Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Specialist

Full-time

FSL Programs

Position Summary

The Client Services Specialist assists AllThrive 365’s community service programs to attain contractual program objectives and goals by providing direct assistance and case management services to vulnerable populations using resources from various funding sources. Encourages and promotes self-sufficiency through assessment of client needs, listening to concerns, and connecting clients to community resources and other educational opportunities designed to assist them with services such as budgeting and finances, employment services and other necessary support systems that will increase a person’s ability change, be self-sufficient and/or improve their quality of life. Serves as a liaison between AllThrive 365 community service programs and external community organizations.

This position does not have direct reports.

Essential Functions:

% of Time

Intake & Assessments

  • First point of contact for applicant screening of the programs and referrals
  • Performs client intake procedures for all referral and walk-in clients by completing telephonic intakes, eligibility screenings, document collection, applications, and referrals
  • Performs assessment of client needs and determines eligibility for programs and services
  • Communicates in person or via email or telephone regarding qualifications, follow-ups or requirements

35%

Case Management

  • Provides case management in a confidential, timely, effective, efficient, and client-centered manner
  • Coordinates and provides services such as budgeting and finances, employment services and other necessary support systems that will increase the person’s ability change, be self-sufficient and/or improve their quality of life
  • Provides referral services for clients whose needs are outside their scope of practice and/or not available at the program site
  • Completes and compiles demographic information for funding sources

35%

Custodian of Records

  • Processes and maintains application using electronic records system
  • Maintains client files in accordance with funding sources regulations, contract requirements and AllThrive 365 procedures, with special emphasis on client confidentiality

15%

Quality & Compliance

  • With a strong focus on client satisfaction, ensures compliance with all AllThrive 365 policies, procedures, and practices, and other contract and licensure requirements, and funding sources; and applies knowledge to the work in accordance with quality standards
  • Records and compiles data as a part of the program's quality and performance review
  • Attends and actively participates in initial and on-going training and development programs and opportunities, weekly unit meetings all staff meetings, and demonstrates learned concepts on the job
  • Participates in assigned work teams, as requested and appropriate
  • Engages in continuous improvement efforts, as assigned, and strives to continuously improve the quality of care and self
  • Communicates daily and as necessary with colleagues, nurses, supervisor, and leadership

10%

Miscellaneous

Other duties as assigned

5%

Requirements

Education & Experience, Knowledge/Understanding

  • Bachelor’s degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
  • Previous case management experience
  • Know all AllThrive 365 programs provided in Service Area
  • Knowledge of resources available in the community
  • Possess valid AZ DL and acceptable MVR
  • Bilingual (English/Spanish)
  • Clear fingerprint background screening through the Department of Public Safety and comprehensive background clearance

Skills

  • Strong verbal, written, reading, and listening communication skills to include communicating clearly, effectively, tactfully, and patiently to a diverse population.
  • Strong interpersonal skills and demeanor with the ability to build rapport and garner trust with others.
  • Proficient in the use of a PC; in a Windows environment; in the use of the Internet; and in the use of MS Office Applications such as Outlook, Teams, Word and Excel.

Abilities

  • Ability to have and maintain reliable transportation and current vehicle insurance
  • Ability to maintain member confidentiality, privacy and dignity at all times
  • Ability to work both independently and collaboratively as part of a team
  • Ability to build effective relationships and nurture partnerships with a variety of stakeholders inside and outside of the organization
  • Ability to understand and solve problems by applying intermediate analytical skills to include collecting all the relevant information and data needed to address the problem; organizing, classifying, and synthesizing the data into fundamental issues; from the information, identifying the most probable causes of the problem; reducing the information down into manageable components; identifying the logical outcomes from the analyses of the data collected; identifying the options and solutions for addressing the problems analyzed.
  • Willingness and ability to embody AllThrive 365’s core values:
    1. COMPASSION
    2. GROWTH
    3. RESILIENCE
    4. OPENNESS

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

  • Position works in a climate-controlled office environment
  • Able to lift and/or move 25 pounds
  • Requires speaking, bending, stooping, lifting, standing and sitting for long periods of time in office environment
  • Driving a vehicle during daytime hours for travel between sites and client homes
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Specialist in Peoria, AZ vacancy
  •  ...Client Service Specialist Addison Group is hiring a Client Service Specialist on behalf of our client, a growing financial services organization focused on delivering exceptional client experiences in a professional, collaborative environment. This is an excellent opportunity... 
    Suggested
    Hourly pay
    Permanent employment
    Full time
    Work at office
    Local area
    Afternoon shift

