Client Services Coordinator (Bilingual)

Reports to: Client Services Manager
Hours required: 20-40 hours/week, depending on skills
Salary: DOE

Our Organization
Women’s Initiative for Self Employment is a dynamic nonprofit organization where dreams become thriving businesses! Our mission is to build the entrepreneurial capacity of women to overcome social and economic barriers and achieve self-sufficiency. Women’s Initiative links women with the skills, information and financing they need to establish or expand small businesses that reflect their personal and financial goals. Our programs encourage women to create quality jobs for themselves and others – jobs that offer the flexibility to better blend work and personal responsibilities.

The Opportunity
Women’s Initiative is seeking motivated, energetic candidates to apply for the Client Services Coordinator position. This position is a key player in the Program Department. The Client Services Coordinator is responsible for recruiting and enrolling participants in our growing business training program. Qualified candidates will possess a diverse skill set that includes public speaking, outreach, event planning and administrative skills. The Client Services Coordinator demonstrates a commitment to providing a fantastic customer service experience to our diverse clientele. Superior communication skills in English and Spanish are a must.

JOB RESPONSIBILITIES:

• Conduct onsite and off-site Orientation sessions accordance with WI’s Orientation schedule
• Prepare and send confirmation letters to Orientation attendees; manage attendees who need to reschedule
• Assist in coordinating orientation scheduling
• Prepare Orientation packets and keep current information
• Input Orientation registration forms into the organizational database and generate reports
• Follow up with potential attendees who did not attend Orientation to reschedule
• Assist with outreach and offsite Orientation sessions, if necessary

• Screen applications for eligibility in accordance with WI policies
• Notify applicants of acceptance or rejection
• Register clients in course and collect fees; compile class rosters
• Prepare training curricula and materials for clients
• Assist in coordinating course and orientation scheduling
• Prepare and maintain permanent client files for all Spanish language clients
• Fill out grantors’ forms in accordance with local, state and federal grant guidelines
• Input client application data into organizational database and generate reports
• Other duties as may be assigned

• Coordinate eligibility screening and registration for Orientation sessions in Oakland office including telephone, online and in-person registrations
• Provide referrals to other agencies as needed; coordinate with Outreach and Community Relations Associate and other staff members to maintain updated referral sheets and resource binders
• May provide back-up support for front desk/reception area, including answer and direct overflow calls, and respond to telephone and walk-in inquiries and requests for information in a pleasant and service-oriented manner

• BA + 2 years relevant experience (or equivalent experience)
• Excellent interpersonal and oral and written communication skills
• Demonstrated ability to relate well to colleagues and people of diverse ethnic and economic backgrounds
• Ability to coordinate and prioritize several tasks
• Detail-oriented
• Familiar and comfortable with numeric data
• Experience with income verification a plus
• Excellent PC skills, including word processing, spreadsheet and database management programs in a Windows-type environment
• Trouble shooting skills
• Flexible time schedule; some evenings and occasional weekends required

To apply:
Please send a resume and cover letter to kjaggar@womensinitiative.org.

Please, no calls.

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