Client Services Assistant

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CLIENT SERVICES ASSISTANT

Available times: Monday through Friday 0800 - 1600

Position Overview

The Client Services Assistant (CSA) provides a professional, customer-focused, initial impression of the Society. The volunteer is appointed by the Chair of Volunteers (COV), in consultation with the Director, and serves under the supervision of the CSA Lead.

Core Responsibilities

•  Serve as client’s ambassador focused on outstanding client services
•  Greet clients courteously and ascertain eligibility to apply for assistance
•  Assist client in determining required documents for interview
•  Enter or update client data in CAP
•  Manage phone calls and schedule appointments
•  Process inquiries and direct to appropriate program leads/referrals
•  Process Quick Assist Loans (QAL)

Attributes

•  Ability to maintain a nonjudgmental demeanor, objectivity, and client confidentiality
•  Ability to listen and communicate
•  Ability to operate in a fast-paced environment and prioritize time-sensitive situations
•  Ability to present a professional, friendly, and objective appearance
•  Ability to identify with the mission and serve as a NMCRS Ambassador

Professional Development Objectives

•  Level I Client Services Assistant TQS
•  Remain current on programs, policies, and procedures and attend required training

Benefits

•  Making a positive contribution - serving Sailors, Marines, and families
•  Social networking and teambuilding

 Skill building: Customer Service, Administration, Awareness of military pay system and base resources