    Addison Group

    Peoria, AZ
    6 days ago
  • Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative sales, helping clients select travel options... 
    Suggested
    Remote work
    Flexible hours

    Traveling with Tasha

    Sun City, AZ
    4 days ago
  • Howard Air seeks a friendly Client Service Representative to be the first point of contact for customers, delivering exceptional support and ensuring a positive experience. You will handle high-volume calls, schedule service appointments, and assist the sales team while... 
    Suggested
    Flexible hours

    Howard Air

    Peoria, AZ
    3 days ago
  •  ...and promoting the independence of each person we provide service to, facilitating their individual choice to enable them...  ...services and join our rapidly growing firm.   The Client Services Onboarding Specialist is a critical member of our Operations team, responsible... 
    Suggested
    Full time
    Remote work
    Monday to Friday
    Shift work

    LifeTree Inc.

    Phoenix, AZ
    4 days ago
  • HMG Careers is seeking a Remote Customer Service and Sales professional to guide clients through our benefits programs from a home-based office. You’ll engage leads, present options, and build lasting relationships, with recent trainees mentored by seasoned managers. The... 
    Suggested
    Remote job
    Traineeship
    Work at office
    Work from home
    Flexible hours

    HMG Careers

    Peoria, AZ
    4 days ago
  •  ...of our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit... 
    Full time
    Flexible hours

    CityVet

    Surprise, AZ
    8 days ago
  • Keys to Change is seeking a Client Engagement Specialist to provide direct service to individuals experiencing homelessness through outreach and engagement. You will connect clients with permanent housing, health services, and essential resources to end homelessness in... 
    Permanent employment
    Day shift

    Keys to Change

    Phoenix, AZ
    5 days ago
  •  ...with regular in-office and remote work within 50 miles of listed locations, including Phoenix, AZ. The position focuses on servicing commercial client requests, onboarding new clients, and advising on online tools adoption. Duties include handling account opening,... 
    Work at office
    Remote work

    First Citizens Bank

    Phoenix, AZ
    3 days ago
  • $52k - $80k

     ...per week. Remote: if the selected candidate resides outside KeyBank footprint they will be remote. JOB BRIEF The Senior Client Service Specialist is responsible for handling the complex servicing needs of KeyBank's commercial card program clients. They will handle various... 
    Full time
    Work experience placement
    H1b
    Work at office
    Remote work
    Work from home
    Work visa
    Flexible hours
    2 days per week

    KeyBank

    Phoenix, AZ
    6 days ago
  • Howard Air is seeking a friendly, customer-focused Client Service Representative to be the first point of contact for customers. You will handle inbound/outbound calls, schedule service appointments, and coordinate with sales and internal teams to ensure a positive experience... 
    Hourly pay
    Weekend work
    Afternoon shift

    Howard Air

    Surprise, AZ
    3 days ago
  • AmeriVet in Arizona is seeking a friendly Client Service Representative to be the first and last point of contact for clients. You will manage appointments, answer calls, and ensure smooth communication between clients and our medical team. You will update patient records... 

    122928 Desert Veterinary Clinic

    Phoenix, AZ
    5 days ago
  •  ...planning, and hands-on execution to deliver professional, engaging experiences tailored to each client’s goals. Job Description We are seeking a Client Services Specialist to support ongoing client relationships and help ensure a professional, responsive service experience... 

    Market Value Southwest

    Phoenix, AZ
    6 days ago
  • Navajo-Housing-Authority is seeking a Housing Specialist to provide ongoing technical assistance and guidance to tenants and homebuyers. You will handle certifications, determine rental payments, and support families with budgeting and financial planning. The role requires... 

    Navajo-Housing-Authority

    Phoenix, AZ
    4 days ago
  • $45k - $55k

     ...+ years of previous experience supporting large Fortune 100 clients in a leadership role Experience investigating and resolving...  ...seeking a customer-focused and solutions-driven Sr. Client Service Specialist to support client operations at our clients newly opened 1 million... 
    Full time

    Insight Global

    Phoenix, AZ
    3 days ago
  • CityVet Surprise is hiring a Client Service Specialist to be the welcoming first point of contact for clients and patients. You will handle phone and in-person interactions, schedule and manage appointments, and support the team with patient flow and client education. The... 

