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, making us a meaningful place to build your career. Role Overview: As a Client Services Agent, you will be the frontline ambassador for Acumen, delivering exceptional support and guidance to our clients. Your role is vital in ensuring our clients receive the assistance they need to navigate our services smoothly and confidently. You will play a key part in fostering trust and satisfaction through effective communication and problem-solving. 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 agent services, ensuring clarity and accuracy. - You will troubleshoot and resolve client issues, escalating complex cases to appropriate departments when necessary. - You will maintain detailed and accurate client records in our database. - You will collaborate with internal teams to improve service delivery and client experience. - You will educate clients about available resources and support programs. - You will contribute to team meetings by sharing client feedback and suggesting improvements. - You will uphold Acumen’s mission and values in every client interaction. What You Bring: - You have at least 2 years of experience in client services, customer support, or a related field. - You possess excellent verbal and written communication skills. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate strong problem-solving abilities and attention to detail. - You have empathy and patience when working with diverse client populations. - You are organized and able to manage multiple tasks efficiently. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or social service programs. - Bilingual abilities, especially in Spanish or other commonly spoken languages. - Previous experience in a nonprofit or mission-driven organization. What We Offer: - We offer competitive salary and comprehensive health benefits. - We offer opportunities for professional development and career growth. - We offer a supportive and inclusive work environment. - We offer flexible work schedules and remote work options. - We offer the chance to make a meaningful impact every day. Ready to Apply? Please submit your resume and a cover letter explaining why you are passionate about this role to careers@acumenfiscalagent.com. We look forward to hearing from you!