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Acumen Fiscal Agent

20 open positions available

1 location
1 employment type
Actively hiring
Full-time

Latest Positions

Showing 20 most recent jobs
AF

Customer Relations Team Lead

Acumen Fiscal AgentAnywhereFull-time
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Compensation$Not specified

Lead and mentor the Customer Relations team to achieve service excellence while monitoring performance and implementing strategies for continuous improvement. Serve as a point of escalation for complex client issues and analyze feedback to enhance service delivery. | Candidates should have a bachelor's degree in a related field and 3-5 years of customer service experience, including 1-2 years in a leadership role. Exceptional communication skills and the ability to foster a positive team environment are essential. | 🌎 Change the world. Get paid for it. At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. 💡 About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families. Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services. We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful! 💼What is the job? Acumen Fiscal Agent is seeking a Customer Relations Team Lead to oversee our dedicated team of Customer Relations Specialists. In this leadership role, you will be responsible for managing day-to-day operations, mentoring team members, and ensuring that we provide exceptional service to our clients. You will develop strategies to enhance client satisfaction, resolve escalated issues, and drive performance metrics. The ideal candidate will have strong leadership skills, extensive experience in customer service, and the ability to foster a positive team environment. Join us in leading our efforts to empower clients and strengthen relationships! Responsibilities Lead, mentor, and develop the Customer Relations team to achieve service excellence. Monitor team performance and implement strategies for continuous improvement. Serve as a point of escalation for complex client issues and provide resolutions. Establish and maintain effective communication within the team and across departments. Analyze client feedback and performance metrics to enhance service delivery. Provide training and support to team members on best practices and company policies. Collaborate with management to develop and implement organizational goals. Bachelor's degree in business administration, management, or related field preferred. Minimum of 3-5 years of experience in customer service, with at least 1-2 years in a leadership role. Exceptional verbal and written communication skills. Proven ability to lead a team and drive performance outcomes. Strong problem-solving skills and the ability to handle escalated situations. Proficiency in Microsoft Office Suite and experience with CRM systems. Excellent organizational skills and attention to detail. Commitment to fostering a positive, team-oriented environment. ♥️What's in It for You? 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do. Paid Time Off and Paid Sick Time Employee Recognition Program Employee Assistance Program Referral Program, get extra rewards for referring your friends to work with Acumen! Paid Parental Leave Be a part of a mission driven culture where you can make a real impact Medical, Dental & Vision coverage 401(k) with company match Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a Difference in Someone’s Life Every Single Day? Apply today and be part of a team that values compassion, accountability, and purpose. Let’s make self-direction more personal, together.

Leadership
Customer Service
Team Development
Communication
Problem-Solving
Performance Metrics
Client Satisfaction
Training
Organizational Skills
Attention to Detail
CRM Systems
Microsoft Office Suite
Direct Apply
Posted 3 months ago
AF

Internal Payroll Manager

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$Not specified

Manage the processing of accounts receivable transactions and prepare and send invoices to clients in a timely manner. Communicate with clients regarding outstanding invoices and resolve discrepancies. | A high school diploma or equivalent is required, with an associate degree in accounting or finance preferred. Strong attention to detail, excellent communication skills, and proficiency in Microsoft Excel are essential. | 🌎 Change the world. Get paid for it. At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. 💡 About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families. Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services. We’re not just processing payroll or paperwork; we’re helping people live fuller, more independent lives. Come be part of something meaningful! 💼What is the job? Acumen Fiscal Agent is looking for an Accounts Receivable Specialist 1 to join our dedicated finance team. This entry-level position is crucial for managing the billing and collection processes to ensure the organization’s financial health. As an Accounts Receivable Specialist, you will handle the timely collection of funds owed to the company, maintain accurate financial records, and support other accounting functions as needed. The ideal candidate will possess strong attention to detail, excellent organizational skills, and a knack for problem-solving. This position offers a valuable opportunity for professional growth within our finance department, allowing you to make a tangible contribution to the success of Acumen while developing your skills in accounts receivable management. Responsibilities Manage the processing of accounts receivable transactions. Prepare and send invoices to clients in a timely manner. Record and reconcile payments received. Communicate with clients regarding outstanding invoices and resolve discrepancies. Maintain accurate records of all accounts receivable activities. Generate reports and provide updates on the status of receivable accounts. Assist in month-end closing processes related to accounts receivable. High school diploma or equivalent; associate degree in accounting or finance preferred. Basic understanding of accounting principles and practices. Strong attention to detail and accuracy. Ability to prioritize tasks and manage time effectively. Excellent communication skills, both verbal and written. Proficiency in Microsoft Excel and other financial software. Previous experience in accounts receivable or a related field is a plus, but not required. Ability to work well in a team-oriented environment. ♥️What's in It for You? 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do. Paid Time Off and Paid Sick Time Employee Recognition Program Employee Assistance Program Referral Program, get extra rewards for referring your friends to work with Acumen! Paid Parental Leave Be a part of a mission driven culture where you can make a real impact Medical, Dental & Vision coverage 401(k) with company match Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a Difference in Someone’s Life Every Single Day? Apply today and be part of a team that values compassion, accountability, and purpose. Let’s make self-direction more personal, together.

