What are the responsibilities and job description for the Client Services Associate position at A.B.C.D., Inc?
The Climate Equity & Impact team is hiring! If you are a detail-oriented individual passionate about community development and possess the skills to excel in this role, we invite you to join our team at ABCD as a Client Services Associate. Come make a meaningful impact and be part of a legacy that shapes positive change in Greater Boston. Key Responsibilities Transfer new applications into the database. Connect clients and make referrals to appropriate agencies or programs. Maintain and update application records in the database. Run queries and generate reports as requested. Engage LEAN Single Family Website including : Live chat functions engagement with clients. Case study updates for website and public dissemination Lead origination, outreach, and outbound marketing calls. Monitor Google Analytics dashboard. Communicate with single-family and multifamily applicants and potential applicants : Field phone calls and inquiries. Notify new applicants when an application is received. Request more information as needed. Request affordability documentation. Notify applicants when approved / denied. Perform past service checks on new applications. Coordinate statewide outreach efforts in Lead Vendor capacity. Communicate with vendors and utilities as needed. Track client process through marketing lifecycle. Coordinate Cap engagement on follow-up and completion of client referrals. Review affordability / individual client income documentation. Take notes during meetings if requested. Maintain electronic and paper files. Coordinate with the Program Director on all of the above. Perform other related duties as assigned from time to time. Skills, Knowledge and Expertise A minimum of a Highschool Diploma / GED or equivalent and up to 12 months of work experience required. Experience in energy efficiency and / or multi-family low-income housing helpful Experience in grant program management and / or customer service a plus Experience with Microsoft Access and Excel or at least a high degree of comfort with databases and spreadsheets required Must have good communication skills by phone and email Flexibility, initiative, and ability to work in a team Ability to deal sensitively and effectively with individuals of diverse economic and cultural backgrounds Bilingual skills are preferred.