Client Service Associate

Client Service Associate – ABCD

Join the Statewide Client Services center of the Low‑income Energy Affordability Network (LEAN) at ABCD. This role supports the LEAN website and call center by responding to client inquiries, assisting with application processes, and supporting overall call center operations.

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 and client engagement.
• Lead origination, outreach, and outbound marketing calls.
• Monitor Google Analytics dashboard.
• Communicate with single-family and multifamily applicants about product inquiries.
• Notify new applicants when an application is received and request additional information or affordability documentation.
• Notify applicants when approved or denied.
• Perform past service checks on new applications.
• Coordinate statewide outreach efforts and track the client process through marketing lifecycle.
• Coordinate Cap engagement on follow‑up and completion of client referrals.
• Review affordability or individual client income documentation and 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.

Qualifications

Salary

$44,000 USD per year. Salary is firm and cannot be negotiated.

Employment Details

EEO Statement

ABCD is an equal opportunity employer. We encourage applications from individuals of all backgrounds.

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