Client Service Specialist

Careers by Empowering Futures, Building Communities

Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation's leading nonprofit organization dedicated to strengthening communities through youth development, healthy living, and social responsibility, the YMCA of Greater San Francisco offers more than just a job-we offer a career with a future and the opportunity to make a lasting difference in your community. At the Y, you can uncover your passion and build a lifelong career addressing some of the nation's most pressing social issues.

Our Organizational Culture

At the YMCA of Greater San Francisco, we are committed to demonstrating values that aim to building strong communities where you can Be, Belong and Become. With Truth & Courage, we strive to understand and act on individual and societal truths. We ensure a safe and inclusive environment with Authenticity & Accessibility, allowing everyone to participate according to their needs. Our approach is Dependable & Creative, as we respond to community needs through strong partnerships. Above all, we embody Dignity & Empathy, treating everyone with respect and compassion, and recognizing the inherent dignity in all individuals.

Position Summary

The Client Service Specialist is responsible for registration processing, payment follow up, and related support for Preschools, Membership, and Out of School Time programs. By working with YGSF branch staff, members, and participants, the CSS will manage enrollments and receivables for all YGSF preschool sites and assigned branches. Attention to detail, ability to follow and enforce Standard Operating Procedures (SOPs), and effective communication skills are critical to be successful in this role. This position is based at the Association Office - Business Resource Center and work with all YGSF branches.

Job Responsibilities

Registrations and Receivables Support
• Process program registration related functions for preschool sites and assigned branches, including financial aid review and award, split billing for third party accounts, withdrawals, etc.
• Communicate with members and registrants to collect outstanding payments.
• Coordinate with preschool team to process year-round registrations, ensuring participants are enrolled with the correct grant funding, third party, and fee-based programs
• Organize and send enrollment related reports to branches
• Maintain and update member/participant payment records and documents.

Customer Service
• Communicate with members, program participants, and staff about receivables, outstanding documents and/or account information.
• Provide timely and accurate information in accordance with department policies and Standard Operating Procedures to resolve inquiries with membership, payments, and program registration.
• Research account transactions and discrepancies to resolve outstanding balances.

Qualifications
• 18+ years old
• High School diploma or equivalent. Associate's degree preferred.
• 2+ years of administrative experience
• Strong math aptitude and attention to detail
• Ability to organize tasks and adapt quickly to changes in priorities.
• Strong verbal and written communication skills with excellent telephone etiquette
• Proficiency with MS Office applications: Excel, Word, Outlook and Teams
• CPR/First Aid Certification (can be completed upon hire)

Preferred Qualifications
• Bookkeeping experience
• Accounts Receivable and Collection experience
• Bilingual in Spanish or Chinese
• Experience with T-Rec, Salesforce

Work Environment & Physical Demands
• You must have physical, visual, and auditory ability to perform the essential functions of the job with or without reasonable accommodation.
• This role requires working in an office setting, given the administrative nature of the responsibilities and direct interaction with various departments and subsidy agencies.
• All employees working with the YMCA are considered to have supervisory or disciplinary action relationships over minors. Fingerprints will be taken upon commencement of employment and will be submitted to the Association Office human resources department prior to beginning the first day of work.

Disclaimers
• Must successfully complete a background screening, including criminal and employment verification. Some positions may also require a credit check.
• All duties and responsibilities are essential job functions, subject to reasonable accommodation. The YMCA of Greater San Francisco promotes an equal employment opportunity workplace, which includes reasonable accommodation for otherwise qualified disabled applicants and employees. Please contact your manager if you have any questions about this policy or these job duties.
• This job description may not be all-inclusive, and employees are expected to perform other duties as assigned by management. Job descriptions and duties may be modified by management as needed.
• Job offers are conditional and contingent upon background clearance. Pursuant to the San Francisco Fair Chance Ordinance and CA Fair Chance Act, we will consider qualified applicants with arrest and conviction records for employment.

Salary Description

Client Service Specialist position offers a Salary of $24-$26/hr. Based on experience, qualifications, and alignment with salary benchmarks for similar roles.

Qualifications
• 18+ years old
• High School diploma or equivalent. Associate's degree preferred.
• 2+ years of administrative experience
• Strong math aptitude and attention to detail
• Ability to organize tasks and adapt quickly to changes in priorities.
• Strong verbal and written communication skills with excellent telephone etiquette
• Proficiency with MS Office applications: Excel, Word, Outlook and Teams
• CPR/First Aid Certification (can be completed upon hire)

Preferred Qualifications
• Bookkeeping experience
• Accounts Receivable and Collection experience
• Bilingual in Spanish or Chinese
• Experience with T-Rec, Salesforce

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