Client Services Support

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

Benefits offered by this job

Paid holidays

PTO 2 weeks in first year

Health insurance stipend

Job summary

Senior Helpers of Sarasota/Bradenton is seeking a highly organized Client Services Support to manage client records in WellSky, coordinate scheduling, and nurture relationships with referral sources and families. You will help keep client information accurate and up-to-date while supporting caregivers and care plans.

This salaried role offers Monday–Friday, 9:00 AM–5:00 PM, with 2 weeks of PTO, paid holidays, and a negotiable health insurance stipend.

Qualifications

• Strong organizational skills and attention to detail for documentation and file accuracy.
• Proficiency with Microsoft 365 (Outlook, Word, Excel) and basic tech-savvy approach.
• Experience with WellSky is preferred but training is provided.
• Friendly, professional interaction across phone, office, and client homes.

Responsibilities

• Maintain and audit client files to ensure accuracy and licensing compliance.
• Respond to client, family, and prospect inquiries and log new leads in WellSky.
• Build and maintain relationships with referral sources and coordinate scheduling.
• Communicate care plan updates and report requirements with caregivers.
• Support scheduling coordination by retrieving appointment information in WellSky.
• Maintain accurate client records in WellSky, including bill rates.
• Uphold customer service standards across client and family interactions.
• Assist with assessments (LifeProfile) and care plan development as needed.
• Participate in after-hours on-call rotation.
• Other duties as assigned.

Skills

Strong organizational skills

Tech-savvy

WellSky experience

Communication and customer service

Discretion with sensitive information

Reliable transportation

Healthcare/home care exposure

On-call availability

Tools

Microsoft 365

WellSky

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