Director of Client Services Portfolio

Rti Community Management Associates•Plano, TX

4d•Onsite

About The Position

The Director of Client Services Portfolio, under the direction of the Vice President of Client Services, supervises a physical location and manages up to seven Association Managers. The role ensures that CMA’s service standards, mission, and values are upheld while driving operational excellence, team development, and client satisfaction.

Requirements

Bachelor's degree and 5 years of related experience
2 years of experience in a supervisory role
Strong knowledge of the industry
Strong knowledge of financial management
Strong knowledge of client relationship building
Proven leadership skills
Proven coaching skills
Proven mentoring skills
Results-driven mindset
Excellent communication abilities
Excellent organizational abilities
Excellent analytical abilities

Responsibilities

Supervise and mentor a team of Association Managers, ensuring alignment with CMA’s policies and service standards.
Hire, train, evaluate, and coach direct reports, promoting career development and accountability.
Support and assist with the daily operations of portfolio accounts and ensure efficient workload management.
Collaborate with the VP of Client Services to evaluate portfolio performance, identify areas for improvement, and suggest solutions.
Conduct site visits and attend Board of Director meetings, offering guidance and fostering client relationships.
Monitor account objectives and recommend contract adjustments based on workload or performance.
Support the onboarding of new accounts and assist in the development of proposals for new business.
Provide strategic input in planning and operational assessments.