Attention To Detail
Organizational Skills
Problem-Solving
Communication Skills
Microsoft Excel
Accounting Principles
Direct Apply
Posted 3 months ago
AF

Payroll Implementation and Vendor Solutions Manager

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$80K - 110K a year

Lead payroll system implementation and integration, manage vendor relationships, develop project plans, analyze payroll practices, provide training, and monitor vendor performance. | 5+ years payroll management or vendor relations experience, strong project management skills, knowledge of payroll systems and compliance, excellent communication and negotiation skills, and proficiency with payroll software and Microsoft Office. | 🌎 Change the world. Get paid for it. At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. 💡 About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families. Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services. We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful! 💼What is the job? Acumen Fiscal Agent is seeking a Payroll Implementation and Vendor Solutions Manager to lead our efforts in payroll system integration and vendor management. In this role, you will be responsible for overseeing the implementation of payroll systems, collaborating with various stakeholders to ensure seamless integration, and managing relationships with third-party vendors. As a leader in this specialized area, you will develop strategies to optimize payroll processing and enhance vendor solutions to better serve our clients. The ideal candidate will possess strong project management skills, a comprehensive understanding of payroll functions, and excellent communication abilities. This position is pivotal in ensuring that our payroll services run smoothly while improving operational efficiency and customer satisfaction. Responsibilities Lead the implementation and integration of payroll systems and processes with internal and external stakeholders. Manage relationships with vendors to ensure high-quality service delivery and compliance. Develop and maintain project plans, timelines, and budgets related to payroll implementation and vendor solutions. Analyze current payroll practices and recommend improvements to enhance efficiency and accuracy. Provide training and support to staff on new payroll systems and procedures. Collaborate with cross-functional teams to identify and resolve issues impacting payroll operations. Monitor vendor performance and provide feedback to enhance service quality and operational effectiveness. Bachelor's degree in business administration, finance, or a related field is preferred. 5+ years of experience in payroll management, implementation, or vendor relations. Strong project management skills with a proven ability to lead implementations successfully. Extensive knowledge of payroll systems, processes, and compliance requirements. Excellent negotiation, communication, and interpersonal skills. Proficient in Microsoft Office Suite and payroll software; experience with HRIS systems is a plus. Analytical mindset with strong problem-solving capabilities. Ability to travel occasionally for vendor meetings and training, as necessary. ♥️What's in It for You? 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do. Paid Time Off and Paid Sick Time Employee Recognition Program Employee Assistance Program Referral Program, get extra rewards for referring your friends to work with Acumen! Paid Parental Leave Be a part of a mission driven culture where you can make a real impact Medical, Dental & Vision coverage 401(k) with company match Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a Difference in Someone’s Life Every Single Day? Apply today and be part of a team that values compassion, accountability, and purpose. Let’s make self-direction more personal, together.

