Client Specialist

Financial Services
Livonia
Posted 10 months ago

https://www.greatlakeswbc.org/

Job Title: Client Specialist

(Part-Time)

 

Reports to: Director of Business Education

Job Overview:

We are looking for a results-driven and detail-oriented individual to join our team as an Client Specialist. In this role, you will play a pivotal part in the success of the program by collecting basic intake information on clients, managing referrals to capital-ready vendors, tracking services rendered, performing data entry, and promoting the program.

Responsibilities:

  1. Client Intake:
  • Review intake applications on clients to ensure accuracy in providing the information needed to understand their financing needs.
  • Provide applications to review team to determine the most suitable capital-ready service providers to address the client’s requirements.
  1. Program Enrollment:
  • Enroll clients in the Capital Ready Solutions Program ensuring accurate and complete documentation.
  • Provide orientation to clients with an overview of the program, its benefits, and the available services.
  1. Referral Management:
  • Manage the referral process by coordinating with capital-ready vendors to ensure a seamless handover of clients.
  • Facilitate effective communication between clients and assigned vendors.
  1. Service Tracking:
  • Track the services rendered to clients through partner vendors.
  • Ensure that clients receive the support they need in a timely and efficient manner.
  1. Data Entry and Reporting:
  • Maintain accurate and up-to-date records of client interactions and services provided by compiling client counseling record activity from service providers.
  • Generate regular reports on program activities, client progress, and service provider performance.

 

Skills:

· Interpersonal Skills · Project Management Experience
· Oral/Written Communications · Strong analytical and Innovative skills
· Organizational Skills · Collaboration
· Safeguarding program confidentiality · Data Management Proficiency

 

Qualifications:

  1. Education:
  • Some college in business administration, finance, or a related field.
  1. Experience:
  • Proven experience in customer services and/or administrative support related roles.
  • Familiarity with financial services and small business support programs is a plus.
  1. Team Collaboration:
  • Ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.

If you have a passion for supporting entrepreneurs and connecting them with the resources they need, we encourage you to apply and contribute to the success of the CAPITAL READY SOLUTIONS Program.

Application Process:

Submit resume to Kelly Hill [email protected]. No phone calls will be accepted regarding this job posting. For additional information please reference the website, www.greatlakeswbc.org

Job Features

Job CategoryFinancial Services

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