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Client Account Specialist

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Associa

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Location:
United States , Palm Desert

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

25.00 - 30.00 USD / Hour
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Job Description:

Associa is 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.

Job Responsibility:

  • Assisting with in office tasks such as processing checks, by sorting, coding, and filling out AR income form
  • Reviewing and approve monthly financial statements for various clients
  • Answer questions for Community Association Managers (CAM’s) and Board Members regarding monthly financial statements
  • Manage transition in of new clients, including communicating internally about new clients, 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

Requirements:

  • Knowledge of Generally Accepted Accounting Practices (GAAP) and Microsoft Office
  • Experienced in general ledger accounting
  • Ability to read, analyze, and interpret the most complex documents
  • Ability to respond effectively to the most sensitive inquiries or complaints
  • Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and or boards of directors
  • Experienced in budget implementation
  • Understanding of AP transaction process
  • Understanding of AR transaction process
  • Willingness to grow and take on new projects as needed
  • Partner with multiple stakeholders, for example community managers, vendors, peers, clients
  • Must be able to prioritize, manage time, and meet deadlines with accuracy and attention to detail
  • Must be able to interpret verbal and/or written instructions at a proficient level
  • Must be able to communicate effectively and professionally on phone, email, and in-person
  • Must be able to operate general office equipment (copier, fax, phone systems, etc.)
What we offer:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401k
  • Disability insurance
  • Support with wellness and development initiatives

Additional Information:

Job Posted:
April 23, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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