W-2 Resource Concierge | Social Services Advocate

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

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.