Client Services Coordinator
Trueml
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.
Tech-Savvy: You’re proficient in Microsoft Office or Google Workspace and CRM tools.
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 service experience, ideally in collections, fintech, or financial services.
Skills: Excellent verbal/written communication and strong organizational habits.
Tech: Proficiency in standard office software (Excel/Google Sheets is a must) and CRM tools.
21 - 21 USD