Senior Client Services Specialist

Asset Living is a third-party management firm with a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.

Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US. At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed. We empower each other to lead by example, collaborate, and evolve – inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voice is heard, every idea is valued, and every individual experiences opportunities to grow as our company grows. When you join Asset Living, you become part of a dynamic team that thrives on unity, unique talents, and a universal culture of winning.

Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in all that we do.

The Senior Client Services Specialist (Senior CSS) for Portfolio Migrations plays a key role in overseeing complex, multi-property transitions into and out of the Asset Living portfolio. This position requires a high level of autonomy, cross-departmental coordination, and client relationship management to ensure seamless onboarding, migration, and offboarding processes for large-scale portfolios. The Senior CSS serves as the primary point of contact for assigned migrations, guiding internal teams, ensuring adherence to timelines, and proactively identifying and resolving issues.

Essential Duties & Responsibilities

• Lead Complex Portfolio Migrations: Manage end-to-end migration processes for multi-property portfolios, ensuring timelines, deliverables, and client expectations are met.
• Primary Client Liaison: Serve as the point of contact for clients during migrations, facilitating communication, addressing concerns, and ensuring a high level of satisfaction.
• Cross-Functional Coordination: Partner with internal teams (Operations, Marketing, Treasury, IT, Legal, Training, etc.) to align on requirements, remove roadblocks, and maintain visibility across all stakeholders.
• Strategic Planning: Develop migration timelines, identify dependencies, and adjust strategies as needed to ensure a smooth transition.
• Process Improvement: Recommend and implement enhancements to migration processes, tools, and templates to drive efficiency and consistency across projects.
• Mentorship & Support: Serve as a resource and escalation point for Client Services Specialists (CSSs) assigned to individual tasks within a portfolio migration.
• Documentation & Reporting: Maintain accurate migration trackers, status updates, and client-facing deliverables, ensuring they are updated in real time for visibility.
• Issue Resolution: Anticipate and address potential challenges before they elevate, coordinating with appropriate departments for resolution.
• Portfolio Nuances: Understand and manage unique portfolio requirements (e.g., client-specific Yardi instances, banking arrangements, MSAs, and third-party integrations).
• Travel Requirement: This position does not require travel.

Education & Experience

• Bachelor’s degree or equivalent experience required.
• 4–6 years of experience in client services, property management, or transitions.
• Experience leading large-scale, multi-property projects preferred.
• Proven experience in client services, property transitions, or portfolio migrations, ideally within the multifamily or real estate industry.
• Strong leadership skills with the ability to guide cross-functional teams without direct authority.
• Exceptional organizational skills, with the ability to manage multiple properties and deadlines simultaneously.
• Advanced problem-solving skills with a proactive approach to identifying and resolving challenges.
• Excellent communication and interpersonal skills, capable of building trust with both clients and internal teams.
• Proficiency in Microsoft Office Suite , SharePoint, Yardi, and CRM platforms.
• Ability to work independently and collaboratively in a fast-paced environment.

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. This is a safety-sensitive position and may be subject to additional compliance requirements.

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