Client Services Support

Senior Helpers - Sarasota/Bradenton; Sarasota (FL); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Salary: $45,000–$50,000/year

Schedule: Mon-Fri, 9:00 AM–5:00 PM

PTO: 2 weeks in first year

Paid holidays

Health insurance stipend

Job summary

Senior Helpers of Sarasota/Bradenton is seeking a Client Services Support to join our in-home care team. You will organize client files, coordinate scheduling, and maintain accurate records in WellSky while supporting caregivers and families.

This salaried role offers a Monday–Friday schedule from 9:00 AM to 5:00 PM, a competitive salary range of $45,000–$50,000, paid holidays, PTO, and an optional health insurance stipend. Growth opportunities exist within the client services team.

Qualifications

• Strong organizational skills and attention to detail.
• Comfortable on a laptop and tech-savvy; proficient with Microsoft 365.

Responsibilities

• Maintain and audit client files to ensure accuracy and compliance.
• Respond promptly to client, family, and prospect inquiries and log new leads in WellSky.
• Build and maintain relationships with referral sources and coordinate scheduling.
• Communicate updates to caregivers and manage care plan information.
• Assist with scheduling coordination and logging in WellSky.
• Maintain accurate WellSky client records including bill rates.
• Uphold customer service standards in all interactions.
• Support higher-level client services tasks when needed.
• Participate in after-hours on-call rotation.

Skills

Organizational skills

Attention to detail

Tech-savvy

Communication skills

Discretion

Reliable transportation

Tools

WellSky

Microsoft 365 (Outlook, Word, Excel)

Job description

Client Services Support

Senior Helpers of Sarasota/Bradenton

Senior Helpers is a national leader in in-home senior care, and our Sarasota/Bradenton office is looking for a Client Services Support team member to add to our growing team.

This is a great fit for someone who's organized, detail-oriented, comfortable building relationships with referral sources, checking in with clients and families, and staying connected with caregivers, all while keeping the details running smoothly behind the scenes.

What You'll Do

• Maintain and audit client files to ensure accuracy and ongoing compliance with state licensing requirements
• Respond promptly to client, family, and prospect inquiries and log new leads in WellSky
• Build and maintain relationships with referral sources, including satisfaction follow-ups and coordinating appointment-related scheduling
• Communicate regularly with caregivers on care plan updates, report requirements, and client introductions
• Support scheduling coordination - retrieving appointment information and logging in WellSky, communicating client needs with new caregivers
• Maintain accurate client records in WellSky, including bill rates
• Uphold company customer service standards across all client and family interactions
• As needed, support higher-level client services functions such as assessments (including LifeProfile), care plan development, and on-site caregiver training or introductions
• Participate in the after hours on-call rotation
• Other duties as assigned

What We're Looking For

• Strong organizational skills and attention to detail, especially with documentation and file accuracy
• Comfortable on a laptop and tech-savvy; proficient with Microsoft 365 (Outlook, Word, Excel)
• WellSky experience preferred but not required - training provided
• Friendly, approachable, and professional - equally comfortable on the phone, in the office, or visiting a client's home
• Ability to handle sensitive information with discretion
• Reliable transportation
• Prior experience in a healthcare or home care setting is a plus but not required
• Willing and able to participate in the after hours on-call rotation

What We Offer

• Salary range: $45,000-$50,000/year (based on experience)
• Schedule: Monday-Friday, 9:00 AM-5:00 PM (salaried position)
• 2 weeks (10 days) of PTO in your first year, with increases based on tenure
• Paid holidays
• Negotiable health insurance stipend in lieu of employer-sponsored plan
• Supportive, close-knit office environment
• Room to grow - strong performers have a path to advance within the client services team