Director of Client Services Portfolio

Overview

Oversee portfolio locations, manage association managers, and ensure client service excellence.

Key Responsibilities

• strategic planning
• portfolio assessment
• client relations
• team supervision
• account management
• onboarding

Tasks

-Provide strategic input in planning and operational assessments. -Collaborate with the VP of Client Services to evaluate portfolio performance, identify areas for improvement, and suggest solutions. -Conduct site visits and attend Board of Director meetings, offering guidance and fostering client relationships. -Supervise and mentor a team of Association Managers, ensuring alignment with CMA’s policies and service standards. -Monitor account objectives and recommend contract adjustments based on workload or performance. -Hire, train, evaluate, and coach direct reports, promoting career development and accountability. -Support and assist with the daily operations of portfolio accounts and ensure efficient workload management. -Support the onboarding of new accounts and assist in the development of proposals for new business.

Requirements

• communication
• leadership
• financial management
• bachelor's
• 5 years
• supervisory

What You Bring

-Excellent communication, organizational, and analytical abilities. -Proven leadership, coaching, and mentoring skills with a results-driven mindset. -Strong knowledge of the industry, financial management, and client relationship building. -Bachelor's degree and 5 years of related experience, including 2 years in a supervisory role.

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About Rti/Community Management Associates, Inc. "Cma"

-Supports master-planned, mixed-use, and homeowners' associations with full-service community management. -Guides developers and boards through financial projections, build-out budgets, document review, and long-range planning. -Manages townhomes, residential tracts, mixed-use, and retail community projects throughout Texas. -Engages in operational procedure development, architectural guideline consultation, and financial oversight.

Sector Specialisms