Client Services Specialist

2 weeks ago


Kansas City, Missouri, United States Life Unlimited Inc Full time
Job Title: Client Services Specialist

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
Organizational Responsibilities:
  • Protect the rights of all individuals
  • Respect and advocate for the capabilities, dignity, and rights of each individual
  • Report any human rights violations immediately
Requirements:
  • 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
Working Conditions:

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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