Job Description

POSITION SUMMARY

The Core Management Company seeks a Client Services Coordinator to support various general administrative, finance, membership, and client service function for its clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

FINANCIAL ACCOUNTING AND REPORTING

• Provide accounting and clerical support to Accounting Department personnel
• Process accounts payable and accounts receivable transactions in financial software system as needed; accurate account coding and processing essential.
• File, document and maintain complete and accurate supporting information for financial transactions
• Ensure compliance with internal financial and accounting policies and procedures

CLIENT SUPPORT

• Serve as liaison and communication link with Association members, handling day-to-day membership issues including the management of member information – via phone, email correspondence, online, fax etc.
• Responsible for integrity of membership database for association clients.
• Assist in all membership and renewal activities, including new member, renewal, and potential member mailings.
• Assist in onboarding of new members for clients.
• Process renewals and new membership applications for association clients.
• Input in membership database all cash receipts – checks and credit cards.

EVENT SUPPORT      

• Help with registration set up in database platforms.
• Assist with preparing event materials, such as name badges, sign-in forms, signage, etc. as needed
• On-site support as needed such as registration or logistical services.
• Process event registrations.
• Submit educational programs for certification credits.

QUALIFICATIONS

EDUCATION

• Bachelor’s degree or equivalent experience preferred

KNOWLEDGE, SKILLS AND ABILITIES

• Strong problem-solving skills
• Exceptional attention to detail
• Knowledge of accounting software and bookkeeping principles helpful
• Knowledge of Microsoft Office and Outlook a must
• Prior Association experience a plus

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 WORKING CONDITIONS

• Generally, a standard office environment (currently, part-time remote work schedule is available after training period).
• Generally, works a standard work week
• May be required to work some overtime hours periodically.

COMPENSATION

• Salary commensurate with experience. Please be sure to include salary requirements in application.
• Employee benefits including medical, dental, vision, and 401K. Paid holidays and competitive paid time off.

Company Description

Non-Profits are great vehicles for advocacy, community, education and change. Management of these groups requires a profound understanding of their missions and first- hand knowledge of what it takes for an association to be effective. The Core Management Company is composed of non-profit professionals who are passionate about making a difference in the world by helping associations and other non-profits achieve their missions. Our business model includes focusing on developing a superior client experience, hiring the best people in the industry, investing in our team’s education and training, and maintaining a limited number of full-service association and non-profit clients. This allows us to service those clients we bring on at a very high level. We help our clients to capture big picture concepts in their development of a long-term strategy of growth and relevance, but understand the importance of detail-driven operational excellence in the day to day. Our end goal is to take non-profits to the next level of mission achievement. Our scope of work for association management clients includes executive leadership, board governance, strategic planning, membership development, member services, event and conference production and execution, external and internal communications (including social media), government affairs management, financial management, and administrative and operational support.