Client Support Specialist

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TrueML

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

TrueML is a leading company in the fintech sector, known for its innovative solutions that prioritize customer experience in the financial services industry. The company, along with its family of companies like TrueAccord, focuses on developing intelligent, digital-first communication platforms and products that revolutionize the consumer experience in financial health management. TrueML leverages the expertise of a dynamic team of data scientists, financial services experts, and customer experience specialists to create technology that addresses roadblocks to consumers' financial well-being, ensuring inclusivity and accessibility in financial systems. Founded in 2013 by Ohad Samet, TrueML continues to disrupt traditional financial services by making them more consumer-friendly and effective.

📋 Description

• Act as a primary point of contact for client inquiries via email and phone. • Manage daily intake processes, including running new business scrubs and executing strict data validation. • Handle precise file operations including retrieval, scanning, printing, and importing/exporting critical data. • Support front-line collection staff by handling settlement offers and relaying account instructions. • Prepare routine deliverables like status updates and audit reports. Maintain strict adherence to FDCPA and industry regulations. • Assist the Client Services Manager with ad-hoc internal projects, support onboarding of new clients, and assist with basic skip-tracing activities.

🎯 Requirements

• 1–3 years of administrative or client/customer service experience. • Experience in collections, fintech, or financial services is highly beneficial but not required. • Strong organizational habits, excellent verbal/written communication, and the ability to maintain consistency under pressure. • High proficiency with Microsoft Office or Google Workspace (especially spreadsheets). Familiarity with CRM tools is a major plus.

🏖️ Benefits

• Flexible vacation • Medical/dental/vision insurance • Traditional/Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account & Limited FSA • Family-friendly parental leave, volunteer and voting time off • On-demand wellness platform access for you and 5 friends and family • PerkSpot discount program for 900+ merchants nationwide