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Acumen Fiscal Agent

via Lensa

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Bilingual Client Services Agent

Anywhere
full-time
Posted 9/8/2025
Key Skills:
Bilingual communication (English and Spanish)
Client services
CRM software proficiency
Problem-solving
Microsoft Office Suite
Confidentiality

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide bilingual client support, manage inquiries, maintain records, collaborate with teams, and contribute to service improvements.

Requirements

At least 2 years of client service experience, bilingual fluency in English and Spanish, CRM and Microsoft Office skills, and strong problem-solving abilities.

Full Description

Job Title: Bilingual Client Services Agent Company Overview: Acumen Fiscal Agent is a mission-driven organization dedicated to empowering disabled individuals, military veterans, and the elderly to live more independent and fulfilling lives. With over 30 years of experience, Acumen combines innovative solutions with compassionate service to make a meaningful impact in the communities we serve. Role Overview: As a Bilingual Client Services Agent, you will be the vital link between Acumen and our diverse client base. Your role is to provide exceptional support and guidance, ensuring clients receive the assistance they need in a clear and empathetic manner. This position requires strong communication skills in both English and Spanish to effectively serve our bilingual community. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and other communication channels. - You will assist clients in understanding and navigating our services, ensuring they feel supported and informed. - You will maintain accurate client records and documentation in compliance with company policies. - You will collaborate with internal teams to resolve client issues and improve service delivery. - You will provide bilingual support, translating and interpreting information as needed. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will participate in ongoing training to stay current with company policies and industry best practices. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Fluency in both English and Spanish, with excellent verbal and written communication skills. - Strong problem-solving abilities and a client-focused mindset. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with confidentiality and professionalism. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare-related industries. - Additional language skills beyond English and Spanish. - Certification in customer service or related fields. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development within a supportive team environment. - We offer flexible work schedules and remote work options to promote work-life balance. - We offer a mission-driven workplace where your contributions make a real difference. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? To join our dedicated team at Acumen Fiscal Agent, please submit your resume and a cover letter highlighting your bilingual skills and client service experience to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!

This job posting was last updated on 9/8/2025

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