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HOA Client Service Specialist - Careers at Robert Half

Robert Half

HOA Client Service Specialist - Careers at Robert Half

contractPosted: Feb 4, 2026

Job Description

About the HOA Client Service Specialist Role

Join Robert Half as a HOA Client Service Specialist in beautiful Carlsbad, California, and become a vital part of our team dedicated to exceptional client support in the HOA property management sector. This full-time position offers a dynamic opportunity to deliver high-quality banking and payment-related services, ensuring client satisfaction and retention in a fast-paced, deadline-driven environment. As a front-line hero, you'll handle account inquiries, transactions, research, and basic technical assistance, making a real impact on our clients' daily operations.

Robert Half is a leader in financial staffing and consulting, and this role supports our HOA Property Management clients by providing seamless banking solutions. If you thrive in customer-facing roles, have a passion for banking services, and enjoy resolving complex issues, this position in Carlsbad, CA, is perfect for you. With a competitive salary around $22/hour (approximately $45,000-$47,000 annually), you'll enjoy stability and growth in sunny Southern California.

Why This Role Stands Out

In Carlsbad, CA, known for its beaches, innovation hubs, and thriving business community, Robert Half offers more than just a job—it's a career launchpad. Work with cutting-edge HOA platforms, collaborate with top financial professionals, and contribute to client success stories that matter.

Key Responsibilities

As an HOA Client Service Specialist, your day will be filled with meaningful tasks that directly influence client loyalty and operational efficiency. Here's what you'll do:

  • Front-Line Client Support: Handle inbound phone calls from HOA Property Management clients, providing prompt and empathetic assistance.
  • Research and Inquiries: Conduct payment and depository research, deliver statements, and resolve account inquiries with precision.
  • Transaction Processing: Execute monetary transactions and account maintenance accurately, meeting tight deadlines.
  • Technical Assistance: Guide clients through website navigation and offer low-level support for proprietary HOA platforms.
  • Dispute Resolution: Address client disputes professionally, leveraging banking policies and sound judgment.
  • SLA Compliance: Adhere to service level agreements, prioritizing time-sensitive requests like fraud intake.
  • Knowledge Maintenance: Stay updated on banking products, services, and internal procedures to deliver top-tier advice.
  • Clear Communication: Interact professionally with clients and internal teams, fostering strong relationships.
  • Regulatory Adherence: Follow all policies, procedures, and regulations to ensure compliance and risk mitigation.

Required Qualifications

To excel as an HOA Client Service Specialist at Robert Half, bring these qualifications to the table:

  • High school diploma or equivalent; associate's degree in business, finance, or related field preferred.
  • 1-2 years of experience in customer service, preferably in banking, financial services, or HOA management.
  • Proven ability to manage high-volume inbound calls in a fast-paced setting.
  • Strong understanding of banking products, payments, deposits, and account management.
  • Technical savvy for basic troubleshooting, website navigation, and HOA software support.
  • Exceptional verbal and written communication skills with a client-focused mindset.
  • Detail-oriented with a track record of accuracy in transaction handling.
  • Ability to work under pressure, meet SLAs, and handle sensitive information confidentially.
  • Familiarity with fraud detection and regulatory compliance in financial services.

Robert Half values diversity and seeks candidates who are adaptable, proactive, and committed to excellence. No advanced degree required—just the right attitude and skills!

Why Join Us at Robert Half?

Choosing Robert Half means investing in your future. Located in Carlsbad, California, our office offers a supportive, collaborative atmosphere with modern amenities. Enjoy comprehensive benefits including health insurance, 401(k) matching, paid time off, and professional development programs tailored for career advancement.

Career Growth: Advance from Client Service Specialist to senior roles, management, or specialized banking positions. Robert Half's global network opens doors to opportunities across finance and tech.

Work-Life Balance: Flexible scheduling, wellness programs, and a vibrant location near Carlsbad's beaches and attractions make every day rewarding.

Impactful Work: Support HOA communities that manage thousands of properties, knowing your service enhances lives and businesses.

