Client Services Coordinator

Posted Yesterday
Hiring Remotely in Everett, WA
In-Office or Remote
Junior
Fintech • Machine Learning • Payments • Social Impact • Software • Financial Services
TrueML is a fintech company building software to create positive experiences for consumers seeking financial health.
The Role
The Client Services Coordinator manages client communications, oversees intake processes, supports collection staff, and ensures compliance with regulatory requirements in a fast-paced environment.
Summary Generated by Built In
We’re seeking a proactive, detail-oriented Client Services Specialist to provide high-quality administrative support across client-facing operations. This non-exempt role is critical for smooth client experiences, regulatory compliance, and efficient cross-team coordination in a fast-paced services-oriented environment.

Qualifications
1–3 years of administrative or client service experience
Excellent written and verbal communication skills
Strong attention to detail and ability to follow instructions precisely
Ability to manage multiple tasks and maintain consistency under pressure
Proficiency with Microsoft Office or Google Workspace; familiarity with CRM tools a plus
Experience in collections or financial services is beneficial but not required

What you'll do:

  • Manage inbound/outbound calls and emails, including scheduling or joining client conference calls.
  • Capture and relay account instructions, updates, and special handling requests accurately.
  • Oversee daily intake processes, including new business scrubs and data validation.
  • Handle file operations: retrieval, scanning, printing, faxing, and importing/exporting.
  • Assist with skip tracing activities and follow standard operating procedures.
  • Support Collection Staff by handling settlement offers and account notations.
  • Update CRM and internal systems with precise client and case details.
  • Prepare routine deliverables (status updates, audit reports, client deliverables).
  • Follow both written and verbal directions to support cross-department efforts.
  • Maintain compliance with FDCPA and other applicable regulatory requirements.
  • Participate in training and knowledge-sharing on new processes and systems.
  • Assist Client Services Manager with ad-hoc tasks and internal initiatives.
  • Support onboarding of new clients and roll-out of related operational projects.
  • Communicating with Clients via email and phone.
  • Assisting Collection Staff with settlement offers.

Who you are:

  • 1–3 years of administrative or client service experience
  • Excellent written and verbal communication skills
  • Strong attention to detail and ability to follow instructions precisely
  • Ability to manage multiple tasks and maintain consistency under pressure
  • Proficiency with Microsoft Office or Google Workspace; familiarity with CRM tools a plus
  • Experience in collections or financial services is beneficial but not required

Top Skills

Crm Tools
Google Workspace
MS Office

What the Team is Saying

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The Company
450 Employees
Year Founded: 2013

What We Do

TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system.

After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.

Why Work With Us

Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.

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TrueML Offices

Remote Workspace

Employees work remotely.

TrueML is excited to be a remote-first company and expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM.

Typical time on-site: None
US
Argentina (Remote Hub)
Mexico (Remote Hub)
Dominican Republic (Remote Hub)
San Francisco, CA
Costa Rica (Remote Hub)
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