Client Specialist

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.

2. 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.

3. 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.

4. 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.

5. 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:

Qualifications:

1. Education:

• Some college in business administration, finance, or a related field.

2. Experience:

• Proven experience in customer services and/or administrative support related roles.
• Familiarity with financial services and small business support programs is a plus.

3. 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 khill@greatlakeswbc.org. No phone calls will be accepted regarding this job posting. For additional information please reference the website, www.greatlakeswbc.org