Homeside Properties is currently seeking a New Client Transitions Coordinator to join our dynamic team. This role plays a vital part in ensuring a seamless and positive onboarding experience for our new clients. If you thrive in a fast-paced environment, excel at organization and multitasking, and take pride in delivering exceptional service, we want to hear from you!

Key Responsibilities:

• Leads communication with both clients and former providers, facilitating information transfer and addressing transition needs
• Executes the onboarding process by organizing required new client documentation, entering key information into internal systems, setting up accounts, and introducing clients to the relevant community resources and platforms.
• Coordinating internal teams: Liaising with other departments, such as operations, finance, or customer service, to ensure that client needs are met efficiently.
• Maintaining accurate client records utilizing Customer Relationship Management (CRM) systems and other tools and resources to keep detailed records of client interactions and information.
• Contributing to client engagement strategies helping to develop and implement strategies to enhance client satisfaction and retention.

Requirements:

• Minimum two years in community management or related field in a coordinator or administrator role.
• Excellent communication and interpersonal skills. With ability to communicate effectively both written and verbally.
• Strong organizational and time management skills with the ability to effectively prioritize and manage multiple tasks while maintaining strong attention to detail.
• Strong problem-solving skills with the ability to address client issues promptly and efficiently.
• Capable of analyzing and organizing complex client, financial, or operational data and entering the information into CRM and enterprise systems.
• Demonstrates a strong commitment to understanding and supporting client needs, with a proactive mindset for resolving challenges effectively.

• Leads communication with both clients and former providers, facilitating information transfer and addressing transition needs
• Executes the onboarding process by organizing required new client documentation, entering key information into internal systems, setting up accounts, and introducing clients to the relevant community resources and platforms.
• Coordinating internal teams: Liaising with other departments, such as operations, finance, or customer service, to ensure that client needs are met efficiently.
• Maintaining accurate client records utilizing Customer Relationship Management (CRM) systems and other tools and resources to keep detailed records of client interactions and information.
• Contributing to client engagement strategies helping to develop and implement strategies to enhance client satisfaction and retention