Client Relations Director - Financial Services

Responsible for strategic oversight of Financial Services Client Relations Team. Perform functions to serve as a liaison and build relationships between Client Accounting, associations’ Board of Directors and Property Management, guided by precedent and working within the limits of established policy.

 

Essential Duties & Responsibilities

 

• Develop, build and maintain relationships with Associations’ Board of Directors (BODs) and ensure needs of clients are met. Collaborate with Operations Management and BODs to ensure accounting related questions are addressed and communicated through proper channels.
• Lead and develop a client relations support team to provide ad-hoc reporting, financial analytics and ensure client services deliverables are completed in a timely and accurate manner.
• Oversee activities relating to new startups. Collaborate with Start Up department, Board of Directors and additional key parties to ensure all required information is obtained.
• Conduct training to the Property and Operations Management team on matters relating to financial statement reviews, invoice processing, budget preparation and budget tool, lockbox processes and set-ups, etc.
• Attend to a wide variety of meetings and workshops. Play an active role in presenting information and leading discussions around process improvement and error resolution.
• Proactively reviews balance sheet accounts for timely resolution of outstanding items and drives necessary accountability.
• Prepare and review financial statements; create ad-hoc reporting as necessary to meet client demand
• Perform financial statement reviews with Association BODs.
• Work with developers on association turnovers and ensure laws and regulations are followed and finances are transferred appropriately.
• Work with Regional Management, Executives and BODs on client accounting related issues. Identify possible issues, inconsistencies and suggest appropriate corrective strategies and procedures.
• Coordinate with and assist the appropriate client accounting department with any related issues as requested by Operations or BODs.
• Maintain awareness of changes in rules, statutes or regulations and communicate changes to proper parties.
• Assist Upper Management with related projects, presentations, reports or assignments as requested.

 

Additional Duties & Responsibilities

 

• Conduct business at all times with the highest standards of personal, professional and ethical conduct.
• Perform or assist with any operations as required to maintain workflow and to meet schedules. Notify supervision of unusual equipment or operating problems and the need for additional material and supplies.
• May participate in any variety of meetings and work groups to integrate activities, communicate issues, obtain approvals, resolve problems and maintain specified level of knowledge pertaining to new developments, requirements, policies, and regulatory guidelines.
• Ensure all safety precautions are followed while performing the work.
• Follow all policies and Standard Operating Procedures as instructed by Management.
• Perform any range of special projects, tasks and other related duties as assigned.

 

Supervisory Responsibility

 

Supervise a team of direct reports.

 

Education & Experience

 

Bachelor’s Degree in Accounting/Business or related field from an accredited college or university, and five to seven years of related experience; or equivalent combination of education and industry experience. Three or more years managing and developing a team. Property Management experience preferred.

 

Knowledge, Skills & Proficiencies

 

• Excellent organization, motivation, leadership, management and interpersonal skills
• Strong working knowledge of customer service principles and practices
• Critical thinking, complex problem solving, judgment and decision making ability
• Must be able to obtain and maintain a thorough understanding of financial reporting
• Strong verbal and written communication skills
• Must have a strong work ethic and be detail-oriented with excellent organizational and multitasking skills
• Must have strong proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Power Point and Outlook. Proficiency researching the Internet
• Strong presentation skills
• Ability to work with sensitive or confidential information
• Ability to meet short deadlines and work well under pressure
• Ability to work well in a team environment as well as independently. Must be self-driven with the ability to identify, plan and prioritize business opportunities.

 

Tools & Equipment Used

 

Computer and peripherals, standard and customized software applications and tools, and usual office equipment.

 

Physical Requirements/Working Environment

 

This position works under usual office conditions. The employee is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit and walk. The incumbent must be able to work extended and flexible hours and weekends as needed. Physical demands include ability to lift up to 30 lbs.

 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Travel

 

Work may involve frequent traveling/driving to properties and/or client sites.

 

Disclaimer

 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.