The Client Services Coordinator provides trust administration services for CCT’s clients with special needs and their advocates. This position handles ongoing day-to-day administration of special needs trust accounts including maintaining internal databases, reviewing daily disbursement requests, and preparing reports, memos, and letters. As a member of the Client Services Team, the Client Services Coordinator serves as a primary point of contact for assigned trust accounts which may be complex and sensitive in nature. This position requires effective communication, strong interpersonal and problem-solving skills, the ability to manage multiple tasks and handle sensitive situations. This is a full-time, exempt position. Business Hours are Monday-Friday, 9 AM-5 PM (35 Hours Per Week).

Essential Responsibilities

Handle ongoing day-to-day administration of special needs trust accounts including reviewing daily disbursement requests, preparing reports for and presentations to the Disbursement Committee, and communicating with beneficiaries, their family members, and other professionals.
Provide customer service to clients with special needs and their advocates and resolve client problems in a sensitive, compassionate manner.
Prepare and maintain complete and accurate client data and communication in the CCT database and paperless document management system.
Coordinate and implement a client service’s plan for clients who need assistance with their trust.
Develop and implement policies and procedures that relate to disbursements as a member of the Disbursement Committee, comprised of members of the Client Services Team, Legal Counsel and President/CEO.
Identify additional resources for clients, as needed, including case management services, government benefit eligibility, and care-giving needs.
Keep updated on Federal and State regulations related to special needs trusts and SSI and Medicaid benefits.
Complete reports and provide ongoing updates to management.
Responsible for True Link requests and follow up.

Knowledge/Skills/Abilities

Ability to communicate professionally in writing, on the telephone, and in person.
Strong inter-personal and problem-solving skills.
Passion and empathy for people with special needs.
Well-organized, self-motivated, and detail-oriented; Strong time management skills with ability to manage multiple tasks concurrently, adapt to changing priorities and meet deadlines.
Ability to identify and escalate issues, as appropriate.
Ability to function effectively as part of a small team, working collaboratively and professionally.
Ability to handle and maintain confidential information.
Excellent customer service and interpersonal skills.
Strong computer skills including Microsoft Office Suite (Word, Outlook, PowerPoint), Microsoft Teams, Monday.com and customer relationship management (CRM) database systems such as Salesforce.
Excellent writing skills with attention to detail for narrative text (spelling, punctuation, etc.) and the presentation of data and information.
Basic online research skills.

Physical/Mental/Sensory Abilities

Maintain a seated position most of the workday.
Walk and move about buildings inside.
Ascend/descend stairs.
Observe and identify surroundings.
Judge distances and spatial relationships so as to see objects where and as they actually are.
Distinguish sounds.
Comprehend and exchange detailed information, including conveying it to others accurately.
Operate computer and other office equipment, including grasping, fine manipulation, and repetitive motion.
Concentrate, recognize, remember, reason, and make decisions.

Required Qualifications

Master's Degree in Social Work or B.S./ B.A. in Social Work or related field or Master's Degree in Business Administration or B.S./ B.A. Business with education and experience in Trust Administration.
Experience using Microsoft Office, including Word, Excel, PowerPoint, and Outlook and ability to learn new software.
Any experience with the special needs community is a plus.
Proof of COVID-19 vaccination is required for employment. CCT has a mandatory vaccination policy applicable to all positions. Accommodation for medical and sincerely held religious reason for not being vaccinated, consistent with applicable law, will be considered for reasonable accommodation on this basis. CCT continues to monitor the pandemic following all CDC guidelines, federal, state and local laws.