Client associate Jobs in Davie, FL

Client Engagement Manager

We're looking for a Client Engagement Manager who thrives on accuracy, ownership, and serving clients well. This role sits within our Operations team and reports to the AP Leader. You'll serve as the primary point of contact for board members, property managers and community stakeholders ensuring the financial services such as monthly statements, budgeting, assessments and vendor payments are delivered accurately and on time. This isn't a "just process the paperwork" job. You're the person who makes sure the associations pay their bills on time, vendors stay happy, deposits are posted, financials are completed, and nothing slips through the cracks. You'll work in Vantaca (our property management platform) and be responsible for your clients' financial health.

What Success Looks Like You'll have clear, measurable targets including financials processed within SLA, vendor payments processed, and response times to vendors and property managers. We use weekly scorecards to track what mattersno ambiguity about whether you're winning.

• Serve as the primary liaison for a portfolio of clients, maintaining strong, long-term relationships.
• Coordinate delivery of accounting, bookkeeping, payroll, and advisory services.
• Gather client financial information and ensure accurate and timely documentation is provided to relevant teams.
• Monitor project timelines and deliverables, ensuring deadlines for monthly closes, tax filings, and financial reports are met.
• Identify opportunities to improve client processes, offer value-added services, and support clients' business goals.
• Lead the onboarding of new clients, including setup, expectations, and communication plans.
• Resolve client inquiries and escalate complex technical matters to senior accountants when needed.
• Collaborate with accountants, accounts receivable, accounts payable and leadership to ensure high-quality service delivery.
• Track service performance metrics and contribute to continuous improvement initiatives.

Who Thrives Here: The right person for this seat lives our CHAPI values: Client Focus You see every task through the lens of "how does this serve the client?" When a board member has a question, you find the answer. When something's off, you flag it. Hustle You take extreme ownership of your work. If an issue arises, you don't wait for someone to notice you address it. You manage your workload proactively. Adaptability Processes evolve. Systems change. Clients have different needs. You approach change as an opportunity, not an obstacle. Positivity You don't drag others down. When things get busy (and they will), you stay steady. You're someone people want to work with. Integrity You do the right thing even when no one's watching. You're accurate because it matters, not because someone's checking.

• Experience in client service, account management, or customer success (preferably within accounting, finance, or professional services).
• Strong communication and interpersonal skills.
• Ability to manage multiple clients and priorities simultaneously.
• Highly organized, detail-oriented, and deadline-driven.
• Proficient in MS Office (Excel, Outlook): experience with Vantaca or similar property management software a plus.
• Ability to guide non-financial stakeholders (board members, property managers) through software for latest status or next step
• Comfort working with metrics and KPIs to track client satisfaction and service delivery performance.
• Manage client expectations during high-volume periods (budget season, year-end) through proactive communication and status updates.

Compensation & Benefits Starting at $60,000+/year (based on experience) Benefits include: 401(k) with matching, health/dental/vision insurance, life insurance, paid time off, and paid sick time.