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 helping them live more independent and fulfilling lives. Our commitment to social impact drives everything we do, making us a meaningful place to grow your career. 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 our clients receive the assistance they need to navigate their fiscal services smoothly 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 accounts and services. - You will collaborate with internal teams to resolve client issues efficiently. - You will maintain accurate records of client interactions and transactions. - You will educate clients about available resources and services to enhance their independence. - You will identify opportunities to improve client satisfaction and service delivery. - You will support the onboarding process for new clients, ensuring a seamless experience. - You will stay informed about industry regulations and company policies to provide accurate information. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Strong communication skills, both verbal and written. - Ability to handle sensitive information with confidentiality and professionalism. - Proficiency with CRM software and Microsoft Office Suite. - Empathy and patience when working with diverse client populations. - Problem-solving skills and a proactive approach to client needs. 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. - Previous experience in a nonprofit or mission-driven organization. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - 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 every day. 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!