Client Service Manager jobs in Portland, OR

Position Title:            Client Facilitator - Temporary

Reports To:                Lead Tax and Financial Services Coordinator

Location:                    500 NW Eastman Parkway, Gresham, OR 97030

Dept/Program:          MFS Cash Oregon                  FTE: 16 - 32 hours per/week

                                                                                    Limited duration:

                                                                                    January 2025 – April 2025

Status:                                    Non-exempt

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General Description:

Metropolitan Family Service position descriptions are guidelines. They are not intended to identify every task that an employee will be asked to complete.  They are intended as a general outline of the essential work responsibilities and qualifications of the position. 

This is a temporary, limited duration position, working from approximately January 15, 2025 and ending on or before April 30, 2025.  The position hours will vary from 16-32 hours per week and this position requires availability as follows: Wednesday and Thursday 7:30am-4:00pm, Friday 8:30am-5:00pm, Saturday and Sunday 7:30am- 4:00pm.

General Function:

Under the supervision of the Lead Tax and Financial Services Coordinator, the Client Facilitator will provide the first point of contact for the public who come to the MFS CASH Impuestos Comunitarios tax site. The Client Facilitator is responsible for checking in and assisting clients through the intake process. The Client Facilitator will answer phone inquiries, triage tax clients, and assist them into the tax process as well as provide data entry support. MFS CASH Impuestos Comunitarios is a culturally specific program of MFS CASH Oregon assisting Spanish speaking clients. Ability to communicate fluently (read, write and speak) in Spanish and English is required.

Essential Duties and Responsibilities

• Provide a welcoming environment to clients as they enter the tax site
• Perform initial client screening to determine if client is ready and qualifies for MFS Cash Oregon services
• Respond to questions about general services provided; Client Facilitators are not authorized to answer tax questions
• Assist clients through the intake process and setting up appointments
• Answer phone calls and return calls to clients
• Provide resource and referral information to related services and provide any available literature to clients
• Ensure strict levels of confidentiality at all times, protecting the security of the clients personal information and records
• Provide data entry support as directed
• Ensure waiting area for clients is organized, efficient and orderly
• All positions should be expected to staff and support other tax sites when needed

Knowledge, Skills and Abilities Required:

• Possesses excellent customer service skills and experience working with diverse populations in high stress environment
• Ability to effectively manage and maintain confidential and sensitive information
• Work effectively within a team-dependent environment
• Ability to manage multiple projects simultaneously
• Demonstrate flexibility to adapt to changing priorities and responsibilities depending on the needs of the program
• Possesses excellent time management, prioritization and organizational skills
• Ability to work all scheduled hours and maintain availability through the duration of the assignment
• Successful knowledge of and competency to operate a personal computer and utilization of the internet
• Competency in using Microsoft Office and Google Suite
• Ability to work with scheduling software

Education and Experience Requirements:

• High School diploma, GED or equivalent related experience
• Customer service and/or reception experience
• Ability to communicate in fluently (read, write and speak) Spanish and English is required.

Other Requirements:

Personal transportation allowing for travel within the Portland Metropolitan area in a timely manner.  If driving a personal vehicle must maintain a valid driver license for the state of residency, personal auto liability insurance coverage and a driving record permitting coverage under the agency auto liability policy.

MFS requires all employees and volunteers to complete a criminal background check which includes a fingerprint background check.  We review the results of all background checks individually and consider all of the circumstances of any issues that arise in a background check during the hiring process.

Work Environment:

Work will be completed in person at the Gresham office location. Work is normally performed in a collaborative classroom/office environment and/or at other locations as deemed necessary. May require occasional early morning, weekend or evening work. Position requires regular use of computer, telephone, fax machine, scanner, copier and may require accessing locations by use of stairs.

Application Instructions: