What are the responsibilities and job description for the HOA Client Services Specialist position at Robert Half?
We are looking for an organized HOA Client Services Specialist to join our team in Escondido, California. In this role, you will play a vital part in ensuring client satisfaction and maintaining strong relationships by delivering outstanding service and support. This is a contract position, offering an excellent opportunity to contribute to our organization’s success while developing your skills in customer service and sales.Responsibilities:• Act as the primary point of contact for clients, addressing inquiries and resolving issues to ensure satisfaction and retention.• Handle incoming client calls, balancing organizational policies with individual client needs.• Assist clients with navigating the organization’s platform and provide basic technical support when needed.• Accurately process client monetary requests, keeping risk management and compliance in mind.• Complete client transactions and requests efficiently while adhering to established service level agreements.• Perform account updates, maintenance, and corrections to ensure data accuracy.• Investigate and resolve client disputes using sound judgment and knowledge of banking policies.• Manage fraud intake requests and prioritize tasks to meet strict deadlines.• Communicate findings and solutions to clients in a clear and precise manner, both verbally and in writing.• Uphold the organization’s values and compliance standards, ensuring all activities align with safety protocols.
Salary : $23 - $27
