Client Onboarding Specialist

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TYPE OF WORK

Full Time

SALARY

$6 USD per hour

HOURS PER WEEK

40

DATE UPDATED

Apr 6, 2026

JOB OVERVIEW

KINDLY READ THE JOB DESCRIPTION & THE APPLICATION INSTRUCTIONS CAREFULLY.

The Onboarding Specialist is responsible for ensuring a smooth transition when a new association begins management services. Their tasks are front-loaded and focused on gathering, organizing, and setting up essential information for the Community Management Team for effective oversight. Onboarding responsibilities end once the setup tasks are completed, and the day-to-day management is fully transferred to the Property Manager (CAM) and Assistant Property Manager (ACAM).

Duties & Responsibilities:
- Data Collection: Gather association documents from the outgoing manager or board for onboarding.
- Vendor Coordination: Distribute vendor packets with billing updates, VIVE registration, and invoice procedures.
- Board Information: Compile board member contact details and provide regular transition updates.
- Community Welcome: Send welcome communications covering payments, contacts, and emergency procedures.
- Setup & Configuration: Initiate VIVE setup and notify the after-hours team. Set up utilities, insurance, and compliance registrations. Configure assessments, fees, and Condo Certs. Upload key documents to the system.
- File Management: Store all onboarding files in SharePoint under the appropriate folder.
- Billing Oversight (First 2 Months): Ensure accurate receipt and processing of vendor bills.
- Post-Transition: Coordinate reserve transfers and close-out tasks. Enter homeowner balances, review final financials, and arrange delivery of physical assets. Special Projects: Support additional projects as assigned.

Benefits: HMO and PTOs after 90 days.

Working conditions:
- Candidate must be able to work from 9 am to 5 pm EST.
- Comfortable working with Hubstaff.

If you have the experience, and if this opportunity interests you, here is how to apply:

1. Please check out website: ----------
2. Send an email attachment of your updated resume in PDF format (NO LINKS, please).
3. Send a link to of your video recording introducing yourself, an overview of your experience, and why are you looking for new opportunities.
3. Please indicate that you're comfortable with $6 USD per hour.
4. Kindly send your application to ---------- the subject line, kindly indicate the position Client Onboarding Specialist - your name.

*Applicants who will not follow instructions will be automatically rejected without notice.
* Shortlisted applicants will be contacted by email for interview scheduling.

Looking forward to working with you!

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