Project Management
Vendor Management
Payroll Systems
Payroll Compliance
Microsoft Office Suite
HRIS Systems
Communication
Negotiation
Direct Apply
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support and manage client inquiries to ensure satisfaction and effective service delivery. | At least 2 years of client service experience, strong communication skills, proficiency with CRM and Microsoft Office, and ability to handle sensitive information confidentially. | 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 empowering disabled individuals, military veterans, and the elderly by providing innovative solutions that promote independence and improve quality of life. Our commitment to social impact drives everything we do. Role Overview: As a Client Services Agent, you will be the frontline ambassador for 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 managing their fiscal agent services. - You will maintain accurate client records and documentation. - You will collaborate with internal teams to resolve client issues efficiently. - You will provide empathetic support to clients, understanding their unique needs. - You will identify opportunities to improve client experience and suggest enhancements. - You will stay informed about company policies, services, and industry regulations. - You will participate in training sessions to continuously improve your skills. What You Bring: - Minimum of 2 years experience in client services 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. - Excellent problem-solving skills and attention to detail. - 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 agent services or related financial management. - Bilingual abilities, especially in Spanish. - Previous experience in a nonprofit or social services environment. What We Offer: - We offer competitive salary and comprehensive benefits package. - 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 careers@acumenfiscalagent.com. We look forward to hearing from you!

Client Services
Communication
CRM Software
Microsoft Office
Problem Solving
Empathy
Confidentiality
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, resolve inquiries, maintain records, and collaborate with teams to enhance client outcomes. | 2+ years client services experience, bilingual in English and Spanish, strong communication and problem-solving skills, proficiency in Microsoft Office and CRM. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between our clients and the services they need. Your role is to provide exceptional support, ensuring clear communication and effective problem-solving to enhance client satisfaction and independence. What You'll Do: - You will assist clients in navigating fiscal management services with empathy and professionalism. - You will communicate effectively in both English and Spanish to support a diverse client base. - You will resolve client inquiries and issues promptly, ensuring a positive experience. - You will maintain accurate client records and documentation in compliance with company policies. - You will collaborate with internal teams to coordinate services and improve client outcomes. - You will educate clients about available resources and assist them in accessing these services. - You will participate in ongoing training to stay current with industry best practices. What You Bring: - You bring at least 2 years of experience in client services or a related field. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and a client-focused mindset. - You are proficient with Microsoft Office Suite and comfortable using CRM software. - You possess 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 services. - Additional language skills beyond English and Spanish. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive health benefits. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible scheduling 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 bilingual experience and passion for client service to our HR department at careers@acumenfiscalagent.com. We look forward to hearing from you!

Bilingual communication
Client services
Problem-solving
Microsoft Office
CRM software
Empathy
Patience
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, resolve inquiries, maintain records, and collaborate with teams to enhance client outcomes. | 2+ years client services experience, bilingual in English and Spanish, strong communication and problem-solving skills, proficiency in Microsoft Office and CRM. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between our clients and the services they need. Your role is to provide exceptional support, ensuring clear communication and effective problem-solving to enhance client satisfaction and independence. What You'll Do: - You will assist clients in navigating fiscal management services with empathy and professionalism. - You will communicate effectively in both English and Spanish to support a diverse client base. - You will resolve client inquiries and issues promptly, ensuring a positive experience. - You will maintain accurate client records and documentation in compliance with company policies. - You will collaborate with internal teams to coordinate services and improve client outcomes. - You will educate clients about available resources and assist them in accessing these services. - You will participate in ongoing training to stay current with industry best practices. What You Bring: - You bring at least 2 years of experience in client services or a related field. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and a client-focused mindset. - You are proficient with Microsoft Office Suite and comfortable using CRM software. - You possess 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 services. - Additional language skills beyond English and Spanish. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive health benefits. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible scheduling 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 bilingual experience and passion for client service to our HR department at careers@acumenfiscalagent.com. We look forward to hearing from you!

Bilingual communication
Client services
Problem-solving
Microsoft Office
CRM software
Empathy
Patience
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support, manage client accounts, and collaborate with internal teams to enhance service delivery. | At least 2 years of client service experience, strong communication skills, proficiency with CRM and Microsoft Office, and empathy for vulnerable populations. | 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!

