Client Services Representative

• Serve as the primary point of contact for inbound referrals via phone, email, and web
• Own the intake process from first contact through internal handoff, ensuring timely and accurate information sharing
• Enter and manage referral and client data in HubSpot, tracking all follow-up and documentation
• Communicate with clarity, empathy, and clinical credibility to prospective clients, family members, and referral sources
• Maintain responsive relationships with community partners and providers
• Support the coordination and scheduling of consultations, including pre-visit and post-visit follow-up
• Triage urgent calls and provide temporary support to clients when immediate attention is required
• Collaborate with the Manager of Client Relations and leadership to ensure seamless assignment to the appropriate care manager
• Maintain clean, up-to-date records in HubSpot, including intake progress, referral activity, and client engagement data
• Assist with reporting on case closures, client enrollments, and quality assurance metrics
• Conduct post-service check-ins and administer closed-case surveys
• Identify and flag trends or concerns that impact client satisfaction or operational efficiency
• Participate in regular virtual check-ins and monthly in-person team days
• Attend quarterly staff meetings and other in-person sessions as scheduled

LCA

Client Services Advisor

Client Relations Specialist