Client Services Assistant (Temp)

Job Overview

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Employment Type

Temporary
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Compensation

Hourly
Exact $16.00
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Work Schedule

Day Shifts
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Benefits

Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
Professional Development
Employee assistance program
flexible schedule

Job Description

The hiring organization is a client-focused center dedicated to providing comprehensive support and continuity services to its clients. Positioned within a professional and welcoming environment, the center emphasizes excellent client service, efficient administrative processes, and strong communication among staff and clients. Operating with specific scheduled hours, the center values precision in financial transactions, responsibility in handling confidential information, and a commitment to maintaining high service standards. The facility functions with a client-centric approach, focusing on personalized support through its client services team, which plays a vital role in facilitating smooth operations and enhancing client experience.

This temporary Client Services Assistant position is a key role reporting directly to the Director of Client and Business Continuity. The role spans a fixed employment period from June 29th through October 16th, 2026, with working hours structured Monday through Friday, primarily from 10:30am to 7:00pm Monday to Thursday, and 8:30am to 3:00pm on Fridays. The Client Services Assistant is primarily responsible for serving as the frontline point of contact by welcoming clients, guests, and visitors. The role involves onboarding new clients, meticulously managing client intake, evaluating client financial responsibilities including processing payments, and maintaining efficient communication channels. These responsibilities include managing multi-line phone systems, directing inquiries, troubleshooting issues, and supporting overall center operations.

A critical aspect of this role includes orienting clients to the center’s services, processes, and expectations, ensuring a seamless integration of new clients into the service environment. The assistant also manages data entry across various integrated databases and scheduling systems, emphasizing accuracy and compliance with established protocols. They evaluate client situations using center policies, sometimes making judgment calls when clear direction is unavailable. Cash handling and payment posting constitute a large portion of the role, requiring trustworthy and accurate financial processing, including payment arrangements based on insurance, contracts, or sliding fee scales.

The Client Services Assistant serves as a vital communication link within the center, ensuring therapists, leadership, and support staff receive essential information. This includes facilitating understanding around insurance processes and fee structures for clients and preparing reports that contribute to the center’s operational insights. The role also involves standard administrative tasks such as mail handling and message distribution. Candidates in this position are expected to approach their duties with professionalism, confidentiality, and an ability to effectively manage stressful situations and diverse client needs.

The position demands physical stamina to remain stationary for significant periods, operate office equipment, and occasionally lift or move items, while also accommodating occasional outdoor work during special events. The work environment requires adaptability to occasional exposure to cleaning chemicals and other materials but has rare chances of exposure to bloodborne pathogens. Overall, this role represents a vital operational backbone to the center's mission, requiring multitasking abilities, interpersonal skills, and meticulous attention to detail during the temporary employment period.

Job Requirements

  • Graduation from high school/GED
  • two years of experience in general office work
  • working knowledge of office environment, procedures and equipment
  • ability to deal professionally and effectively with the public
  • ability to deal with a diversity of people in many types of crisis situations, make appropriate assessments and referrals, and recognize one’s own limitations
  • ability to maintain confidentiality
  • possess technical skills including knowledge of electronic medical record systems, word processing, data entry, operating office equipment safely
  • skill in maintaining and filing records
  • use effective communication skills, stress management techniques and assertiveness to enforce center policies and provide positive client and visitor experiences
  • bilingual preferred but not required

Job Qualifications

  • Graduation from high school/GED
  • two years of experience in general office work
  • working knowledge of office environment, procedures and equipment
  • ability to deal professionally and effectively with the public
  • ability to deal with a diversity of people in many types of crisis situations, make appropriate assessments and referrals, and recognize one’s own limitations
  • ability to maintain confidentiality
  • technical skills including knowledge of electronic medical record systems, word processing, data entry, operating office equipment safely
  • skill in maintaining and filing records
  • effective communication skills
  • stress management techniques
  • assertiveness to enforce center policies
  • bilingual preferred but not required

Job Duties

  • Answering multi-line phones, troubleshooting caller needs, welcoming visitors
  • onboarding new clients, client intake, collecting and posting payments
  • cash handling
  • provide essential communications to therapists, center leadership and others
  • welcoming and orienting new and returning clients to the center including explanation of services, processes and expectations
  • answering phone and responding to routine inquiries about the center
  • managing data entry into multiple databases, online systems and schedules
  • evaluating situations and making decisions using center policy and procedure in the absence of clear direction
  • conducting client intakes according to protocol, establishing payment arrangements using insurance, contracts or sliding fee scale protocols
  • ensuring documentation is accurate and complete
  • scheduling client with appropriate provider
  • managing cancellations and reschedules
  • collecting and posting payments
  • communicating with key stakeholders regarding scheduling, payment, insurance and other client-specific needs
  • ensuring clients understand insurance and sliding fee scale processes
  • preparing monthly and annual statistical reports as requested
  • receiving and distributing mail, messages, etc
  • communicating with providers regarding client needs, schedule changes, adding new clients, special circumstances
  • documenting activities as appropriate

Job Criteria

Experience

Mid Level (3-7 years)


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