Client Account Specialist

Associa; Palm Desert (CA); On-site; USD 34,000 - 39,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Wellness programs

Job summary

Associa in Palm Desert, CA seeks a Client Account Specialist to join our centralized accounting team. The role supports client accounting services, including processing checks, reviewing monthly financials, and assisting CAMs and Boards.

Full-time position with comprehensive benefits and competitive hourly compensation. The Client Account Specialist will manage transitions for new clients, oversee AP/AR processes, and prepare statements such as Balance Sheets and Income Statements, while

Qualifications

• Knowledge of GAAP and Microsoft Office.
• Experienced in general ledger accounting.
• Ability to read, analyze, and interpret complex documents.
• Ability to respond effectively to sensitive inquiries or complaints.
• Experience in budgeting and understanding AP/AR processes.
• Willingness to take on new projects and collaborate with stakeholders.
• Ability to prioritize, manage time, and meet deadlines with accuracy.

Responsibilities

• Assist with in-office tasks like processing checks and AR income forms.
• Review and approve monthly financial statements (Balance Sheet, Income Statement, etc.).
• Answer CAMs and Board Members with questions on monthly statements.
• Manage client transitions: set up/close bank accounts, update signature cards, and budget entries.
• Oversee AP/AR corrections, bank reconciliation, journal entries, and account adjustments.
• Manage recurring charges (homeowner assessments, parking, storage).
• Define problems, collect data, establish facts, and draw valid conclusions.
• Attend in-person or virtual board meetings as needed.

Skills

GAAP knowledge

Microsoft Office

General ledger accounting

Financial statement analysis

Budgeting

Accounts payable

Accounts receivable

Communication skills

Time management

Job description

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Job Description

Associais currentlylooking for a Client Account Specialist (CAS)to join our team.The Client Accounting Specialist is an accounting support position in a fast-paced centralizedaccounting services environment providing financial services to community associations.

What do we offer?

Associa offers a competitive benefits package to our full-time employees including medical, dental, and vision insurance, 401k, disability insurance, and support with wellness and development initiatives and more. We have beendesignatedGreat Place to Work for six consecutiveyearsand many of our locations are awarded as Best and Brightest.

Employment Type: Full Time

Compensation: $25.00 - $28.00 per hour; depending on experience

Location: 42635 Melanie Place, Ste 103, Palm Desert, CA 92211

How will you make an impact?

• Assisting with in office tasks such as processing checks, by sorting, coding, and filling out ARincome form.
• Reviewing and approve monthly financial statements for various clients. Monthly reportsconsist of but not limited to, Balance Sheet, Income statement, Monthly Trends,Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger, etc.
• Answer questions for Community Association Managers (CAM’s) and Board Membersregarding monthly financial statements
• Manage transition in of new clients, including communicating internally about new clients,setting up bank accounts, closing bank accounts, processing new and updated signaturecards, and budget entry.
• Oversee and request AP & AR corrections, bank reconciliation, journal entries and accountadjustments.
• Manage recurring charges, such as homeowner assessments, parking, and storage.
• Define problems, collect data, establish facts, and draw valid conclusions
• Attend in person or virtual board meetings as needed

Requirements

• Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office
• Experienced in general ledger accounting
• Ability to read, analyze, and interpret the most complex documents. Ability to respondeffectively to the most sensitive inquiries or complaints.
• Ability to make effective and persuasive speeches and presentations on controversial orcomplex topics to top management, public groups, and or boards of directors.
• Experienced in budget implementation
• Understanding of AP transaction process
• Understanding of AR transaction process
• Willingness to grow and take on new projects as needed
• Partner with multiple stakeholders, for example community managers, vendors, peers,clients.
• Must be able to prioritize, manage time, and meet deadlines with accuracy and attention todetail
• Must be able to interpret verbal and/or written instructions at a proficient level.
• Must be able to communicate effectively and professionally on phone, email, and in-person.
• Must be able to operate general office equipment (copier, fax, phone systems, etc.).

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.