Asset Living

Senior Client Services Specialist

Asset Living

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

Tech Stack

Unity

About the role

  • Manage end-to-end migration processes for multi-property portfolios, ensuring timelines, deliverables, and client expectations are met.
  • Serve as the point of contact for clients during migrations, facilitating communication, addressing concerns, and ensuring a high level of satisfaction.
  • Partner with internal teams (Operations, Marketing, Treasury, IT, Legal, Training, etc.) to align on requirements, remove roadblocks, and maintain visibility across all stakeholders.
  • Develop migration timelines, identify dependencies, and adjust strategies as needed to ensure a smooth transition.
  • Recommend and implement enhancements to migration processes, tools, and templates to drive efficiency and consistency across projects.
  • Serve as a resource and escalation point for Client Services Specialists (CSSs) assigned to individual tasks within a portfolio migration.
  • Maintain accurate migration trackers, status updates, and client-facing deliverables, ensuring they are updated in real time for visibility.
  • Anticipate and address potential challenges before they escalate, coordinating with appropriate departments for resolution.
  • Understand and manage unique portfolio requirements (e.g., client-specific Yardi instances, banking arrangements, MSAs, and third-party integrations).
  • Travel Requirement: This position does not require travel.

Requirements

  • Bachelor’s degree or equivalent experience required.
  • 4–6 years of experience in client services, property management, or transitions.
  • Experience leading large-scale, multi-property projects preferred.
  • Proven experience in client services, property transitions, or portfolio migrations, ideally within the multifamily or real estate industry.
  • Strong leadership skills with the ability to guide cross-functional teams without direct authority.
  • Exceptional organizational skills, with the ability to manage multiple properties and deadlines simultaneously.
  • Advanced problem-solving skills with a proactive approach to identifying and resolving challenges.
  • Excellent communication and interpersonal skills, capable of building trust with both clients and internal teams.
  • Proficiency in Microsoft Office Suite, SharePoint, Yardi, and CRM platforms.
  • Ability to work independently and collaboratively in a fast-paced environment.