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Client Liaison

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Updated Jan 13, 2022
Job Description

TITLE:                            Client Liaison


DEPARTMENT:                    Meals on Wheels

POSTION TYPE:                   Part-Time, Hourly

WORK DAYS/HOURS:        up to 25 hours per week          

LOCATION:                           Montgomery County

PAY RATE:                             $15/hour

REPORTS TO:                      Compliance Director


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 MC 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 Meals on Wheels MC.
  5. Document all contacts with clients and related contacts and referrals made on clients’ behalf.
  6. Conduct Telephone Reassurance calls to clients as delegated and log the contacts onto appropriate documentation as assigned by supervisor.
  7. Understand and utilize software related to documentation and reporting.
  8. Complete all reports, assessments, and surveys on a timely basis meeting deadlines given by the supervisor.
  9. Deliver items to the clients as needed, including donations provided by local entities.
  10. Follow procedures concerning confidentiality.
  11. Perform any assignments delegated by the supervisor.


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
  • 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 calculator, computer, printer, typewriter, copy machines, fax and telephone;
  • Typically requires several hours per day of sitting, standing or walking, with frequent interruptions and movement within an office setting;
  • Requires lifting of up to 40 pounds;
  • Requires a valid Texas Driver’s License, Pass Drug Test, Pass Background check and a have a clean MVR;
  • Requires: The ability to pass an on-line defensive driving course.





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

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Meals on Wheels Montgomery County - Visit Our Business Directory Listing

Website:  Visit Our Website

Phone:  936-756-5862

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