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Client Navigator for Financial Wellness Program

What will you be doing? Engage and Build Rapport You will engage and build rapport with clients in a way that helps them feel comfortable in sharing their personal and financial information. Connects Clients to Resources You will connect clients to resources that will assist them in removing barriers while helping them build a network of supports, set priorities, and develop action plans to improve financial resiliency. Provide Coaching You will provide coaching to improve client self-awareness,