Acumen Fiscal Agent

Compensation

Full Description

Job Title: 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 has established itself as a trusted partner in providing fiscal management services that make a real difference in the community. Role Overview: As a Client Services Agent, you will be the frontline representative of 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, fostering trust and satisfaction. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and in-person. - 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 experience and provide feedback to management. - You will participate in training sessions to stay updated on policies and procedures. - You will uphold Acumen’s mission by delivering compassionate and respectful service. What You Bring: - Minimum of 2 years experience in client services, customer support, or related fields. - Strong communication skills, both verbal and written. - Ability to handle sensitive information with confidentiality and professionalism. - Proficiency in using CRM software and Microsoft Office Suite. - Excellent problem-solving skills and attention to detail. - Empathy and patience when working with diverse client populations. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal management or social service programs. - Bilingual abilities, especially in Spanish or other commonly spoken languages. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive benefits package. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible work schedules to promote work-life balance. - 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 our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!