Client Transition Specialist

Job Description

Job Description

As the contact for client transitions, the transition associate must perform the job duties with a view towards projecting a full-service product for each service provided to the client as it pertains to transitions needs. Communication with the internal team and management companies and providing great service to the client in a friendly and helpful manner is essential. This position ensures company policies and procedures are being adhered to as they pertain to client transitions.

As a team member of KW PROPERTY MANAGEMENT & CONSULTING, you are expected to understand and support the mission statement of the company and practice our GREAT values every day. These values include but are not limited to greeting and smiling; showing respect with name recognition and eye contact; accepting the empowerment to exceed everyone's expectations and showing enthusiasm for your position and duties; being accountable to show a positive attitude and accountable for your actions; and be trustworthy in your duties and transparent in everything you do. These are our GREAT values and part of your work practices and expected as part of your daily activities while working at KW Property Management and Consulting.

Duties and Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Complete new client tickets for all developer and new clients.

· Set up developer and new clients in KWPM Lynk, Vantaca, Nexus, ClickPay, and KWIC.

· Create the welcome package draft for new clients. Once approved, eblast and mail the welcome package.

· Submit coupon order for new clients.

· Confirm the banking department has set up all bank accounts, new and existing, in Vantaca.

· Confirm ClickPay is active for all new clients.

· Send payment portal eblast for new clients.

· Upload homeowner balances.

· Confirm late fees prior mgmt was charging and in the governing documents.

· Communicate professionally and effectively with internal team members.

· Provide new management company with departing client’s accounting reports.

· Copy files from KWPM Lynk in a flash-drive or OneDrive for new management.

· Deactivate departed clients in KWPM Lynk, Vantaca, Nexus, ClickPay, and KWIC.

Work Setting

While performing the duties of this job, the employee regularly works indoors in an office setting.

Physical Demads

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 20 pounds.

Position type

This is a full-time, non-exempt position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company.

Travel

Some travel will be required to attend company sponsored meetings, trainings, and property visits when necessary.

Required Experience and Skills

• Must have at least 1 years of experience working in transition or onsite property management; Preferred 2-3 years of experience.
• High school diploma or GED
• Computer Savvy
• Strong communication skills
• Proficiency in Microsoft Word and Excel
• Strong organizational, analytical, and research skills
• Keyboarding ability with accuracy at 45-50 words a minute
• Proven ability and desire to work in a number intensive environment
• Ability to work in a fast paced, dynamic business environment

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.