New Client Transition Coordinator

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With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

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.
• Maintains accurate client records utilizing Customer Relationship Management (CRM) systems and other tools to keep detailed records of client interactions and information.
• Contributes to client engagement strategies, helping to develop and implement strategies to enhance client satisfaction and retention.

Requirements

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Additional Information

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