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United Way Miami · 1 day ago

Client Services Navigator, MU (Coordinator) - Hybrid

Miami, FL

Full-time

Hybrid

Entry Level

$43K/yr - $46K/yr

1+ years exp

United Way Miami is dedicated to making a difference in the community by addressing complex issues related to education, financial security, and health. The Client Services Navigator will serve as a primary point of contact for clients, helping them access and navigate a range of services while building relationships and coordinating resources for effective support.

Non-profit Organization Management

Responsibilities

Provide individualized support to veterans and families facing financial, housing, legal, employment, and benefits challenges by connecting them to services and supporting timely outcomes

Conduct holistic assessments to identify barriers, goals, and priority needs

Develop individualized plans by coordinating services with trusted veteran partners and local programs

Assist with benefits navigation, intake, documentation, and follow-up to ensure timely access to services

Maintain confidentiality and follow best practices when handling sensitive information

Track engagement and outcomes to support program goals and improvement

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 topics and resources to educate clients

Organize and facilitate group sessions, workshops, or informational meetings that address common client concerns (e.g., financial, employment, legal, and benefits navigation)

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 the MISSION UNITED program that include, but is not limited to: helping clients navigate the intake process, sending and requesting information from partners, and maintaining timely documentation from clients and partners to ensure completeness and accuracy for service coordination and approvals. Follow up with clients and service providers to support the timely submission of required materials. Maintain accurate, organized, and up-to-date case files in alignment with Mission United standards and confidentiality protocols

Manage relationships and communication systems with key program partners and priority client referrals, including Legal Service of Greater Miami, Center for Financial Stability, Upskill Miami and community 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

Collect and track information; manage databases; prepare 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 the supervisor

Qualification

Case managementSocial servicesVeteran-focused programsAdvanced Microsoft OfficeCustomer serviceMultitaskingTeam environmentWrittenSpoken EnglishSpanish speakingDetail-oriented