Client Services Coordinator

Reposted 6 Days Ago
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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
Why Sentry Credit?

After 30 years in the debt resolutions space, Sentry Credit began our most exciting chapter yet by joining the TrueML family in 2025. Now, our story continues as we expand our team beyond Everett, WA and into Lenexa, KS; where we can partner more closely with TrueAccord as we revolutionize the debt resolution industry.


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.

Perks & Benefits

  • Flexible vacation

  • Medical/dental/vision insurance

  • Traditional/Roth retirement savings options

  • Company-paid disability and life insurance

  • Flexible Spending Account & Limited FSA

  • Family-friendly parental leave, volunteer and voting time off

  • On-demand wellness platform access for you and 5 friends and family

  • PerkSpot discount program for 900+ merchants nationwide

Onsite Work & Physical Requirements

This is an onsite position based in our local office and regular,  in-person attendance is an essential function of the role. The position requires collaboration, participation in in-person meetings, access to office resources, and partnership with cross-functional teams.
This role is primarily performed in a professional office environment and involves computer-based work, including extended periods working at a computer, using standard office technology, and communicating through verbal, written, and digital channels. The role may require moving throughout the office and occasionally lifting or moving office materials up to <10 pounds. Reasonable accommodations may be made to enable qualified individuals to perform the essential functions of the role.
Such roles may require occasional flexibility outside of standard business hours to support business needs, cross-time-zone collaboration, or key meetings. Occasional local and/or international travel may also be required.


Personally Identifying Information 

We collect personal information for employment purposes. We do not sell personal information. Most of the information we have is provided to us by you and/or collected as part of the employment process. For more details on how we use, share, and delete personal information see our Privacy Policy.


Dedication to Diversity & Inclusion 

We are  an equal opportunity employer. We promote, value, and thrive with a diverse and inclusive team. Different perspectives contribute to better solutions and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected characteristics.

Skills Required

  • 1-3 years of administrative or client service experience
  • Proficiency in Microsoft Office or Google Workspace
  • Strong verbal/written communication skills
  • Strong organizational skills
  • Proficiency in CRM tools

What the Team is Saying

Candace
Isaac
Christina
Emilia
Noelle
Nadav

TrueML Compensation & Benefits Highlights

  • Healthcare Strength Multiple medical plan options, including HSA-compatible choices, are paired with employer-paid life/AD&D and short- and long-term disability, plus a 24/7 EAP. This combination signals robust health and income-protection coverage.
  • Leave & Time Off Breadth Generous or unlimited PTO is described alongside paid holidays and volunteer days. Such breadth in time off supports flexibility for rest and community engagement.
  • Wellbeing & Lifestyle Benefits Access to the Wellness Coach app, PerkSpot discounts, travel assistance, and peer recognition with redeemable rewards expands everyday support beyond core insurance. These programs add tangible lifestyle value for employees and families.

TrueML Insights

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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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