Client Transition Specialist

Duties And 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.

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.