W-2 Resource Concierge: Participant Support

Equus; Milwaukee (WI); On-site; USD 34,000 - 36,000; Full time

Job summary

Equus Workforce Solutions is seeking a Resource Specialist/Concierge in Wisconsin to support W-2 participants, coordinating services and guiding families through eligibility and program participation. You will perform needs assessments, gather documents, provide warm handoffs, track referrals, and work with Financial and Employment Planners to align services with employment goals.

The role requires strong communication, familiarity with community resources, and commitment to confidentiality and

Qualifications

• 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.

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 skills

Communication

Microsoft Office

Case management systems

Education

High school diploma or equivalent

Associate or bachelor’s degree in human services

Tools

Microsoft Office Suite

Case management systems

Job description

Equus Workforce Solutions is seeking a Resource Specialist/Concierge in Wisconsin to support W-2 participants, coordinating services and guiding families through eligibility and program participation. You will perform needs assessments, gather documents, provide warm handoffs, track referrals, and work with Financial and Employment Planners to align services with employment goals.

The role requires strong communication, familiarity with community resources, and commitment to confidentiality and