Financial Employment Planner

Description & Requirements

Ready to do something greater?

The Counselor/Case Manager is responsible for providing support and guidance to clients, helping them navigate services and resources.

This role involves assessing client needs, developing individualized service plans, and coordinating care to ensure the best outcomes.

We play a critical role in helping governments achieve their goals by providing essential services to the most vulnerable citizens in the communities we serve.



*This position is Onsite in our Milwaukee, WI office working 8am- 4:30pm Monday - Friday.

Essential Duties and Responsibilities:

- Cultivate and nurture professional relationships with customers, continuously monitoring their engagement and progress within the program.

- Regularly collaborate with customers to set and accomplish program goals, ensuring ongoing eligibility and program service maintenance.

- Demonstrate extensive program knowledge, guiding customers through various stages of the application process, from enrollment to benefit and service allocation.

- Assist customers in accessing essential services aligned with program objectives, including educational or vocational training, medical care, childcare, transportation, mental health resources, legal assistance, and other pertinent needs.

- Conduct follow-ups with customers to address needs, resolve concerns, and ensure their requirements are met satisfactorily.

- Collaborate with team members to provide expertise and support in resolving participant issues effectively.

- Maintain accurate and timely case documentation for all customer interactions, ensuring comprehensive records of activities.

- Share updates regarding outreach and engagement initiatives with project staff, facilitating effective communication.

- Identify and communicate barriers hindering customer engagement with the Provider, informing project staff promptly.

- Perform additional duties as directed by leadership to support program objectives.

- Working with the community

- Conduct interactive interviews with applicants and review all applications

- Data Entry and Determining eligibility

Minimum Requirements

- High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.

- Customer service skills

- Must be able to work in a fast-paced environment

- Must be able to work independently on multiple projects

EEO Statement

Active military service members, their spouses, and veteran candidates often embody the core competencies Maximus deems essential, and bring a resiliency and dependability that greatly enhances our workforce.

We recognize your unique skills and experiences, and want to provide you with a career path that allows you to continue making a difference for our country.

We're proud of our connections to organizations dedicated to serving veterans and their families.

If you are transitioning from military to civilian l...