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 supporting disabled individuals, military veterans, and the elderly by helping them live more independent and empowered lives. Our mission-driven approach ensures that every team member’s work makes a meaningful impact. 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 navigate our 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 participate in ongoing training to stay informed about industry best practices. What You Bring: - Minimum of 2 years experience in client service 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. 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. - Previous experience in a mission-driven or nonprofit organization. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development. - 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 real difference 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 email at careers@acumenfiscalagent.com. We look forward to hearing from you!