Client Services Associate
Action for Boston Community DevelopmentBoston, MA, US30+ days ago
Job type
- Full-time
Job descriptionA minimum of a Highschool Diploma / GED or equivalent and up to 12 months of work experience required. Experience in energy efficiency and / or multi-family low-income housing helpful Experience in grant program management and / or customer service a plus Experience with Microsoft Access and Excel or at least a high degree of comfort with databases and spreadsheets required Must have good communication skills by phone and email Flexibility, initiative, and ability to work in a team Ability to deal sensitively and effectively with individuals of diverse economic and cultural backgrounds Bilingual skills are highly preferred. Make a Difference : Every day, your work directly impacts the lives of thousands in the Greater Boston community, empowering them and making positive, lasting change. Inclusive Environment : ABCD values the diversity of its workforce, with an inclusive culture that respects individuality and promotes collaboration. Continuous Learning : We offer numerous training and development opportunities, ensuring our staff remain at the forefront of community action methodologies and strategies. Comprehensive Benefits : At ABCD, we take care of our own, providing a competitive benefits package, including health coverage and retirement plans. A Legacy of Impact : Join an organization that boasts a legacy spanning over half a century, consistently championing the rights and needs of our community's most vulnerable. Teamwork & Camaraderie : Be a part of a passionate team, united in their mission to combat poverty, and ensure every individual can reach their fullest potential.
Job Description
Job Description
Description
The Climate Equity & Impact team is hiring! If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Client Services Associate . Come make a meaningful impact and be part of a legacy that shapes positive change in Greater Boston.
Key Responsibilities
- Transfer new applications into the database.
- Connect clients and make referrals to appropriate agencies or programs.
- Maintain and update application records in the database.
- Run queries and generate reports as requested.
- Engage LEAN Single Family Website including :
- Live chat functions engagement with clients.
- Case study updates for website and public dissemination
- Lead origination, outreach, and outbound marketing calls.
- Monitor Google Analytics dashboard.
- Communicate with single-family and multifamily applicants and potential applicants :
- Field phone calls and inquiries.
- Notify new applicants when an application is received.
- Request more information as needed.
- Request affordability documentation.
- Notify applicants when approved / denied.
- Perform past service checks on new applications.
- Coordinate statewide outreach efforts in Lead Vendor capacity.
- Communicate with vendors and utilities as needed.
- Track client process through marketing lifecycle.
- Coordinate Cap engagement on follow-up and completion of client referrals.
- Review affordability / individual client income documentation.
- Take notes during meetings if requested.
- Maintain electronic and paper files.
- Coordinate with the Program Director on all of the above.
- Perform other related duties as assigned from time to time.
Skills, Knowledge and Expertise
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Client Service Associate • Boston, MA, US