Client Transition Specialist

KW Property Management Careers•Miami, FL

1d•Onsite

About The Position

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.

Requirements

Must have at least 1 years of experience working in transition or onsite property management
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

Nice To Haves

Preferred 2-3 years of experience

Responsibilities

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.