Acumen Fiscal Agent

Compensation

Full Description

Job Title: Client Services Agent Company Overview: Acumen Fiscal Agent has been a trusted leader in fiscal management services for over 30 years. We are dedicated to empowering disabled individuals, military veterans, and the elderly by providing innovative solutions that promote independence and improve quality of life. Our commitment to social impact drives everything we do. Role Overview: As a Client Services Agent, you will be the frontline ambassador for Acumen, providing exceptional support and guidance to our clients. Your role is crucial in ensuring clients receive the assistance they need to navigate our services effectively and confidently. 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 managing their fiscal services and benefits. - 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 educate clients about available resources and support programs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will participate in ongoing training to stay current with industry regulations and company offerings. What You Bring: - Minimum of 2 years experience in client services, customer support, or a related field. - Strong communication skills, both verbal and written, with the ability to explain complex information clearly. - Proficiency with CRM software and Microsoft Office Suite. - Empathy and patience when working with vulnerable populations. - Ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Experience working with disabled, elderly, or veteran populations. - Knowledge of fiscal management or social service programs. - Bilingual abilities, especially in Spanish. - Certification in customer service or related areas. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career growth. - We offer a supportive and inclusive work environment committed to diversity. - We offer flexible work schedules and remote work options. - We offer the chance to make a meaningful impact in the lives of our clients. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications to careers@acumenfiscalagent.com. We look forward to hearing from you!