Acumen Fiscal Agent

Compensation

Full Description

Job Title: Client Services Agent Company Overview: Acumen Fiscal Agent is a dedicated organization with over 30 years of experience committed to empowering disabled individuals, military veterans, and the elderly. We strive to enhance independence and quality of life through innovative fiscal management solutions and compassionate service. 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 manage their services effectively and confidently. What You'll Do: - You will respond promptly 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 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 on available resources and support programs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will handle sensitive information with confidentiality and professionalism. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Strong communication skills, both verbal and written. - Ability to manage multiple client accounts and prioritize tasks effectively. - Proficiency with CRM software and Microsoft Office Suite. - Empathy and patience when working with vulnerable populations. 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. - Certification in customer service or related fields. 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 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!