Client Services
Communication
CRM Software
Microsoft Office
Empathy
Multitasking
Problem Solving
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, resolve inquiries, maintain records, and collaborate with teams to enhance client outcomes. | 2+ years client services experience, bilingual in English and Spanish, strong communication and problem-solving skills, proficiency in Microsoft Office and CRM. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between our clients and the services they need. Your role is to provide exceptional support, ensuring clear communication and effective problem-solving to enhance client satisfaction and independence. What You'll Do: - You will assist clients in navigating fiscal management services with empathy and professionalism. - You will communicate effectively in both English and Spanish to support a diverse client base. - You will resolve client inquiries and issues promptly, ensuring a positive experience. - You will maintain accurate client records and documentation in compliance with company policies. - You will collaborate with internal teams to coordinate services and improve client outcomes. - You will educate clients about available resources and assist them in accessing these services. - You will participate in ongoing training to stay current with industry best practices. What You Bring: - You bring at least 2 years of experience in client services or a related field. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and a client-focused mindset. - You are proficient with Microsoft Office Suite and comfortable using CRM software. - You possess 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 services. - Additional language skills beyond English and Spanish. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive health benefits. - We offer opportunities for professional growth and development. - We offer a supportive and inclusive work environment. - We offer flexible scheduling 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 bilingual experience and passion for client service to our HR department at careers@acumenfiscalagent.com. We look forward to hearing from you!

Bilingual communication
Client services
Problem-solving
Microsoft Office
CRM software
Empathy
Patience
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support and manage client inquiries to ensure satisfaction and effective service delivery. | Minimum 2 years experience in client services with strong communication, problem-solving skills, and proficiency in CRM software. | 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 real difference in the community. 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 in-person. - 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 about available resources and support programs. - You will identify opportunities to enhance client experience and provide feedback to management. - You will participate in training sessions to stay updated on policies and procedures. - You will uphold Acumen’s mission by delivering compassionate and respectful service. What You Bring: - Minimum of 2 years experience in client services, customer support, or related fields. - 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. - Empathy and patience when working with diverse client populations. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal management or social service programs. - Bilingual abilities, especially in Spanish or other commonly spoken languages. - Certification in customer service or related training. What We Offer: - We offer competitive salary and comprehensive benefits package. - 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 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!

Client Services
Communication Skills
CRM Software
Microsoft Office
Problem Solving
Empathy
Confidentiality
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support, manage fiscal accounts, resolve issues, and maintain accurate records to empower clients. | Minimum 2 years client services experience, strong communication, CRM proficiency, confidentiality, problem-solving, and empathy. | 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 empowering disabled individuals, military veterans, and the elderly by helping them 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 client records in our database. - You will educate clients about available resources and support programs. - You will identify opportunities to enhance client satisfaction and retention. - You will participate in ongoing training to stay current with policies and procedures. - You will contribute to a positive and supportive team environment. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Strong communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with confidentiality and professionalism. - Excellent problem-solving skills and attention to detail. - Empathy and a genuine desire to help 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. - Previous experience in a nonprofit or mission-driven organization. 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 workplace culture. - We offer flexible work schedules and remote work options. - We offer the chance to make a real difference in the lives of those we serve. 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!

Client Services
Customer Support
CRM Software
Microsoft Office
Communication Skills
Problem-Solving
Empathy
Confidentiality
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage inquiries, coordinate issue resolution, maintain records, educate clients, and support onboarding. | At least 2 years of client service experience, bilingual fluency in English and Spanish, proficiency with CRM and Microsoft Office, strong communication and problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between our clients and the support they need. Your role is to provide exceptional service, ensuring clear communication and effective problem-solving for a diverse client base. This position is perfect for someone passionate about making a difference and skilled in navigating complex client needs. What You'll Do: - You will assist clients in both English and Spanish, ensuring clear and accurate communication. - You will manage client inquiries, providing timely and empathetic responses. - You will coordinate with internal teams to resolve client issues efficiently. - You will maintain detailed records of client interactions and transactions. - You will educate clients about available services and resources. - You will identify opportunities to improve client satisfaction and service delivery. - You will support the onboarding process for new clients. - You will contribute to team goals by sharing insights and feedback. What You Bring: - You bring at least 2 years of experience in client services or a related field. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and attention to detail. - You are proficient with CRM software and Microsoft Office Suite. - You possess empathy and patience when dealing with diverse client needs. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare administration. - Additional language skills beyond English and Spanish. - Customer service certification or related training. 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 real difference in people’s lives every day. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers.