    CityVet

    Phoenix, AZ
    3 days ago
  • Overview We are looking fora Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive experience from initial... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Peoria, AZ
    2 days ago
  • $16 - $19 per hour

    A cabinetry company is seeking a full-time Client Services Representative in Phoenix, AZ, responsible for processing orders and managing client relations. Key qualifications include strong communication skills and attention to detail, with familiarity in cabinetry preferred... 
    Hourly pay
    Full time

    ProCraft Cabinetry, Inc.

    Phoenix, AZ
    1 day ago
  • CityVet Moon Valley is seeking a Client Service Specialist to be the primary point of contact for clients, handling phone and face-to-face interactions and ensuring a pleasant experience that builds loyal brand ambassadors. Join a team focused on caring for pets and people... 

    CityVet

    Phoenix, AZ
    3 days ago
  • Agility360 in Phoenix is seeking a Client Service Representative to support business and consumer banking clients onsite. You will assist with digital banking tools, treasury management, and payment solutions, delivering timely resolutions and strong client experiences... 

    Agility360

    Phoenix, AZ
    2 days ago
  • $20 - $25 per hour

     ...Job Description Job Description Client Services Specialist | Experienced Strategy Financial Group Full-Time | On-Site | Peoria, AZ Compensation: $20.00 - $25.00 hourly  Strategy Financial Group is an independent financial services firm based in Scottsdale... 
    Hourly pay
    Full time
    Afternoon shift

    Strategy Financial Insurance, LLC

    Phoenix, AZ
    23 days ago
  • $18 - $24 per hour

     ...Description Job Description We are seeking a friendly, detail-oriented, and customer-focused individual to join our team as a Client Service Representative . In this role, you will serve as the first point of contact for our customers, providing exceptional support... 
    Hourly pay
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    Howard Air

    Peoria, AZ
    24 days ago
  • LP Insurance Services in Arizona is seeking a Commercial Lines Account Assistant to provide administrative support to the team, enabling them to focus on client servicing and sales. This role also assists colleagues on special projects. You will handle proactive customer... 

    LP Insurance Services

    Phoenix, AZ
    6 days ago
  •  ...Senior Client Accounts Specialist DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone,...  ...with a team of support specialists within both Legal Support Services and Accounting teams to provide effective, streamlined... 
    Work at office
    Remote work
    Visa sponsorship

    DLA Piper

    Phoenix, AZ
    4 days ago
  • GoodVets is seeking a Client Service Representative to be the friendly first and last impression for clients in our hospitals. You’ll manage phone calls, schedule visits, and guide clients through check-in, check-out, and payments with warmth and professionalism. You’ll... 
    Weekend work
    Afternoon shift

    GoodVets

    Surprise, AZ
    6 days ago
  • A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications... 
    Remote job

    Guidant Financial

    Surprise, AZ
    3 days ago
  • A prominent educational institution in Phoenix is seeking an Associate for Technical Client Service. The role involves responding to client inquiries and providing website support in a team-oriented environment. Ideal candidates have 1-3 years of customer service experience... 

    Austin Community College

    Phoenix, AZ
    1 day ago
  • $60k

    A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported... 
    Remote job

    Guidant Financial

    Phoenix, AZ
    2 days ago
  • RevSpring Inc is hiring an Account Specialist in Phoenix, AZ. This role supports the Client Services team by maintaining key client relationships and providing high-level administrative support. You will coordinate with cross-functional teams to meet client priorities and... 

    RevSpring Inc

    Phoenix, AZ
    3 days ago
  •  ...set the standard in personal injury law through exceptional client service and strong legal results. Our mission is to thoughtfully guide...  ...and team every day. About the Role  The Client Experience Specialist - Trainer turns client feedback and frontline observations... 
    Work experience placement
    Work at office
    Weekend work

    The Husband and Wife Law Team

    Phoenix, AZ
    10 days ago
  •  ...Fleet Services Coordinator II Cox Fleet keeps your fleet moving! Headquartered in Indianapolis, Cox Fleet has grown to become one of the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair... 
    Currently hiring

    Fleet Services by Cox Automotive

    Phoenix, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist. Be the first to apply!