Client Coordinator

San Clemente, CA Full Time
POSTED ON 5/12/2024
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Are you passionate about making a genuine impact on the lives of at-risk individuals in your community every day you go to work?

An interfaith non-profit organization whose mission is to assist those in need in Orange County with resources for food, shelter, and personalized supportive counsel and aid is seeking a Client Coordinator .

This individual will facilitate the intake process and provide support for at-risk, unhoused individuals, families, and persons in crisis.

This position plays a pivotal role in supporting the 101-referral line, conducting pre-assessments, compiling necessary paperwork, and providing essential services to clients based on their areas of need.

Bilingual Spanish is a big PLUS!

This is a temp-to-hire position and the starting pay ranges from $21 to $23 / hour. The hours are Monday Friday, 8 : 30 am 5 pm

Essential Functions and Responsibilities

  • Assist in the client intake process, including answering inquiries, conducting initial assessments, and collecting required documentation
  • Coordinate client case assignments and maintain up-to-date client records and case files
  • Schedule and manage client appointments, follow-ups, and communications
  • Facilitate the smooth delivery of client services by coordinating with program case managers.
  • Maintain client databases and information systems, ensuring accurate and up-to-date records
  • Provide information about available program resources, referrals to partner agencies, or other services and programs within the agency to interested clients and individuals who visit our office.
  • Manage walk-ins, follow-up calls with 24 hours, and manage email inquiries.
  • Coordinate and train volunteer support for call log.
  • Monitor requests and direct them to appropriate team members.
  • Assist with data entry, report generation, and maintenance of program documentation
  • Coordinate program supply inventory and submission of requests
  • Assist with organizing and maintaining files, records, and document storage systems
  • Provide backup administrative support by handling mailings, copying, faxing, and scanning as needed.
  • Assist program staff and team members with special projects and tasks as assigned
  • Provide coverage for front desk reception duties as needed
  • Contribute to creating a positive, productive, and efficient office environment
  • Other clerical and administrative duties as required
  • Conduct client intake via telephone or in-person as needed.
  • Help case managers complete required client files and documentation.
  • Support case management team as needed.
  • Collect required documentation for client aid requests and assemble client aid packets for review.
  • Assist with seasonal projects i.e., adopt a family.
  • Other duties may be assigned as needed.

Skills and Abilities

Self-motivated and determined.

  • Assertive personality comfortable with working with the public as well as the organization’s employees.
  • Organized, very detail-oriented, and able to anticipate issues that may arise.
  • Must be able to work with diverse populations.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
  • Ability to manage multiple concurrent tasks in a fast-paced environment.
  • Communicate clearly and professionally via phone, voicemail, text, and e-mail.
  • Have strong problem-solving skills.
  • Must have strong written and verbal skills.

Education and / or Experience

Minimum of 2 years of experience in office client services, case management, or administrative support roles.

  • Bachelor’s degree or equivalent education, work experience, and or training.
  • Experience managing front desk operations and serving as the first point of contact for an office
  • Familiarity with office equipment, supplies management, client and vendor relations
  • Experience with data entry, records management, and filing systems
  • Strong organizational and time management skills with the ability to multitask and prioritize
  • Excellent verbal and written communication skills. Proficient in Microsoft Office Suite and client management software
  • Strong attention to detail and ability to maintain confidentiality
  • Customer service orientation with a professional and compassionate demeanor
  • Bilingual in Spanish preferred
  • Case management experience : working with individuals and families in crisis preferred.
  • Nonprofit experience preferred.

Benefits : Available to full-time employees.

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
  • 401K

Compensation / Pay Rate (Up to) : $21.00 - $23.00 Per

1 day ago

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