Client Account Specialist

POSITION: Client Services Specialist

LOCATION: San Diego, California

DESCRIPTION: We are currently seeking an administrative superstar to be our Client Services Specialist that will serve as the main point of contact for our clients.

Our Client Service Specialist will manage all contracts, scheduling, service reporting, data entry and billing. This person must possess exceptional organizational/communication/problem solving skills, be computer savvy, have a high attention to detail, previous administrative experience, and a friendly “people-person” mentality. Furthermore, much of the day is spent working independently and requires dependability and excellent time management.

He/she will act as the liaison between our clients and our field department. This person will also be responsible for managing/coordinating the day-to-day activities of our service-based business to ensure our clients remain satisfied/repeat customers that consider our company “best in class”. This person will also take on miscellaneous projects.

Minimum 3 year’s experience working in a professional administrative position.

Experience in property management or property services preferred, but not required.

RESPONSIBILITIES:

● Client onboarding, including contract processing and service scheduling

● Manage and maintain the master schedule of monthly services to be performed

● Prepare service reports and deliver electronically to clients

● Process invoices and follow up on delinquencies

● Prepare annual TCBMP Maintenance Verification forms for clients and submit to the city.

● Manage all client requests and act as main point of contact

● Meet with clients on phone, by email and in person to ensure they are happy and satisfied with our services

● Manage office supplies, equipment, and purchases

● Prepare proposals and submit for repairs and replacements

● Process purchase orders

● Manage and complete assigned administrative projects

POSITION QUALIFICATIONS:

● Strong attention to detail

● Punctual, present, and reliable

● Able to self-manage and work independently

● Self-starting

● Extremely organized and efficient

● Strong time management skills

● Strong problem-solving and decision-making skills

● Career-oriented / growth-oriented

● Intelligent, intuitive, and capable

● Previous experience with data entry, reporting or clerical tasks

● Excellent communication skills, including spoken and written English

● Friendly and patient

● Strong phone and email correspondence skills

● Mac proficient

● Excellent computer skills

● Good at math

● Experience working with Microsoft Office Suite (Word, Excel) required. Experience in Google suite, QuickBooks and a CRM system preferred but not required.

● Follows directions, guidelines, and proper procedures while also able to present new

ideas for change/improvement

● Genuine interest in learning new things and able to catch on quickly

● Enjoys routine and process yet able to take on and prioritize projects/tasks that arise

● Good memory and ability to recall information related to properties and services

● Professional

● Doesn’t wait to be told what to do. Takes charge and gets things done.

CULTURE QUALIFICATIONS:

● Integrity: You choose to do the right thing, every time. You have strong moral values. You don't cut corners.

● Development / Growth: You have a commitment to personal and professional

development and you see the importance of progress, improvement and growth.

● Transparency: You don’t hide anything. You're open. You only have one face.

● Honesty: You respect the honor system, tell the truth, and say what you need to say with honesty and respect.

● Respect: You are kind and respectful to everyone and everything.

● You have a positive, can-do attitude and a happy, friendly demeanor.

● You are conscientious

● Autonomy: You can take care of yourself and do what you need to do to get your job done.

● Acceptance: You accept change, all people and their differences.

● Learning: You enjoy learning new things and taking on new responsibilities.

● Adaptable: you adjust to change.

● Casual, informal & down to earth, yet professional and serious.

● Collaboration: You can work with others and openly discuss all ideas, perspectives and viewpoints to then be able to make good decisions.

● You care about the environment and planet.

● You are responsive and timely in communication. You don’t leave anyone waiting.

COMPENSATION & BENEFITS:

● $23/hr with potential for bonuses/annual increase in base pay.

● Paid holiday, vacation and sick time.

Job Type: Full-time

Pay: From $23.00 per hour

Benefits:

•

Paid time off

Shift:

•

Day shift

Ability to Commute:

Ability to Relocate:

Work Location: In person