Client Service Specialist

YMCA of Greater San Francisco • San Francisco, CA

126d • $24 - $26 • Onsite

About The Position

The Client Service Specialist is responsible for registration processing, payment follow up, and related support for Preschools, Membership, and Out of School Time programs. By working with YGSF branch staff, members, and participants, the CSS will manage enrollments and receivables for all YGSF preschool sites and assigned branches. Attention to detail, ability to follow and enforce Standard Operating Procedures (SOPs), and effective communication skills are critical to be successful in this role. This position is based at the Association Office – Business Resource Center and work with all YGSF branches.

Requirements

• 18+ years old
• High School diploma or equivalent. Associate’s degree preferred.
• 2+ years of administrative experience
• Strong math aptitude and attention to detail
• Ability to organize tasks and adapt quickly to changes in priorities.
• Strong verbal and written communication skills with excellent telephone etiquette
• Proficiency with MS Office applications: Excel, Word, Outlook and Teams
• CPR/First Aid Certification (can be completed upon hire)

Nice To Haves

• Bookkeeping experience
• Accounts Receivable and Collection experience
• Bilingual in Spanish or Chinese
• Experience with T-Rec, Salesforce

Responsibilities

• Process program registration related functions for preschool sites and assigned branches, including financial aid review and award, split billing for third party accounts, withdrawals, etc.
• Communicate with members and registrants to collect outstanding payments.
• Coordinate with preschool team to process year-round registrations, ensuring participants are enrolled with the correct grant funding, third party, and fee-based programs
• Organize and send enrollment related reports to branches
• Maintain and update member/participant payment records and documents.
• Communicate with members, program participants, and staff about receivables, outstanding documents and/or account information.
• Provide timely and accurate information in accordance with department policies and Standard Operating Procedures to resolve inquiries with membership, payments, and program registration.
• Research account transactions and discrepancies to resolve outstanding balances.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED