Customer Service Specialist - Operations

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

Join Triumph!

At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That's why we're looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.

Role Summary

As an Client Operations Specialist, you'll play an important role in keeping day-to-day operations running smoothly while delivering an exceptional experience for our clients. You'll support account reviews, documentation, funding activities, risk management, and client service while working closely with clients, debtors, and internal teams. This is a great opportunity for someone who is detail-oriented, organized, and enjoys balancing customer service with operational responsibilities.

Day in the Life

No two days are exactly alike. You'll spend your day working with clients and internal teams to review accounts, verify documentation, support funding activities, and resolve questions or issues along the way. You'll use your attention to detail and problem-solving skills to help ensure information is accurate, processes are followed, and clients receive responsive, professional service. You'll also be part of a collaborative team where communication and supporting one another are key to getting the job done well.

What You'll Be Doing

• 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.

What Makes You a Great Fit

• Associate's or bachelor's degree preferred; four years of proven customer service experience may be considered in place of a degree.
• At least one 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.
• Strong customer service skills and the ability to build positive relationships.
• Comfortable using Microsoft Office and Google Workspace.
• Highly organized with strong time management and multitasking skills.
• Strong attention to detail and a commitment to accuracy.
• Able to manage multiple priorities and meet deadlines without sacrificing quality.
• Clear and professional verbal, written, and interpersonal communication skills.
• Strong problem-solving skills and professional telephone etiquette.
• Able to follow instructions, work independently, and contribute effectively as part of a team.
• Comfortable handling confidential and sensitive information with discretion.

• We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.