The Client Services Coordinator manages client communications, oversees intake processes, supports collection staff, and ensures compliance with regulatory requirements in a fast-paced environment.
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
Top Skills
Crm Tools
Google Workspace
MS Office
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