Client Specialist

Kroger; Seattle (WA); Hybrid; USD 39,778 - 56,653; Part time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Work from home

Yearly bonus

Bonus opportunities

Job summary

Capital Ready Solutions is seeking a Client Specialist to collect intake information, manage referrals, track services, and support program operations. This part-time role emphasizes accuracy in data handling and effective communication with clients and vendors.

Responsibilities include enrolling clients, coordinating with vendors, tracking service delivery, and generating routine reports. The position offers a flexible schedule and a hybrid work arrangement in Livonia, Michigan.

Qualifications

• Education: some college in business administration, finance, or related field preferred.
• Experience: proven experience in customer services and/or administrative support; familiarity with financial services and small business support programs is a plus.
• Team Collaboration: ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.

Responsibilities

• Client Intake: review intake applications to ensure accuracy and provide to review team.
• Program Enrollment: enroll clients and provide orientation to program, benefits and services.
• Referral Management: coordinate with capital-ready vendors for seamless client handovers.
• Service Tracking: monitor services rendered and ensure timely client support.
• Data Entry and Reporting: maintain records and generate reports on activities and performance.

Skills

Interpersonal Skills

Project Management Experience

Oral/Written Communications

Analytical & Innovative skills

Organizational Skills

Collaboration

Safeguarding program confidentiality

Data Management Proficiency

Education

Some college in business administration, finance, or related field

Job description

Job Title

Client Specialist (Part‑Time)

Job Overview

We are looking for a results‑driven and detail‑oriented individual to join our team as a 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.

Capital Ready Solutions is an SSBCI Program of Great Lakes Women’s Business Council / CEED Lending.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Skills

• Interpersonal Skills
• Project Management Experience
• Oral/Written Communications
• Strong analytical and Innovative skills
• Organizational Skills
• Collaboration
• Safeguarding program confidentiality
• Data Management Proficiency

Qualifications

• Education: some college in business administration, finance, or a related field preferred.
• Experience: proven experience in customer services and/or administrative support related roles; familiarity with financial services and small business support programs is a plus.
• Team Collaboration: ability to collaborate with internal teams and external vendors to ensure coordinated support for clients.

Compensation and Benefits

• 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