Client Services Associate

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

Why Work Here