Client Services Representative
Advance HOA Management, Inc.
Greenwood Village, CO (In Person)
$44,720 Salary, Full-Time
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Job Description
FUNCTION AND ROLE
Front-line representation of the company and performs basic office and administrative functions, as necessary.POSITION OVERVIEW
The Client Services Representative is the primary point of contact for clients, responsible for delivering exceptional service and support. This role involves addressing client inquiries, resolving issues, and ensuring a positive customer experience while maintaining strong relationships. The CSR will also collaborate with internal teams to meet client needs and support overall business objectives.SUPERVISORY RESPONSIBILITIES
NoneQUALIFICATIONS AND SKILLS
High school diploma or equivalent. Proven experience in customer service, account management, or client-facing roles. Excellent communication (verbal and written) and interpersonal skills. Strong problem-solving abilities and attention to detail. Ability to multitask and manage time effectively in a fast-paced environment. Proficiency with CRM systems, Microsoft Office Suite, and/or related software. Positive, professional, and client-focused attitudeREQUIREMENTS
Excellent telephone etiquette Strong sense of and high standard for customer service Excellent written, verbal, and non-verbal communication skills Ability to multitask and manage priorities in an efficient and accurate manner Intermediate computer proficiency in MS Office or related software Ability to perform basic mathematical functions Ability to assess problems and determine an appropriate solution Ability to follow instructions and procedures Strong organizational skills and attention to detail Demonstrate positive and professional demeanor Ability to adapt in a changing workplace Possess integrity and credibility Ability to work as part of a team or collaborate with colleagues Ability to use standard office equipment Must be able to lift 35 lbsRESPONSIBILITIES AND DUTIES
Answer incoming calls, emails and resident requests from clients and effectively resolve client inquiries and direct/route inquiries accurately. Resolution of inquiries including but not limited to reviewing owner account information, payment setup, account setup and website navigation, and basic questions related to the HOA. Must demonstrate very high levels of customer service during any customer interaction (e.g., warm, patient, professional and helpful demeanor, and accurate and timely resolution of inquiries). Complete company and community mailings including but not limited to membership mailings, violation and architectural letters, special assessment letters, and newsletters. Ensure all necessary components are within the mailings such as pool keys, envelopes etc. and mailings are sent in a timely, accurate and organized manner. Efficiently generate and mail welcome packets to new homeowners, ensuring all necessary components are included and sent in a timely, accurate, and organized manner. Scan welcome packets as needed. Assist with accurate record updates including but not limited to updating owner contact information in company systems, auditing and uploading community emergency sheets, auditing and uploading community documents, and other records as necessary. Work as a team with other Client Services Representatives and Advance HOA Administrative staff to serve homeowners and community managers together with a positive attitude. Accurately update addendum billings for communities as necessary for the materials they utilize in their mailings. Exhibit flexibility as assigned Client Services tasks change to accommodate volume of responsibilities in a balanced manner. Continue to improve effectiveness and expand expertise over time for executing Client Services duties. Examples include efficiency in resolving an inquiry and taking and referring to training notes such that similar questions are not repeatedly asked of supervisors. Perform miscellaneous office errands and tasks and other duties and errands as assigned. At all times, conduct oneself in a professional, helpful, knowledgeable manner, so as to convey utmost professionalism.WORK ENVIRONMENT
Work will be performed during regular office hours in an office setting. Must have a presentable, professional appearance. We believe it is a privilege to provide communities with service that exceeds the expectations of the Board and homeowners. Advance HOA Management has found a genuine desire by HOAs in Colorado for a different approach to management and the business model they formed is committed to delivering exceptional services and create a genuine sense of caring for our communities and homeowners. The mission of Advance HOA Management is to enhance every aspect of community and property values and to become long-term, committed, and respected partners with the communities we manage. Everything that we do at Advance HOA Management stems from our mission to enhance the quality of life and property values in the communities we manage, while delivering the highest level of customer service.Visit us at https:
//www.advancehoa.com/ to learn more.Job Types:
Full-time, Part-time, Temporary, Contract Pay:
$20.00 - $23.00 per hourBenefits:
401(k) Dental insurance Health insurance Paid time off Vision insuranceExperience:
Customer service: 1 year (Required)Work Location:
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