Wealth Management Client Associate

Bank of America; Buffalo (NY); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Performance bonus opportunities

Career growth opportunities

Supportive team environment focused on

Community impact

Job summary

The Care Coordinator will assist individuals in navigating complex systems to obtain services such as Medicaid benefits, housing assistance, food programs, transportation, and other community-based resources.

This role works closely with clients, government agencies, and community partners to ensure individuals successfully access the support they need.

The position emphasizes collaboration, advocacy, and timely service delivery within a team-focused environment.

Qualifications

• High School Diploma required; higher Degrees preferred.
• Strong communication and interpersonal skills required.
• Ability to work with diverse populations.
• Basic computer skills and experience with data entry or case management systems.

Responsibilities

• Conduct client intake and assess social and healthcare-related needs.
• Assist clients with applications for government programs such as Medicaid, SNAP, housing assistance, and other benefits.
• Connect clients with appropriate community resources and service providers.
• Track referrals and follow up to ensure services are received.
• Maintain accurate documentation and case notes in internal systems.
• Communicate with government agencies, healthcare providers, and community organizations to coordinate services.
• Provide ongoing support and guidance to clients throughout the service process.
• Ensure compliance with program requirements and organizational policies.

Skills

Strong communication

Interpersonal skills

Time management

Data entry

Education

High School Diploma

Associate's degree

Bachelor's degree

Job description

Job Summary

The Care Coordinator will assist individuals in navigating complex systems to obtain services such as Medicaid benefits, housing assistance, food programs, transportation, and other community-based resources.

This role works closely with clients, government agencies, and community partners to ensure individuals successfully access the support they need.

Key Responsibilities

• Conduct client intake and assess social and healthcare-related needs.
• Assist clients with applications for government programs such as Medicaid, SNAP, housing assistance, and other benefits.
• Connect clients with appropriate community resources and service providers.
• Track referrals and follow up to ensure services are received.
• Maintain accurate documentation and case notes in internal systems.
• Communicate with government agencies, healthcare providers, and community organizations to coordinate services.
• Provide ongoing support and guidance to clients throughout the service process.
• Ensure compliance with program requirements and organizational policies.

Qualifications

• High School Diploma required; Associate’s or Bachelor’s degree in Social Work, Human Services, Public Health, Healthcare Administration, or related field preferred.
• Strong communication and interpersonal skills.
• Ability to work with diverse populations and individuals in need.
• Strong organizational and time-management skills.
• Basic computer skills and experience with data entry or case management systems.

Preferred Qualifications

• Bilingual (Spanish or other languages) strongly preferred.
• Experience in healthcare, social services, community outreach, or customer service.
• Familiarity with government assistance programs such as Medicaid or SNAP.

Compensation & Benefits

• $20–$23 per hour (based on experience) Performance Bonus Opportunities Career growth opportunities within a growing organization Supportive team environment focused on community impact