Client Operations & Risk Specialist

Triumph Financial; Coppell (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

401k

Job summary

Triumph Financial in Coppell, TX is seeking a Client Operations Specialist to keep day-to-day operations running smoothly and deliver an exceptional client experience. You will support account reviews, documentation, funding activities, risk management, and client service while collaborating with clients, debtors, and internal teams.

This role suits detail-oriented, organized individuals who balance customer service with operational duties.

Qualifications

• Associate's or bachelor's degree preferred; four years of proven customer service experience may be considered in place of a degree.
• 1+ year of customer service experience in a fast-paced business environment preferred.
• Experience in factoring, freight, transportation, logistics, financial services, or a related industry is a plus.

Responsibilities

• Provide outstanding customer service to clients and internal partners through phone, email, and written communication.
• Review and verify new client aging to support account purchases and risk management processes.
• Review load documentation to ensure required information is complete, accurate, and properly maintained.
• Communicate with clients to obtain missing or incomplete documentation.
• Review open credits on client accounts and take appropriate action when needed.
• Reconcile and review funds for release on inactive client accounts.
• Partner with clients, debtors, teammates, and leadership to resolve questions and keep processes moving.
• Help maintain strong risk management and operational practices across client accounts.
• Protect confidential client and company information and handle sensitive information appropriately.
• Support a collaborative, customer-focused team environment.
• Take on additional responsibilities and projects as needed.

Skills

Customer service

Communication

Time management

Multitasking

Attention to detail

Team collaboration

Education

Associate's or Bachelor's degree preferred

Tools

MS Office

Google Workspace

Job description

Triumph Financial in Coppell, TX is seeking a Client Operations Specialist to keep day-to-day operations running smoothly and deliver an exceptional client experience. You will support account reviews, documentation, funding activities, risk management, and client service while collaborating with clients, debtors, and internal teams.

This role suits detail-oriented, organized individuals who balance customer service with operational duties.