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 at Acumen, you will play a vital role in supporting our clients by providing exceptional service and guidance. Your work will directly impact the quality of life for those we serve, ensuring they receive the assistance and resources they need to thrive. What You'll Do: - You will serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally. - You will assist clients in understanding and managing their fiscal services, ensuring clarity and confidence in their financial decisions. - You will collaborate with internal teams to coordinate services and support tailored to each client’s unique needs. - You will maintain accurate and confidential client records in compliance with company policies and regulatory requirements. - You will identify opportunities to improve client satisfaction and contribute to process enhancements. - You will provide education and resources to clients about available programs and benefits. - You will handle sensitive information with discretion and uphold the highest standards of integrity. 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. - Empathy and patience when working with diverse populations, including disabled individuals and veterans. - Ability to manage multiple tasks efficiently and maintain attention to detail. Bonus Points If You Have: - Experience working with fiscal management or social service organizations. - Knowledge of benefits and programs available to disabled individuals, veterans, or the elderly. - Bilingual abilities, particularly in Spanish or other commonly spoken languages. - Certification in customer service or related professional development courses. What We Offer: - We offer a supportive and inclusive work environment where your contributions truly matter. - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development. - We offer flexible work schedules to promote work-life balance. - We offer the chance to be part of a mission-driven organization making a real difference. Ready to Apply? If you are passionate about making a positive impact and meet the qualifications, please submit your resume and cover letter to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!