Key Responsibilities
Client Assessment & Intake
Conduct comprehensive assessments to determine client needs, strengths, and barriers.
Gather background information, review documentation, and identify eligibility for programs or services.
Establish rapport and ensure clients understand available resources and expectations.
Service Planning
Develop individualized case plans with clear goals, timelines, and measurable outcomes.
Collaborate with clients to identify priorities and create action steps.
Adjust plans as needed based on progress or changing circumstances.
Resource Coordination
Connect clients to appropriate services (housing, healthcare, employment, financial assistance, counseling, etc.).
Maintain ongoing communication with community partners, providers, and internal teams.
Advocate on behalf of clients to remove barriers and ensure access to needed support.
Case Monitoring & Follow-Up
Monitor client progress regularly through meetings, calls, and documentation review.
Ensure timely follow-through on referrals, appointments, and required tasks.
Provide crisis intervention, coaching, and problem-solving as situations arise.
Documentation & Compliance
Maintain accurate, up-to-date case notes and client records in the case management system.
Track outcomes, complete required reports, and ensure compliance with program standards.
Maintain confidentiality following all legal and ethical guidelines.
Collaboration
Participate in team meetings, case conferences, and training.
Work closely with supervisors to identify high-need cases or issues requiring escalation.
Contribute to improving workflows, service delivery, and client experience.
Qualifications
Bachelor’s degree in Social Work, Psychology, Human Services, or related field (or equivalent experience).
Experience in case management, social services, client support, or similar field.
Strong communication, problem-solving, and organizational skills.
Ability to manage multiple cases and work in a fast-paced environment.
Proficiency in case management software and documentation practices.
Key Competencies
Empathy and active listening
Cultural sensitivity
Time management
Critical thinking
Conflict resolution
Accountability and follow-through
