ABCD

Client Services Associate

Boston, MA, US

10 days ago
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Summary

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. Why Work Here

Make a Difference: Every day, your work directly impacts the lives of

thousands in the Greater Boston community, empowering them and making

positive, lasting change. Inclusive Environment: ABCD values the

diversity of its workforce, with an inclusive culture that respects

individuality and promotes collaboration. Continuous Learning: We offer

numerous training and development opportunities, ensuring our staff

remain at the forefront of community action methodologies and

strategies. Comprehensive Benefits: At ABCD, we take care of our own,

providing a competitive benefits package, including health coverage and

retirement plans. A Legacy of Impact: Join an organization that boasts a

legacy spanning over half a century, consistently championing the rights

and needs of our community\'s most vulnerable. Teamwork & Camaraderie:

Be a part of a passionate team, united in their mission to combat

poverty, and ensure every individual can reach their fullest potential.

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