What are the responsibilities and job description for the Client Services Coordinator position at TrueML?
We are looking for a proactive Client Services Specialist 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.
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Coordinate & Communicate: Act as a primary point of contact for client inquiries, ensuring all professional correspondence is handled with clarity and speed.
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Data Integrity: Manage and audit client accounts with a high degree of accuracy.
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Administrative Support: Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.
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Workflow Management: Manage multiple tasks simultaneously, ensuring that deadlines are met and nothing falls through the cracks.
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Empower Collections: Assist collections specialists with settlement offers and account notations.
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A Precision-Oriented Professional: You follow instructions precisely and take pride in the accuracy of your work.
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A Skilled Communicator: Your writing is always professional, polished, and clear.
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A Multitasking Pro: You stay calm under pressure and can pivot between tasks without losing your place or your focus.
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Tech-Savvy: You’re proficient in Microsoft Office or Google Workspace and CRM tools.
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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.
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Experience: 1–3 years of administrative or client service experience, ideally in collections, fintech, or financial services.
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Skills: Excellent verbal/written communication and strong organizational habits.
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Tech: Proficiency in standard office software (Excel/Google Sheets is a must) and CRM tools.
Salary : $21