Client Support Specialist

About the Role

Day-to-day, the Client Support Specialist will be responsible for managing client accounts, coordinating with collections specialists, and providing administrative support to leadership. This will involve generating reports, managing documents, and ensuring compliance across multiple digital platforms. The ideal candidate will be detail-oriented, able to multitask, and possess excellent communication skills.

TrueML operates in a fast-paced environment, and the Client Support Specialist must be able to adapt quickly to changing priorities while maintaining a high level of accuracy and attention to detail. The company values teamwork and reliability, and the successful candidate will be someone who understands the importance of their role in supporting the team's mission.

What You Will Do

• Act as the primary point of contact for client inquiries, ensuring all professional correspondence is handled with clarity and speed.
• Manage and audit client accounts with a high degree of accuracy, ensuring data integrity and compliance.
• Assist leadership with report generation, document management, and ensuring compliance across multiple digital platforms.
• Manage multiple tasks simultaneously, ensuring that deadlines are met and nothing falls through the cracks.
• Coordinate with collections specialists to assist with settlement offers and account notations.
• Empower collections by providing accurate and timely information to support their activities.
• Develop and maintain a thorough understanding of client needs and preferences to improve service quality.
• Collaborate with internal teams to resolve client issues and improve overall client satisfaction.
• Stay up-to-date with company policies, procedures, and industry developments to maintain compliance and improve knowledge.
• Participate in training and professional development opportunities to enhance skills and performance.

What We Are Looking For

• 1-3 years of administrative or client service experience in collections, fintech, or financial services.
• Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
• Strong organizational habits, with the ability to prioritize tasks and manage multiple projects simultaneously.
• Proficiency in standard office software, including Excel and Google Sheets.
• Experience with CRM tools and digital platforms.
• A precision-oriented approach to work, with attention to detail and a commitment to accuracy.
• Ability to work in a fast-paced environment, adapting to changing priorities while maintaining performance.
• Strong analytical and problem-solving skills, with the ability to think critically and creatively.
• Commitment to teamwork and collaboration, with a willingness to support colleagues and contribute to the team's success.

Nice to Have

• Experience in a related field, such as customer service, operations, or finance.
• Familiarity with additional software or tools relevant to the role.
• Certification in a related field, such as collections or customer service.
• Bilingual or multilingual skills, with the ability to communicate effectively with clients from diverse backgrounds.

Benefits and Perks

• Competitive salary and benefits package.
• Opportunity to work with a dynamic and growing company.
• Collaborative and supportive team environment.
• Professional development and training opportunities.
• Flexible working arrangements, including remote work options.
• Access to the latest technology and tools.
• Recognition and reward for outstanding performance.
• Comprehensive health and wellness program.
• Generous paid time off and holiday schedule.

• When applying, make sure to highlight your proficiency in Excel and Google Sheets, as these skills are highly valued for this role.
• To stand out, prepare examples of times when you had to manage multiple tasks simultaneously and maintain accuracy in a fast-paced environment.
• Showcasing your ability to communicate effectively and professionally, both in writing and verbally, will be crucial in the application and interview process.
• Be prepared to discuss your experience with CRM tools and digital platforms, and how you have used these to improve client satisfaction or efficiency in previous roles.
• Consider creating a portfolio or examples of your work that demonstrate your attention to detail, analytical skills, and ability to work independently.
• During salary negotiations, be prepared to discuss your expectations based on industry standards and your research on similar positions.
• When evaluating the company and role, look for red flags such as high turnover rates, poor communication, or unrealistic expectations, and be prepared to ask questions about these during the interview process.