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Client Liaison

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Updated Jul 17, 2021
Job Description
JOB PURPOSE:  To determine client’s eligibility for receiving home delivered meals with assessments and annual reassessments.  To conduct survey materials with the clients for both grant and agency purposes.
1) Interview prospective clients in their homes to assess their physical and mental conditions and determine eligibility for home delivered meals according to Meals on Wheels guidelines.
2) Utilize clinical best practices with the client.
3) Learn all information for H-GAC standards on assessments of home delivered meal clients and maintain current knowledge and paperwork regarding any program changes.
4) Complete any survey materials with the client provided by the Meals on Wheels
5) Document all contacts with clients and related contacts and referrals made on clients’ behalf.
6) Understand and utilize software related to documentation and reporting. 
7) Complete all reports, assessments, and surveys on a timely basis meeting deadlines given by the Client Liaison Manager or Compliance Director.
8) Deliver items to the clients as needed, including donations provided by local entities.
9) Follow procedures concerning confidentiality.
10) Perform any assignments delegated by the Client Liaison Manager or Compliance Director.

Skills Required
• Adhere to Agency Policy and Procedures
• Perform duties as workload necessitates
• Maintain positive and respectful attitude
• Communicate regularly with supervisor about Department and client issues
• Utilize time efficiently and effectively and prioritize work load
• Consistently report to work on time and be prepared to perform duties
• Meet productivity standards
• Proficient in Microsoft Office including Excel, Word,Outlook.
• Attend relevant training programs to keep current on job related issues
• Treat staff personnel and clients with courtesy and respect
• Requires excellent communication skills and the ability to work positively with seniors, staff members, visitors, volunteers, community leaders and the general public;
• Requires the ability to use office machines such as the computer, printer, copy machines and telephone;
• Requires a valid Texas Driver’s License, Pass Drug Test, Pass Background check and a have a clean MVR;
• Requires: reliable vehicle to travel the county to perform in home assessments (mileage reimbursed)
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. All jobs are subject to change.




Meals on Wheels Montgomery County
111 s 2nd st
Conroe, TX   77301

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Job Categories

Job Types(s):   Social Services

Industry(s):   Nonprofit / Social Service

Employment Type:   Employee - Part Time

Job Location(s):   The Woodlands, Conroe / Lake Conroe

Contact Information

Meals on Wheels Montgomery County - Visit Our Business Directory Listing

Website:  Visit Our Website

Phone:  936-756-5828

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