Financial Employment Planner - Milwaukee, Wisconsin jobs in United States
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Maximus · 3 days ago

Financial Employment Planner - Milwaukee, Wisconsin

Maximus is seeking a Financial Employment Planner for the WI Works Project. In this role, you will assist participants in accessing financial and employment services to help them achieve self-sufficiency through work and support services.

Business Process Automation (BPA)ConsultingEducationGovernmentGovTechHealth CareInformation Technology
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H1B Sponsor Likelynote

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

Qualification

Case managementCustomer serviceMicrosoft ProficiencyRelationship buildingProblem solvingCommunication skills

Required

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

Preferred

Prior case management experience
Prior customer service experience
Experience working with low-income and diverse populations
Microsoft Proficiency

Benefits

Health insurance coverage
Life and disability insurance
A retirement savings plan
Paid holidays
Paid time off

Company

Providing government technology services, digitally enabled customer experiences, and clinical health services that change lives.

H1B Sponsorship

Maximus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (39)
2023 (50)
2022 (42)
2021 (36)
2020 (42)

Funding

Current Stage
Public Company
Total Funding
$7.93M
2010-12-09Post Ipo Equity· $7.93M

Leadership Team

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Elisabeth Schmidt
Senior Vice President
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Michael Mateer
Sr. Vice President, Enterprise Technology
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Company data provided by crunchbase