Client Services Coordinator
Location
Global / Flexible
Work type
Onsite
Employment
Full Time
Experience
2-5 years
Compensation
Compensation not disclosed
Posted
7h ago
Summary and responsibilities
Role overview
Summary
The Client Services Coordinator provides essential administrative and accounting support for a portfolio of associations, focusing on homeowner accounts, billing, and inquiries. This role involves creating best practices, managing data, and resolving financial discrepancies in partnership with management and accounting staff.
Position Purpose: The Client Services Coordinator must believe in, practice and initiate all Green Brick Partners values set forth in an acronym we call HOME. They must be Honest, Objective, Mature and Efficient in how he or she approaches their role at Green Brick Partners.
The Client Services Coordinator facilitates the day to day administrative and accounting support requirements for a portfolio of Associations.
Responsibilities
High level of involvement in the creation of best practices, including providing feedback and forward- thinking requirements
Creating and refining operation back-office processes as they relate to the current and future state of PPMG
Assist with data collection and entry associated with onboarding new communities
Prepare initial welcome letters to new homeowners and complete homeowner set up within management software
Assist with preparation and delivery of resale certificates and lender questionnaires
Assist with title company liaison requests and settlement action
Conduct review of homeowner accounts to ensure accuracy and resolution of discrepancies
Prepare monthly client A/R billing
Review homeowner accounts in collection status and appropriately communicate, escalate, and serve as legal liaison to resolve
Recording and posting daily receipt of all checks and payment files from third parties
Researching and processing customer claims of invoice payments
Works in partnership with management and the accounting staff to resolve escalated invoice issues
Assist management with client audit requirements
Assists with month-end financial close, as deemed necessary
Assist with annual preparation of 1099s and the 1096 summary transmittal forms
Review and respond to homeowner inquiries surrounding general inquiries and account/billing status
Process homeowner amenity access requests
Physical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for extended periods; kneel and bend at the waist; walk up and down stairs; walk on unlevel terrain; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Ability to lift and/or move up to 25 pounds. Specific vision ability required by this job include close vision, distance vision, color vision and peripheral vision.
Qualifications
Education: Associate degree or higher preferred. Industry certifications preferred.
Experience: Minimum of 2 years’ experience in accounting and/or administration
Competencies:
Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level
Knowledge of typical business correspondence (grammar, structure, punctuation, spelling, etc.) at a proficient level
Knowledge of conflict resolution techniques at a proficient level
Professional communication skills (phone, interpersonal, written, verbal, etc.)
Professional customer service skills
Self-motivated, proactive, resourceful, detail-oriented and collaborative
Time-critical prioritization skills
Updated 7h ago
Candidate fit
Skills and qualifications
Additional skills
Experience
2-5 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
Compensation not disclosed
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
Context on the employer
Company snapshot
Company
Paragon Property Management Group
Team size
Growing team
Location
Global / Flexible
Paragon Property Management Group (PPMG) is a company where employees are expected to embody Green Brick Partners' values of Honesty, Objectivity, Maturity, and Efficiency. The Client Services Coordinator role at PPMG involves facilitating daily administrative and accounting support for a portfolio of Associations.
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Client Services Coordinator
Global / Flexible • Full Time