monitoring process reporting, and maintaining the file share system to publish the most up-to-date information.

* Supports and trains staff on properly submitting allowable and unallowable costs, understanding deadlines for submissions of receipts, and other related direct assistance process training

* Assists in developing forms, version tracking, client communication scripts, and participates in strengthening program procedures and documentation.

* Reconciles client database to expenditures monthly, compares actuals to targeted milestones and goals, and alerts CPO of any discrepancies or shortcomings.

* Participate in internal and external auditing and monitoring.

* Interacts regularly with agency staff, volunteers, donors, board members and/or client populations in a professional and confidential manner.

* Other duties as assigned.

**QUALIFICATIONS**

EDUCATION AND EXPERIENCE

* Requires a high school diploma or equivalent and 2 years of related administrative experience; or

* Equivalent combination of education and experience.

* Experience with databases; proficient level experience with Microsoft Office including, Word, Excel, and Outlook; advanced skillset working in spreadsheets (Excel) is preferred

* Knowledge of administrative work routines, rules, and procedures.

* Familiarity with accounts payable and account receivables preferred but not required

CORE COMPETENCIES AND SKILLS

* Client Focus Builds strong client relationships and delivers client-centered solutions.

* Action Oriented Takes on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.

* Interpersonal Savvy Relates openly and comfortably with diverse groups of people across levels, functions, cultures, and geography.

* Values Differences Recognizes the value that different perspectives and cultures bring to an organization; is sensitive to socio-economic and cultural norms, expectations, and ways of communicating.

* Instills Trust Gains the confidence and trust of others through honesty, integrity and authenticity.

* Situational Adaptability Adapts approach and demeanor in real time to match the shifting demands of different situations.

**CERTIFICATES, LICENSES, REGISTRATIONS**

* None

**PHYSICAL/ENVIRONMENTAL REQUIREMENTS**

* Frequently required to sit or stand, use manual dexterity, speak, listen, hear, and write.

* Works in an office or indoor environment with little or occasional light physical effort, and moderate noise.

* May occasionally lift and/or move up to 25 pounds.

* Travel required to and from various sites for meetings, trainings, and other work-related functions. Must be able to provide own reliable transportation.

**ABOUT LIFEWORKS**

With more than 50 years of experience working with youth experiencing homelessness, youth aging out of foster care, young adults, and young parents, we are a fearless advocate for youth and families seeking their path to self-sufficiency. LifeWorks goal is to be able to provide clients with the resources they need a place to call home, the chance to heal, and the opportunity to learn and to work. We have one of the most comprehensive continuums of housing and support options for vulnerable youth in the country. We are committed to innovative problem solving, shared accountability and a relentless focus on achieving real, sustainable, and measurable results for the clients we serve. A career at LifeWorks offers opportunities to grow and develop your professional skills while making an immediate difference in the lives of youth and families in our community.

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Experience**

**Licenses & Certifications**

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