Client Services Associate

Department: Climate Equity and Impact

Employment Type: Permanent - Full Time

Location: Downtown Boston - Tremont Street

Description

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 highly 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.