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 meaningful difference in the communities we serve. 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 that our 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 other communication channels. - You will assist clients in understanding and managing their fiscal services and benefits. - You will maintain accurate and confidential client records 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 ongoing training to stay informed about industry regulations and best practices. 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 in using CRM software and Microsoft Office Suite. - Ability to handle sensitive information with discretion and maintain confidentiality. - Excellent problem-solving skills and a client-focused mindset. 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 or other commonly spoken languages. - Certification in customer service or related professional development courses. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth 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 paid time off and wellness programs to support your work-life balance. Ready to Apply? To join our team and make a difference, please submit your resume and cover letter through our careers page at www.acumenfiscalagent.com/careers or email us directly at careers@acumenfiscalagent.com. We look forward to hearing from you!