Client Services Specialist
2 weeks ago
At Life Unlimited Inc, we are seeking a highly skilled Client Services Specialist to join our team. As a key member of our finance department, you will be responsible for auditing individuals' ledgers and reporting on findings.
Key Responsibilities:- Review ledgers and receipts for individuals for accuracy
- Complete reports based on findings of ledger reviews and follow-up for corrections
- Reconcile cash counts to ledgers for each individual
- Prepare client statements
- Review and file incoming correspondence
- Provide professional and timely correspondence to management to keep them informed of findings and resolutions
- Protect the rights of all individuals
- Respect and advocate for the capabilities, dignity, and rights of each individual
- Report any human rights violations immediately
- High School Diploma or G.E.D. Required
- Must obtain and maintain Work Incentives Planning Certification within two years of employment
- Excellent organizational skills
- Professionalism and accountability
- Confidentiality and security of individual information
- Excellent problem-solving skills
- Ability to read, analyze, and interpret most documents
This position requires extended periods of sitting and may involve light to heavy lifting and occasional stooping, kneeling, bending, and/or climbing stairs.
The office/home environment may be noisy due to office equipment, telephones, and occasional small machinery. You may be exposed to bloodborne pathogens and/or infectious diseases.
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Client Services Specialist
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Kansas City, Missouri, United States Life Unlimited Inc Full timeJob SummaryLife Unlimited Inc is seeking a highly skilled Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for auditing individuals' ledgers and reporting on findings. You will also assist the Representative Payee Manager with monthly statements and correspondence.Key ResponsibilitiesReview ledgers and...
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