Financial Employment Planner - Milwaukee, Wisconsin

Description & Requirements

Join our dedicated team as Financial Employment Planner for the WI Works Project! In this role, you will assist participants in accessing financial and employment services, helping them navigate the Wisconsin Works program to achieve self-sufficiency through work and support services.

If you're dedicated to helping others succeed, this is the opportunity for you!

This role begins as a contingent agent position, with the potential to transition into a regular full-time role after 90 days based on performance, attendance, and business needs.

Passing an assessment is a prerequisite for this position.

The onsite work schedule will be Monday thru Friday from 8am to 5p with occasional rotating Wednesdays from 10am to 7pm.



*This job requires residency in or near Milwaukee, WI.



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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.

- Utilize the Cares Worker Web System to track and manage participant data

Minimum Requirements

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

- Prior case management experience, preferred.

- Prior customer service experience, preferred.

- Experience working with low-income and diverse populations, preferred.

- Microsoft Proficiency, preferred.

EEO Statement

Maximus is an equal opportunity employer.

We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.

Pay Transparency

Maximus compensation is based o...