Client Integration Coordinator

The Client Integration Coordinator is responsible for executing and facilitating the collection and loading of new HOA account information into Associa's systems under the supervision of the Client Integration Team Lead. This is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations throughout North America. Candidates for this position must meet Associa's credit requirements.

Duties include but are not limited to:

• Responsible for coordinating the collection of new association (HOA) information from Branches and accurately entering it into all Associa systems (C3, Strongroom, and other relevant computer systems and portals) used by the CSSC.
• Support the set up with the home office, and use of Axapta as the HOA is "transitioned-in."
• Accurately input and set up all relevant information from the previous management company (i.e., owner information) including charge type, tracked items, item type, vendors, budget and financials, and other community master data, as needed.
• Initial set up of association unit types
• Maintain customer information changes.
• Scan and categorize documentation into a scanning system, ensuring Branch Access storage for both CSSC and Branch use.
• Provide feedback to Branch personnel on the progress of the "transition-in."
• Follow-up and pursue tasks pending from other CSSC departments or Branch personnel.
• Responsible for ensuring items are completed timely by the CSSC and executed accurately.
• Responsible for meetings with branches if problems arise or additional assistance is necessary to complete a task.
• Other duties as assigned.

Education and Experience

• High School diploma or GED required
• 3 to 5 years directly related and progressively responsible experience.
• Some training in fields such as business administration, accountancy, sales, marketing, computer sciences, or similar vocations preferred.

Knowledge and Skills

• Ability to accurately interpret contract data
• Possesses strong interpersonal skills with professional communication skills
• Strong organizational skills; attention to detail
• Project coordination experience (desired)
• Evaluate, analyze, prioritize, and categorize data in various forms and formats.
• Skilled in the maintenance and control of data collection and record-keeping systems.
• Proficient and knowledgeable of Microsoft Office products (Word, Excel, Outlook, etc.).
• Self-motivated, proactive, detail-oriented, and a team player.
• Time management and time-critical prioritization skills.
• Familiarity with ERP Accounting packages (Desired).