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TrueMLTR

Client Services Coordinator

TrueML Technologies focuses on creating technology solutions aimed at enhancing the customer experience within the financial services industry.

TrueML

Employee count: 51-200

United States only

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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

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

United States +/- 0 hours

About TrueML

Learn more about TrueML and their company culture.

View company profile

TrueML Technologies’ family of companies creates financial technology solutions that prioritize customer experience and revolutionize consumers’ experience seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.

There are many ways to measure success, but at TrueML Technologies we care about one specifically: How are we making financial services more customer-friendly and inclusive? Through our family of companies, we’re building solutions to address roadblocks to consumer’s financial health, and that impact is priceless. TrueAccord Corp is the trusted industry leader in third-party debt collection, leveraging data science and technology to deliver superior results and a best-in-class consumer experience. TrueML Products is a technology company developing AI-powered products for financial service companies and consumers seeking financial health. Our flagship SaaS product, Retain, uses patented machine learning to help businesses engage with customers at the right time, place, and channel.

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TrueML

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TrueML hiring Client Services Coordinator • Remote (Work from Home) | Himalayas