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Catholic Charities Fort Worth
Program & Intake Specialist - Northwest Campus
Career Insights for Client Relationship Manager
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Based on Texas data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$62,958 / year median in Texas
+2% projected growth
Job Description
Top Accountabilities Program Operations Support Client Relationship & Engagement Financial Assistance Processing Documentation, Reporting, & Compliance What will you be doing in your role? Program Operations Support Assist Case Managers with coordination and provide the appropriate resources to meet individual client needs. Maintain open lines of communication with Case Managers in efforts to provide the best client service possible. Develop and maintain strong positive relationships with clients, partners, vendors, and community organizations to foster trust and collaboration Assist Case Managers with coordination and provide the appropriate resources to meet individual client needs. Maintain open lines of communication with Case Managers in efforts to provide the best client service possible. Develop and maintain strong positive relationships with clients, partners, vendors, and community organizations to foster trust and collaboration Client Relationship & Engagement Greet clients and answer phone calls to address client needs in a patient, empathetic, professional, and timely manner. Be passionate about providing the best service and experience to each client during the intake process by answering questions, assisting client with the application process, and bookings. Remain informed about community partners and resources to provide external referrals as needed. Maintain current knowledge of practices and issues around poverty and family self-sufficiency. Develop and maintain strong positive relationships with clients, partners, vendors, and community organizations to foster trust and collaboration. Greet clients and answer phone calls to address client needs in a patient, empathetic, professional, and timely manner. Be passionate about providing the best service and experience to each client during the intake process by answering questions, assisting client with the application process, and bookings. Remain informed about community partners and resources to provide external referrals as needed. Maintain current knowledge of practices and issues around poverty and family self-sufficiency. Develop and maintain strong positive relationships with clients, partners, vendors, and community organizations to foster trust and collaboration. Financial Assistance Processing Manage the process for transactions by conducting inquiries, managing external providers, and gathering invoices Ensure accurate documentation and data entry. Assist in managing financial assistance funds, including tracking expenses, managing disbursements, and ensuring cost-effective operations. Maintain management of ledgers. Manage the process for transactions by conducting inquiries, managing external providers, and gathering invoices Ensure accurate documentation and data entry. Assist in managing financial assistance funds, including tracking expenses, managing disbursements, and ensuring cost-effective operations. Maintain management of ledgers. Documentation, Reporting, & Compliance Provide administrative support to the Northwest Campus with high attention to detail, organization, and a sense of urgency. Possess a high level of professionalism when dealing with confidential/sensitive information. Be a team player by assisting and participating in office events, staff training/development, large events, and/or projects. Submit monthly and quarterly reports. Provide administrative support to the Northwest Campus with high attention to detail, organization, and a sense of urgency. Possess a high level of professionalism when dealing with confidential/sensitive information. Be a team player by assisting and participating in office events, staff training/development, large events, and/or projects. Submit monthly and quarterly reports. Are you the next Program & Intake Specialist? Associates Degree with 2 years of experience providing advanced level administrative support, OR a combination of education and experience required. Experience with low-income populations is a plus. Bilingual skills in Spanish a plus. Proactive, thorough and detail oriented. Must be willing to use personal vehicle for job purposes. Proficiency with Microsoft Office Suite. Here's the good stuff... Full-time, hourly position with a starting rate of $18 per hour . Final offer is determined by relevant experience, work history, education and internal equities. Medical/ Dental/ Vision/ Short Term Disability/ Accident Insurance/ Hospital Indemnity Insurance/ Critical Illness/ ID Shield Health Savings Account
- CCFW contributes $110 per month . 100% Company paid Long Term Disability 100% Company paid Basic Life and AD&D Insurance 16 paid Holidays (including being closed Christmas Eve through New Years Day) Tiered PTO Accrual by tenure: Vacation Time
- 100 hours in your first year . Sick Time
- 48 hours in your first year . 403(b) with employer match from day one
- up to 6% 3 weeks paid parental/critical illness leave Employee Assistance Program CCFW Participates in the Public Service Loan Forgiveness program ( PSLF ) Mentorship Program Wellness Program Financial Coaching Vacation Time
- 100 hours in your first year . Sick Time
- 48 hours in your first year .
Benefits
- Paid Time Off (PTO)
- Sick Leave
- Mentorships
- 403(b) Tax-Sheltered Annuity Plans