Client Account Specialist

Client Account Specialist (CAS)

Associais currently looking for a Client Account Specialist (CAS) to join our team. The Client Accounting Specialist is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations.

Employment Type:

Full Time

Compensation: $24.00 - $27.00 per hour, depending on experience

Location:

6600 Hunter Drive, Rohnert Park, CA 94928

Associa offers a competitive benefits package to full‑time employees, including medical, dental, and vision insurance, 401(k), disability insurance, wellness and development initiatives, and more. We have been designated Great Place to Work for six consecutive years, and many of our locations are awarded as Best and Brightest.

• Assist with in-office tasks such as processing checks, sorting, coding, and filling out AR income form.
• Review and approve monthly financial statements for various clients, including Balance Sheet, Income Statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank Reconciliation, General Ledger, etc.
• Answer questions for Community Association Managers and Board Members regarding monthly financial statements.
• Manage transitions of new clients, including internal communication, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.
• Oversee and request AP & AR corrections, bank reconciliation, journal entries and account adjustments.
• Manage recurring charges, such as homeowner assessments, parking, and storage.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Attend in-person or virtual board meetings as needed.

• Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office.
• Experience in general ledger accounting.
• Ability to read, analyze, and interpret complex documents, and respond effectively to sensitive inquiries or complaints.
• Ability to make effective and persuasive presentations on controversial or complex topics to top management, public groups, and boards of directors.
• Experience in budget implementation.
• Understanding of AP and AR transaction processes.
• Willingness to grow and take on new projects as needed.
• Partner with multiple stakeholders, such as community managers, vendors, peers, and clients.
• Prioritization, time management, and meeting deadlines with accuracy and attention to detail.
• Interpret verbal and written instructions at a proficient level.
• Effective and professional communication via phone, email, and in-person.
• Operate general office equipment (copier, fax, phone systems, etc.).

We are an equal‑opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.