Client Account Specialist

Job Description

Associa is currently looking for a Client Account Specialist (CAS) to join their team. The CAS provides financial services to community associations in a fast-paced centralized accounting services environment.

What do we offer?

• Competitive benefits package including medical, dental, and vision insurance, 401k, disability insurance, and wellness and development initiatives.
• Designated as a Great Place to Work for six consecutive years.
• Many locations awarded as Best and Brightest.

How will you make an impact?

• Assisting with in-office tasks such as processing checks, sorting, coding, and filling out AR income forms.
• Reviewing and approving monthly financial statements for various clients, including Balance Sheet, Income Statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank Reconciliation, and General Ledger.
• Answering questions for Community Association Managers (CAMs) and Board Members regarding monthly financial statements.
• Managing the transition of new clients, including communicating internally about new clients, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
• Overseeing and requesting AP & AR corrections, bank reconciliations, journal entries, and account adjustments.
• Managing recurring charges, such as homeowner assessments, parking, and storage.
• Attending in-person or virtual board meetings as needed.

Requirements

• Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office.
• Experience in general ledger accounting.
• Ability to read, analyze, and interpret the most complex documents.
• Ability to respond effectively to the most sensitive inquiries or complaints.
• Experience in budget implementation.
• Understanding of AP and AR transaction processes.
• Willingness to grow and take on new projects as needed.
• Partnering with multiple stakeholders, including community managers, vendors, peers, and clients.
• Able to prioritize, manage time, and meet deadlines with accuracy and attention to detail.
• Able to interpret verbal and/or written instructions at a proficient level.
• Able to communicate effectively and professionally on phone, email, and in-person.
• Able to operate general office equipment (copiers, faxes, phone systems, etc.).

Benefits

• Medical, dental, and vision insurance.
• 401k plan.
• Disability insurance.
• Support with wellness and development initiatives.

Pay

$25.00 - $30.00 per hour; depending on experience.

Schedule

Location: 42635 Melanie Place, Ste 103, Palm Desert, CA 92211

Equal Opportunity Employer

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.