Apply today for this HOA Client Service Specialist role at Robert Half in Carlsbad, CA. SEO keywords: HOA banking jobs, client service specialist Carlsbad, Robert Half careers, property management support, financial customer service California. Join us and elevate your career! (Word count: 852)

Locations

  • Carlsbad, California, United States

Salary

Estimated Salary Rangehigh confidence

45,000 - 47,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Client Service Excellenceintermediate
  • Banking and Payment Supportintermediate
  • Inbound Phone Supportintermediate
  • Account Research and Inquiriesintermediate
  • Transaction Processingintermediate
  • Technical Support for HOA Platformsintermediate
  • Dispute Resolutionintermediate
  • SLA Managementintermediate
  • Fraud Intake Handlingintermediate
  • Regulatory Complianceintermediate

Required Qualifications

  • High school diploma or equivalent; associate's degree preferred (experience)
  • 1-2 years of customer service experience in banking or financial services (experience)
  • Strong knowledge of banking products, payments, and depository services (experience)
  • Excellent phone communication and interpersonal skills (experience)
  • Proficiency in Microsoft Office and basic technical troubleshooting (experience)
  • Ability to handle fast-paced, deadline-driven environments (experience)
  • Attention to detail and accuracy in transaction processing (experience)
  • Understanding of HOA property management needs (experience)
  • Commitment to confidentiality and regulatory compliance (experience)

Responsibilities

  • Provide front-line client support via inbound phone calls for HOA Property Management clients
  • Assist with payment and depository research, statements, and account inquiries
  • Process monetary transactions and account maintenance accurately and timely
  • Offer website navigation assistance and low-level technical support for proprietary HOA platforms
  • Resolve client disputes using sound judgment and knowledge of banking policies
  • Meet established service level agreements (SLAs) and manage time-sensitive requests, including fraud intake
  • Maintain strong knowledge of banking products, services, and internal procedures
  • Communicate clearly and professionally with clients and internal teams
  • Follow all applicable policies, procedures, and regulatory requirements

Benefits

  • general: Competitive salary with performance-based incentives
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) retirement savings plan with company match
  • general: Paid time off, holidays, and flexible scheduling
  • general: Professional development and training opportunities
  • general: Career growth potential within Robert Half
  • general: Employee assistance programs and wellness benefits
  • general: Modern office environment in vibrant Carlsbad, CA

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Robert Half CareersJobs in Carlsbad, CAHOA Client ServiceBanking Support JobsCustomer Service CarlsbadFinanceAccountingAdmin

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Robert Half logo

HOA Client Service Specialist - Careers at Robert Half

Robert Half

HOA Client Service Specialist - Careers at Robert Half

contractPosted: Feb 4, 2026

Job Description

About the HOA Client Service Specialist Role

Join Robert Half as a HOA Client Service Specialist in beautiful Carlsbad, California, and become a vital part of our team dedicated to exceptional client support in the HOA property management sector. This full-time position offers a dynamic opportunity to deliver high-quality banking and payment-related services, ensuring client satisfaction and retention in a fast-paced, deadline-driven environment. As a front-line hero, you'll handle account inquiries, transactions, research, and basic technical assistance, making a real impact on our clients' daily operations.

Robert Half is a leader in financial staffing and consulting, and this role supports our HOA Property Management clients by providing seamless banking solutions. If you thrive in customer-facing roles, have a passion for banking services, and enjoy resolving complex issues, this position in Carlsbad, CA, is perfect for you. With a competitive salary around $22/hour (approximately $45,000-$47,000 annually), you'll enjoy stability and growth in sunny Southern California.

Why This Role Stands Out

In Carlsbad, CA, known for its beaches, innovation hubs, and thriving business community, Robert Half offers more than just a job—it's a career launchpad. Work with cutting-edge HOA platforms, collaborate with top financial professionals, and contribute to client success stories that matter.

Key Responsibilities

As an HOA Client Service Specialist, your day will be filled with meaningful tasks that directly influence client loyalty and operational efficiency. Here's what you'll do:

  • Front-Line Client Support: Handle inbound phone calls from HOA Property Management clients, providing prompt and empathetic assistance.
  • Research and Inquiries: Conduct payment and depository research, deliver statements, and resolve account inquiries with precision.
  • Transaction Processing: Execute monetary transactions and account maintenance accurately, meeting tight deadlines.
  • Technical Assistance: Guide clients through website navigation and offer low-level support for proprietary HOA platforms.
  • Dispute Resolution: Address client disputes professionally, leveraging banking policies and sound judgment.
  • SLA Compliance: Adhere to service level agreements, prioritizing time-sensitive requests like fraud intake.
  • Knowledge Maintenance: Stay updated on banking products, services, and internal procedures to deliver top-tier advice.
  • Clear Communication: Interact professionally with clients and internal teams, fostering strong relationships.
  • Regulatory Adherence: Follow all policies, procedures, and regulations to ensure compliance and risk mitigation.

