Full job description
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.
Capital Ready Solutions
An SSBCI Program of Great Lakes Women’s Business Council / CEED Lending
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 preferred.
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
Job Types: Full-time, Part-time
Pay: $35.00 per hour
Expected hours: 20 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Compensation package:
- Bonus opportunities
- Yearly bonus
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Livonia, MI 48150
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
