Client Transition Specialist at FirstService Residential
Dallas, TX 75254, USA -
Full Time


Start Date

Immediate

Expiry Date

20 Nov, 25

Salary

25.0

Posted On

20 Aug, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Working Experience, Jpeg

Industry

Financial Services

Description

WHAT WE OFFER:

As a full-time non-exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation: $20 - $25 / hour
Disclaimer: This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.

I-CO1

LI-SC

Responsibilities
  • Plays a critical role on every account (takeover and new) launched into FirstService Residential.
  • Responsible for ensuring a streamlined process for accounts that terminate with FirstService Residential in partnership with Accounting, Administration and the Manager.
  • Ensure operational readiness of the community in partnership with the Accounting Team and the Management Team.
  • Demonstrates strong, positive verbal and written communication skills so as to instill confidence in the Board of Directors.
  • Manage Board of Directors and Community relations during onboarding. Acts as advisor to the board of directors during the launch period. Independent judgment and discretion is consistently used when advising board of directors, responding to homeowners and vendors.
  • Determine any elements that are unique to the new client that needs to be populated within Connect.
  • Responsible for the implementation and management of Connect as it relates to the setup of a new community.
  • Drafts introduction letter, obtains board approval, and sends out to community prior to first day of management.
  • Within thirty days of management, ensures that Connect is ready for roll out, has the registration letters created and mailed to the community.
  • Responsible for creating agenda and materials for each New Business meeting and conducting the meeting.
  • Responsible for ongoing tracking of compliance requirements within Connect for all clients and notify department leader when compliance is not met.
  • Responsible to analyze and track trends in noncompliance and work with department leader and RD-s on rectifying through additional training and/or process discipline.
  • Responsible for the web content for Connect website including preliminary notices for all new communities.
  • Responsible to conduct review of communities CC-Rs, Bylaws to note any unique or items that need to be addressed. (ex: documents that have not been filed or policies that have not been drafted and/or filed)
  • Ensure all civil code and legal document requirements are met and association remains in compliance.
  • Responsible for the preparation and delivery of Welcome Letters.
  • Notify all vendors of new management, submittal of W-9 and insurance documentation requirements, and contact information for new manager.
  • Notify all utility companies of change of address.
  • Strive to identify and incorporate additional value added contributions for The Launch Team to streamline the client transition process
  • Partner with the accounting and management department lead on coordinating the receipt of new client documents; 1) placement within the office, 2) the review of material, 3) the potential discarding or digitizing of material, and the 4) re-boxing and storage of material.
  • Retain firsthand knowledge of active and pending new client transitions.
  • Must work effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of our workforce in actions, words and deeds.
  • Other duties as may be require
Loading...