$40K-50K a year
Provide exceptional client support, manage inquiries, maintain records, collaborate with teams, and enhance client experience.
Minimum 2 years client services experience, strong communication, CRM proficiency, problem-solving skills, and a compassionate approach.
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 combines innovative solutions with compassionate service to make a meaningful impact 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 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 accessing the services offered by Acumen. - 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 provide empathetic support to clients, addressing their concerns with patience and understanding. - You will identify opportunities to enhance client experience and contribute to process improvements. - You will stay informed about relevant policies, procedures, and industry standards. What You Bring: - Minimum of 2 years experience in client services, customer support, or a related field. - Strong communication skills, both verbal and written. - Ability to handle sensitive information with confidentiality and professionalism. - Proficiency in using CRM software and Microsoft Office Suite. - Excellent problem-solving skills and attention to detail. - A compassionate and patient approach to client interactions. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare administration. - Bilingual abilities, particularly in Spanish or other commonly spoken languages. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career growth. - We offer a supportive and inclusive work environment committed to diversity. - We offer flexible work schedules and remote work options. - We offer the chance to make a real difference in the lives of vulnerable populations. Ready to Apply? Please submit your resume and a cover letter detailing your interest and qualifications to careers@acumenfiscalagent.com. We look forward to hearing from you!
This job posting was last updated on 9/10/2025