WIC - Client Service Associate
Community Clinic Inc.
Job Description
Job Description
POSITION SUMMARY:
The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with all Federal, State, and local agency policies and procedures.
KEY FUNCTIONS & RESPONSIBILITIES
- Answers the telephone promptly, refers calls to the appropriate area, and identifies and refers urgent calls correctly. Accurately communicates phone messages, as needed.
- Makes appointments and transfers according to established policies.
- Makes initial intake (pre-certification), and assists in making return appointments, confirming the participant’s current address, phone number, and updates in the electronic health record system, as necessary.
- Provides complete information on the certifying process.
- Collects internal and external referrals and schedules appointments following established scheduling policies
- Participates in nutrition class and outreach activities as directed.
- Accurately performs daily data entry.
- Performs computer record file maintenance and updates in a timely manner.
- Properly maintains computers, printers, and other office equipment.
- Solicits and addresses participants’ questions.
- Provides correct information on WIC foods and vendors.
- Provides correct information on the proper use of eWIC benefits.
- Perform other duties as assigned.
MINIMUM QUALIFICATFIONS:
- A high school diploma or GED.
- Experience in health or human service delivery providing client information, referral services, or performing eligibility determination, intake procedures, or client screening.
- Bilingual (English/Spanish) required.
- Must possess excellent communication and interpersonal skills to greet participants over the phone, and direct them accordingly.
- Ability to maintain a high standard of customer service and observance of corporation protocol in a hectic and sometimes hostile situation.
- Ability to read and write to update participant information/forms, and accurately communicate phone messages, and respond to visitors and callers as needed.
Why work at CCI?
- Extensive benefits plan including PTO
- 403B Retirement Plan
- Tuition reimbursement opportunities
- Continuing education assistance; can be used toward obtaining certifications, renewal of certifications, or possible conference attendance.
- Our providers are insured for malpractice under FTCA.
Equal Employment Opportunity (EEO)
CCI Health Services does not unlawfully discriminate based on race, religion, color, national origin, citizenship, ancestry, physical or mental disability, legally protected medical condition (cancer related or genetic characteristics or any genetic information), marital status, sex, sexual orientation, gender identity, gender expression, pregnancy, age (40 or older), military and/or veteran status or any other basis protected by federal or state law. All personnel decisions are to be administered in accordance with this policy and in compliance with applicable federal and state law, including, but not limited to, decisions regarding recruitment, selection, training, promotion, compensation, benefits, transfers, lay-offs, tuition assistance, and social and recreational programs.
The CEO & President of CCI and all managerial personnel are committed to this policy and its enforcement. Employees are directed to bring any violation of this policy to the immediate attention of their supervisor, Human Resources, or the CEO & President. Any employee who violates this policy or knowingly retaliates against an employee reporting or complaining of a violation of this policy, shall be subject to immediate corrective action, up to and including termination of employment. Complaints brought under this policy will be promptly investigated and handled with due regard for the privacy and respect of all involved.
Monday through Friday: 8 am to 4:30 pm
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing exceptional service to clients within a small, family-owned Raymond James office located in West Seattle. This position serves...SuggestedFull timeWork at officeRemote workMonday to Friday
$22.64 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start$20 - $24 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...About the Role: As a Client Services associate you will represent Navia in a professional...SuggestedWork at officeWork from homeShift work$90k - $110k
...meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead advisors to ensure clients...SuggestedFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- ...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...SuggestedWork at officeWork from home
- ...Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this... ...What you’ll do here: The Seasonal Client Service Associate supports the district with a variety of duties to include...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursNight shiftWeekend workDay shiftWeekday work
$35.36k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area- ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer... ...roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families &...Work at officeLocal areaWork from homeWorldwide
$33.28k - $85k
Overview Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of relevant transactional experience...$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
- Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a strong...
$51k - $60k
POSITION: Full-Time Benefit Eligible SALARY: $51,000-60,000 We are a growing home care company seeking a Client Services Manager Associate to join our team in the DC Metro area. This role is responsible for delivering exceptional customer service while building and...Full timeLive inWork at officeNight shift- ...financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with... ...the country, we are here to serve our clients beyond what is expected. This position... ...business owners. As a Client Service Associate, you will be responsible for managing...Work experience placementWork at office
- Job Posting The request could not be satisfied. Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner. If you provide content...
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage...
- JCW Group, a well-established advisory firm, seeks a Client Service Associate to support its advisory team and provide exceptional client service. This role handles account service requests, onboarding, KYC/AML, and coordination with custodians to ensure smooth day-to-...
- Wealthspire Advisors in Potomac, MD, is seeking a Client Service Associate to support advisor teams and clients through account onboarding, operations, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage...
- Morgan Stanley is seeking a Registered Client Service Associate to help shape our client experience and support growth. You will work with Financial Advisors to deliver the full firm to clients, onboarding accounts, processing requests, and ensuring documentation remains...
$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area- Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests. You will be the main point of contact, ensuring timely, accurate...
- J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. The role emphasizes handling account openings...
- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...
- ...individuals who value professional development, service-focused work, and long-term income... ...virtual consultations to understand client needs Clearly explain benefit options... ...veterans, credit unions, and professional associations—helping protect families while creating...Full timeRemote workFlexible hours
$50k - $83k
...Job Description What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth... ...serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison...Full timeWork at officeFlexible hours$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... .... • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred....Hourly payWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to WIC - Client Service Associate. Be the first to apply!
- health service specialist Silver Spring, MD
- office service associate Silver Spring, MD
- food service officer Silver Spring, MD
- service administrator Silver Spring, MD
- human services specialist Silver Spring, MD
- honda service advisor Silver Spring, MD
- public service officer Silver Spring, MD
- services specialist Silver Spring, MD
- office services specialist Silver Spring, MD
- family services specialist Silver Spring, MD