Required Qualifications

To excel as an HOA Client Service Specialist at Robert Half, bring these qualifications to the table:

  • High school diploma or equivalent; associate's degree in business, finance, or related field preferred.
  • 1-2 years of experience in customer service, preferably in banking, financial services, or HOA management.
  • Proven ability to manage high-volume inbound calls in a fast-paced setting.
  • Strong understanding of banking products, payments, deposits, and account management.
  • Technical savvy for basic troubleshooting, website navigation, and HOA software support.
  • Exceptional verbal and written communication skills with a client-focused mindset.
  • Detail-oriented with a track record of accuracy in transaction handling.
  • Ability to work under pressure, meet SLAs, and handle sensitive information confidentially.
  • Familiarity with fraud detection and regulatory compliance in financial services.

Robert Half values diversity and seeks candidates who are adaptable, proactive, and committed to excellence. No advanced degree required—just the right attitude and skills!

Why Join Us at Robert Half?

Choosing Robert Half means investing in your future. Located in Carlsbad, California, our office offers a supportive, collaborative atmosphere with modern amenities. Enjoy comprehensive benefits including health insurance, 401(k) matching, paid time off, and professional development programs tailored for career advancement.

Career Growth: Advance from Client Service Specialist to senior roles, management, or specialized banking positions. Robert Half's global network opens doors to opportunities across finance and tech.

Work-Life Balance: Flexible scheduling, wellness programs, and a vibrant location near Carlsbad's beaches and attractions make every day rewarding.

Impactful Work: Support HOA communities that manage thousands of properties, knowing your service enhances lives and businesses.

Apply today for this HOA Client Service Specialist role at Robert Half in Carlsbad, CA. SEO keywords: HOA banking jobs, client service specialist Carlsbad, Robert Half careers, property management support, financial customer service California. Join us and elevate your career! (Word count: 852)

Locations

  • Carlsbad, California, United States

Salary

Estimated Salary Rangehigh confidence

45,000 - 47,000 USD / yearly

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Client Service Excellenceintermediate
  • Banking and Payment Supportintermediate
  • Inbound Phone Supportintermediate
  • Account Research and Inquiriesintermediate
  • Transaction Processingintermediate
  • Technical Support for HOA Platformsintermediate
  • Dispute Resolutionintermediate
  • SLA Managementintermediate
  • Fraud Intake Handlingintermediate
  • Regulatory Complianceintermediate

Required Qualifications

  • High school diploma or equivalent; associate's degree preferred (experience)
  • 1-2 years of customer service experience in banking or financial services (experience)
  • Strong knowledge of banking products, payments, and depository services (experience)
  • Excellent phone communication and interpersonal skills (experience)
  • Proficiency in Microsoft Office and basic technical troubleshooting (experience)
  • Ability to handle fast-paced, deadline-driven environments (experience)
  • Attention to detail and accuracy in transaction processing (experience)
  • Understanding of HOA property management needs (experience)
  • Commitment to confidentiality and regulatory compliance (experience)

Responsibilities

  • Provide front-line client support via inbound phone calls for HOA Property Management clients
  • Assist with payment and depository research, statements, and account inquiries
  • Process monetary transactions and account maintenance accurately and timely
  • Offer website navigation assistance and low-level technical support for proprietary HOA platforms
  • Resolve client disputes using sound judgment and knowledge of banking policies
  • Meet established service level agreements (SLAs) and manage time-sensitive requests, including fraud intake
  • Maintain strong knowledge of banking products, services, and internal procedures
  • Communicate clearly and professionally with clients and internal teams
  • Follow all applicable policies, procedures, and regulatory requirements

Benefits

  • general: Competitive salary with performance-based incentives
  • general: Comprehensive health, dental, and vision insurance
  • general: 401(k) retirement savings plan with company match
  • general: Paid time off, holidays, and flexible scheduling
  • general: Professional development and training opportunities
  • general: Career growth potential within Robert Half
  • general: Employee assistance programs and wellness benefits
  • general: Modern office environment in vibrant Carlsbad, CA

Target Your Resume for "HOA Client Service Specialist - Careers at Robert Half" , Robert Half

Get personalized recommendations to optimize your resume specifically for HOA Client Service Specialist - Careers at Robert Half. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "HOA Client Service Specialist - Careers at Robert Half" , Robert Half

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Robert Half CareersJobs in Carlsbad, CAHOA Client ServiceBanking Support JobsCustomer Service CarlsbadFinanceAccountingAdmin

Answer 10 quick questions to check your fit for HOA Client Service Specialist - Careers at Robert Half @ Robert Half.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.