Client Relations Specialist

Job Overview:

The Client Relations Specialist is responsible for their portfolio of condominiums and/or cooperatives in New York City. This position will require you to meet deadlines in the appropriate assigned projects. The ideal candidate must demonstrate organizational and multitasking skills and have strong financial acumen and ability to understand financial statements.

This position requires a meeting with board members and clients to discuss the financial status of their properties.

Your Responsibilities:

• Responding to clients' questions and providing helpful feedback and suggestions within Financial Management area.
• Participate in and lead Client meetings.
• Review and reporting of Capital Expenditure schedules to ensure that Boards have a clear picture of CapEx projects and their financing situation.
• Oversee year end audit process by working closely with audit firms and Financial Reporting team.
• Collaborate with vendors and contractors to collect accurate payment data and prepare timely.
• Form 1099-MISC filings, ensuring compliance with IRS regulations and accurate tax reporting.
• Liaise with mortgage servicers and property owners to accurately gather mortgage interest payment information and prepare Form 1098 filings, facilitating precise reporting for mortgage interest deductions.
• Perform special projects and other duties as assigned.

Qualifications & Skills:

• Bachelor's degree in accounting or finance from a four-year college or university, CPA certification, or related work experience is preferred.
• 3 - 5 years of experience in the property management industry or real estate fields, with client-related experience is preferred.
• Demonstrated commitment to delivering excellent client experiences and maintaining high client satisfaction levels.
• Knowledge of assets, cash balance, and availability of funds for projects and cash flow management for capital improvements.
• Excellent organization, motivation, leadership, management, and interpersonal skills.
• Critical thinking, complex problem solving, judgement and decision-making ability.
• Strong verbal, presentation, and written communication skills. Ability to communicate and provide guidance to all employee and client levels.
• Must have previous experience in directly supervising one or more associates.
• Must have strong proficiency in Windows and Microsoft Office, including but not limited to Word, Excel, Power Point and Outlook. Proficiency researching the internet.
• Previous experience with financial and accounting programs such as Yardi, MDS or other property management accounting software is a plus.
• Must be able to keep up in a fast-paced, ever-changing environment while maintaining a cool, calm, and collected attitude.
• Ability to work well in a team environment as well as independently. Must be self-driven with the ability to identify, plan and prioritize projects and assignments and be able to hit important deadlines.

What We Offer:

As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, and vision. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions

Compensation:

$105000 - $115000 / year