Client Services Navigator (Coordinator)-Hybrid

Description

Salary Range: $42,630-$45,675 annually

Hybrid Schedule: 2 days from home and 3 days on-site

Benefits (The Good Stuff)

• 3 WKS+ Vacation Paid*
• 12 Paid Holidays
• 12 PTO Paid Days
• Competitive Health Benefits Package
• Wellness Program Reimbursements up to $50/month
• Short Term Disability at NO COST
• Life Insurance & AD&D 2X Annual Salary at NO COST
• Employee Assistance Program
• Retirement Plan UP TO 6% Employer Funding
• Professional Development Opportunities
• Discounted On-Site Early Childhood Care
• Tuition Assistance for Early Education Degree
• Free Monthly Transit Card

*Vacation amounts may vary based on roles, schedules, and years of service

Help us make a difference in our community. United, we are tackling complex issues and turning contributions into real change. We fight for equitable access to quality education, financial security, and the health of everyone in our community. Join our team and join us in the fight for a stronger Miami!

United Way Miami, Inc. is hiring a Client Services Navigator to join our team. As Client Services Navigator you will act as a primary point of contact for clients, helping them access and navigate a range of services tailored to their circumstances. This role involves building relationships, assessing client needs, and coordinating resources to ensure clients receive the support they require in a timely and effective manner.

UWM is an equal opportunity employer and a drug-free workplace, please visit our Career site homepage to view our EEO statement and Drug-Free policy.

Principal Duties and Responsibilities:

The following outlines the primary duties and responsibilities of the role. The role is not limited to these functions and may change based on programmatic and organizational needs:

Client Engagement and Support

• Provide assistance and support to clients facing financial crises, helping to stabilize situations and direct them to the appropriate resources.
• Conduct comprehensive needs assessments to identify and understand client requirements, challenges, and goals.
• Develop personalized service plans by connecting clients to appropriate community resources, programs, and support systems.
• Assist clients with service applications, paperwork, and follow-up processes to facilitate successful outcomes.
• Ensure confidentiality and adhere to ethical guidelines in handling sensitive client information.
• Provide tax preparation services through the UWM CFS VITA site to during tax season.

Client Education and Empowerment

• Educate clients on available resources, programs, and how to navigate systems independently, promoting self-sufficiency and informed decision-making.
• Commit to staying up to date on relevant financial topics and resources to educate clients.
• Organize and facilitate group sessions, workshops, or informational meetings that address common client concerns (e.g., financial literacy, housing assistance, mental health resources).

Program Administrative Support

• Provide telephone support for the program that includes but is not limited to: answering calls; recording and delivering accurate messages; referring complaints and requests for information to appropriate staff and following up as needed.
• Provide administrative support and follow-up for UWM CFS financial assistance program that includes but is not limited to helping clients navigate the application process, sending and requesting information from clients and vendors, ensuring all required documentation is complete and accurate to be processed for approval, following up with clients and vendors for documentation to ensure timely submission, and maintaining accurate and organized client application files.

Outreach and Community Engagement

• Manage relationships and communication systems with key program partners and priority client referrals, including Mission United, Integration partners, and Ecosystem partners.
• Engage in outreach activities to identify underserved populations and connect them with relevant services, including partnerships with community organizations and service providers.
• Understand United Way and effectively interact with other areas internally to maximize and leverage opportunities.
• Due to the leadership role United Way is called upon to play in the community, particularly in times of crisis, it is the expectation that all United Way staff will be fully engaged in the organization’s crisis plan and response efforts.

Monitoring and Evaluation

• Collect and track information; manage databases; prepare division reports. Conduct research and special projects as needed.
• Track client service usage and outcomes, providing reports on service effectiveness and client satisfaction to improve service delivery.
• Provide programmatic input and feedback to improve service delivery, program effectiveness, and innovation.
• Provide weekly, monthly, and quarterly reporting as requested by supervisor

Requirements

Education Requirements: Associate degree preferred or equivalent experience. Opportunities for training and professional development will be available.

Experience Requirements: One to three years of work experience in an office environment.

Technology Requirements: Advanced Outlook, Advanced Microsoft Office suite.

Other Essential Knowledge/Skills: Must be detail-oriented and able to multitask in a fast-paced environment. Strong customer service skills are required. Ability to function in a team environment. Proficiency in written and spoken English is necessary; Spanish-speaking ability is required.

Career growth: We encourage you to grow by providing formal and informal development programs, coaching, and on-the-job challenges. We want you to ask questions, take chances, and explore the possible.

 Apply with confidence! Research indicates that individuals may hesitate if they don't meet every requirement. If you're enthusiastic about a role, apply, even if your experience or education isn't an exact match. You could be the perfect fit for this position or discover other exciting opportunities within our organization. Please note that while some roles may have specific requirements for funding eligibility, we STILL encourage you to explore our job opportunities.