Financial Employment Planner - Milwaukee, Wisconsin

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 on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment.

Annual salary is just one component of Maximus's total compensation package.

Other rewards may include short- and long-term incentives as well as program-specific awards.

Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off.

Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience.

An applicant's salary history wil...