Resource Specialist/Concierge

Equus Workforce Solutions; Milwaukee (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

Equus Workforce Solutions is seeking a Resource Specialist/Concierge to support W-2 participants in Milwaukee, WI. You will bridge families, Financial and Employment Planners, and community partners to ensure timely, personalized assistance throughout the W-2 journey.

Responsibilities include assessing needs, gathering eligibility docs, providing warm handoffs, tracking referrals, and developing individualized service plans. You will maintain confidentiality and comply with EEOC/ADA requirements.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in social services, workforce development, or related field.
• Proficiency in Microsoft Office Suite and case management systems.
• Knowledge of local community resources and public assistance programs.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Conduct initial assessments to identify participant needs, barriers to employment, and eligibility for supportive services.
• Assist participants in gathering documentation required for W-2 eligibility and program participation.
• Provide "warm handoffs" to internal and external service providers, ensuring seamless transitions and follow-through.
• Track referral outcomes, monitor progress, and adjust support strategies to maintain participant engagement.
• Collaborate with FEPs to develop individualized service plans and ensure alignment with employment goals.
• Maintain accurate and timely documentation in accordance with W-2 program standards.
• Identify gaps in community resources and work with the W-2 Program Manager to improve service accessibility.
• Educate participants on available services including childcare, transportation, housing, food assistance, and healthcare.
• Uphold confidentiality and comply with all applicable state and federal employment laws, including EEOC and ADA requirements.

Skills

Interpersonal communication

Rapport building

Multitasking

Education

Associate degree in human services

Bachelor’s degree in human services or related field

Tools

Microsoft Office Suite

Case management systems

Job description

Company Description

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

Company Description

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

In the US, our services span rehabilitation, employment, allied health, and community support. What we procure—from clinical supplies and assistive technologies to professional services and digital platforms—enable our teams to deliver life-changing outcomes every day.

Joining APM means being part of a global team that values impact and inclusion. You’ll work in a environment where your expertise will help shape a procurement function that is not only commercially strong but socially meaningful.

Job Description

The Resource Specialist/Concierge serves as a dedicated support for W-2 participants, facilitating access to services that promote employment and self-sufficiency. This role bridges the gap between families, Financial and Employment Planners (FEPs), and community partners, ensuring participants receive timely, personalized assistance throughout their W-2 journey.

• Conduct initial assessments to identify participant needs, barriers to employment, and eligibility for supportive services.
• Assist participants in gathering documentation required for W-2 eligibility and program participation.
• Provide "warm handoffs" to internal and external service providers, ensuring seamless transitions and follow-through.
• Track referral outcomes, monitor progress, and adjust support strategies to maintain participant engagement.
• Collaborate with FEPs to develop individualized service plans and ensure alignment with employment goals.
• Maintain accurate and timely documentation in accordance with W-2 program standards.
• Identify gaps in community resources and work with the W-2 Program Manager to improve service accessibility.
• Educate participants on available services including childcare, transportation, housing, food assistance, and healthcare.
• Uphold confidentiality and comply with all applicable state and federal employment laws, including EEOC and ADA requirements.

Qualifications

Required

• High school diploma or equivalent.
• Minimum of 2 years of experience in social services, workforce development, or related field.
• Strong interpersonal and communication skills; ability to build rapport with diverse populations.
• Proficiency in Microsoft Office Suite and case management systems.
• Knowledge of local community resources and public assistance programs.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred

• Associate or bachelor’s degree in human services, Social Work, or related field.
• Experience working with W-2 or similar employment-focused programs.
• Bilingual (Spanish or Hmong) a plus.

Additional Information

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand-driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

APM, including Equus Workforce Solutions, Ross Innovative Employment Solutions, Dynamic Workforce Solutions, DESI, AGELIC, and Grant Associates, is committed to providing equal employment opportunities to all applicants and employees. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

APM is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you require a reasonable accommodation during the application, interview, or selection process, please contact [e-mail].