Client Services Coordinator

TrueMLEverett, WA
13d$19 - $21

About The Position

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.

Requirements

  • 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

Nice To Haves

  • Experience in collections or financial services is beneficial but not required

Responsibilities

  • 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.
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