Specialist Entitlement

The-Jewish-Boar; New York (NY); On-site; USD 48,000 - 65,000; Full time

Job summary

The Jewish Board is seeking a Client Engagement Specialist to support adults in residential services. You will handle client inquiries, document interactions in the electronic health record, and ensure follow‑ups are tracked and communicated to the team.

You will also assist with administrative tasks, data entry, and coordination with clinic staff while maintaining compassionate, respectful client care in a fast‑paced environment.

Qualifications

• BA in related healthcare field or minimum two years related work experience preferred.
• Ability to manage multiple tasks and work well under pressure.
• Strong interpersonal and communication skills with clients and staff.

Responsibilities

• Professionally engage with clients in person or over the phone.
• Document services in client charts and notify leadership of follow‑ups.
• Manage the phone system and coordinate with landlords for office issues.

Skills

Customer service

Communication

Team collaboration

Autonomy

Education

BA in related healthcare field

Tools

EHR (Netsmart/myAvatar)

Tableau Dashboards

Zoom

Microsoft Teams

Job description

PURPOSE:

The Jewish Board’s Adult Residential Division housing programs empowers adults with mental health and social service needs by providing person‑centered, safe, supportive housing that fosters independence, dignity and community integration. Using a non‑judgmental, harm‑reduction approach, staff model and guide residents to create and meet personalized recovery goals, develop independent living skills, and live in a healthy and secure manner. Our work is guided by principles of delivering integrated residential services with compassion, respect, and professional excellence so that every resident can thrive within the community.

POSITION OVERVIEW:

The Client Engagement Specialist is responsible for answering calls/requests, scanning documentation and, checking clients in/out as required, and direct clients when they call the office directly or visit the clinics in‑person. The Client Engagement Specialist will ensure communication with clients is documented appropriately in the chart where necessary and/or make the leadership aware of client needs where follow‑up is needed.

KEY ESSENTIAL FUNCTIONS:

• Professionally and cordially manage all interactions with clients whether in‑person at the office or over the phone.
  • Notify appropriate parties of any/all next steps or follow‑up needed or of call outcome.
  • Document service provided via info note in client chart where appropriate or required.
  • Manage phone system
  • Engage with Landlord to address office issues.
• Perform data entry and handle routine office administrative tasks or program errands
• Upload documents in clients Electronic Record
• Ensure site maintain all regulatory compliance poster/signage
• Upload all documents related to Community Advisory Board Meetings and High‑Risk Documents
• Assist with event planning and décor
• Assist with program mail and ensure mail is provided to the correct program staff
• Other duties as assigned.

REQUIREMENTS:

• BA in related healthcare field or minimum two years related work experience preferred
• Ability to work well with others and as part of a team
• Ability to work autonomously
• Experience working under pressure in a multi‑tasking, fast‑paced environment
• Ability to communicate effectively and appropriately with clients, potential clients, colleagues, supervisors and other Jewish Board staff.
• Strong attention to detail and organizational skills
• Excellent interpersonal skills
• Significant experience with providing excellent customer service
• Bilingual preferred but not required

COMPUTER SKILLS REQUIRED (List the computer skills needed):

• Use of an Electronic Health Record (EHR)
• Computer literacy in:
  • Microsoft Office (Excel, Word, Outlook, PowerPoint)
  • Zoom
  • Microsoft Teams
  • Netsmart/myAvatar
  • Tableau Dashboards
• Willingness to attend trainings to increase knowledge and learn said databases and programs

VISUAL AND MANUAL DEXTERITY:

• Able to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.
• Able to input data into the Electronic Health Record.
• Limited applications of manual dexterity and hand‑eye coordination.

WORK ENVIRONMENT / PHYSICAL EFFORT

Physical Demands:

• Regularly required to speak clearly and hear the spoken word well.
• Regularly required to physically operate routine office equipment such as telephones, computers, etc.
• Regularly required to utilize near vision ability and to read data and documents, including spreadsheets, reports and Electronic Health Records in printed form and on computer screens.

Work Environment:

• Noise level is consistent with levels usually present in an office, education, rehabilitation or health related environment.
• Hazards present are consistent with those common to an office, education, rehabilitation or health related environment.