Client Services Coordinator

Reposted Yesterday
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Everett, WA, USA
Hybrid
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, ensures data integrity, assists with administrative tasks, and supports collections efforts.
Summary Generated by Built In
We are looking for a proactive Client Services Coordinator to serve as the operational backbone of our client-facing department. In this critical, hybrid remote role, you’ll ensure every account is handled with precision and every client interaction meets our high standards for compliance. Your ability to coordinate across teams will be the key to maintaining the seamless, high-quality experience our partners expect in this fast-paced environment. 

What You’ll Do:

  • Coordinate & Communicate: Act as a primary point of contact for client inquiries, ensuring all professional correspondence is handled with clarity and speed.

  • Data Integrity: Manage and audit client accounts with a high degree of accuracy.

  • Administrative Support: Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.

  • Workflow Management: Manage multiple tasks simultaneously, ensuring that deadlines are met and nothing falls through the cracks.

  • Empower Collections: Assist collections specialists with settlement offers and account notations.

Who You Are:

  • A Precision-Oriented Professional: You follow instructions precisely and take pride in the accuracy of your work.

  • A Skilled Communicator: Your writing is always professional, polished, and clear.

  • A Multitasking Pro: You stay calm under pressure and can pivot between tasks without losing your place or your focus.

  • Quick to Learn: You’re comfortable with computers and ready to learn new tools. Ideally, you’ve used Excel or Google Docs for school or a past job.

  • A Reliable Teammate: You understand that your role is critical to the team’s success and you show up ready to support the mission every day.

Qualifications

  • Experience: 1–3 years of administrative or client/customer service experience, preferably in collections, fintech, or financial services.

  • Skills: Excellent verbal/written communication and strong organizational habits.

  • Tech: Proficiency in standard office software and CRM tools.

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 with team members across the US, Canada, and several countries in LATAM (Mexico, Argentina, Dominican Republic, and Costa Rica). Our teams frequently digitally collaborate & socialize across borders.

Typical time on-site:
US
Argentina (Remote Hub)
Mexico (Remote Hub)
Dominican Republic (Remote Hub)
San Francisco, CA
Costa Rica (Remote Hub)
Learn more

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