$40K-50K a year
Provide exceptional client support by managing inquiries, assisting with fiscal accounts, and collaborating with internal teams to enhance service delivery.
At least 2 years of customer service experience, strong communication skills, proficiency in Microsoft Office, and empathy for diverse client populations.
Job Title: Client Services Agent Company Overview: Acumen Fiscal Agent has been a trusted leader in providing fiscal management services for over 30 years. We are dedicated to empowering disabled individuals, military veterans, and the elderly to live more independent and fulfilling lives. Our mission is to make a meaningful impact through compassionate and innovative support. 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 fiscal services effectively 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 and improve service delivery. - You will maintain accurate and detailed records of client interactions and transactions. - You will educate clients about available resources and support programs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will uphold Acumen’s commitment to compassionate and respectful client care. What You Bring: - You have at least 2 years of experience in customer service or client support roles. - You possess strong communication skills, both verbal and written. - You are proficient with Microsoft Office Suite and client management software. - You demonstrate empathy and patience when working with diverse client populations. - You have excellent problem-solving abilities and attention to detail. 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 nonprofit or mission-driven organization. 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 and remote work options. - 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 page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!
This job posting was last updated on 9/7/2025