Bilingual English-Spanish
Client Services
CRM Software
Problem Solving
Communication Skills
Microsoft Office Suite
Empathy
Attention to Detail
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage inquiries, coordinate issue resolution, maintain records, educate clients, and support onboarding. | At least 2 years of client service experience, bilingual fluency in English and Spanish, proficiency with CRM and Microsoft Office, strong communication and problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between our clients and the support they need. Your role is to provide exceptional service, ensuring clear communication and effective problem-solving for a diverse client base. This position is perfect for someone passionate about making a difference and skilled in navigating complex client needs. What You'll Do: - You will assist clients in both English and Spanish, ensuring clear and accurate communication. - You will manage client inquiries, providing timely and empathetic responses. - You will coordinate with internal teams to resolve client issues efficiently. - You will maintain detailed records of client interactions and transactions. - You will educate clients about available services and resources. - You will identify opportunities to improve client satisfaction and service delivery. - You will support the onboarding process for new clients. - You will contribute to team goals by sharing insights and feedback. What You Bring: - You bring at least 2 years of experience in client services or a related field. - You are fluent in both English and Spanish, with excellent verbal and written communication skills. - You have strong problem-solving abilities and attention to detail. - You are proficient with CRM software and Microsoft Office Suite. - You possess empathy and patience when dealing with diverse client needs. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare administration. - Additional language skills beyond English and Spanish. - Customer service certification or related training. 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 real difference in people’s lives every day. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers.

Bilingual English-Spanish
Client Services
CRM Software
Problem Solving
Communication Skills
Microsoft Office Suite
Empathy
Attention to Detail
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support and manage client inquiries to ensure satisfaction and effective service delivery. | At least 2 years of customer service experience, strong communication skills, proficiency with CRM software, and ability to handle sensitive information confidentially. | 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 empowering disabled individuals, military veterans, and the elderly by providing innovative solutions that promote independence and improve quality of life. Our mission is to make a meaningful impact through compassionate and reliable 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 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 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 about available resources and support programs. - You will identify opportunities to enhance client experience and provide feedback to management. - You will participate in ongoing training to stay informed about industry regulations and best practices. What You Bring: - Minimum of 2 years experience in customer service or client support roles. - Strong communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with confidentiality and professionalism. - Problem-solving skills and a client-focused mindset. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly 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 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 careers@acumenfiscalagent.com. We look forward to hearing from you!

Customer Service
Communication
CRM Software
Microsoft Office
Problem Solving
Confidentiality
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage client records, collaborate with teams to resolve issues, and contribute to service improvements. | At least 2 years of client service experience, bilingual fluency in English and Spanish, proficiency with CRM and Microsoft Office, and strong problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between Acumen and our diverse client base. Your role is to provide exceptional support and guidance, ensuring clients receive the assistance they need in a clear and empathetic manner. This position requires strong communication skills in both English and Spanish to effectively serve our bilingual community. 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 navigating our services, ensuring clarity and confidence. - You will maintain accurate and detailed client records in our database. - You will collaborate with internal teams to resolve client issues and improve service delivery. - You will provide culturally sensitive support tailored to the needs of our bilingual clients. - You will participate in ongoing training to stay current with policies and best practices. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Fluency in both English and Spanish, with excellent verbal and written communication skills. - Strong problem-solving abilities and attention to detail. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with confidentiality and professionalism. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare administration. - Additional language skills beyond English and Spanish. - Background in social services or community outreach. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer a supportive and inclusive work environment focused on professional growth. - We offer flexible work schedules and remote work options. - We offer opportunities for ongoing training and career advancement. - We offer the chance to make a real difference in the lives of those we serve. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!

Bilingual English-Spanish
Client Services
Customer Support
CRM Software
Microsoft Office
Problem Solving
Communication Skills
Confidentiality
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide exceptional client support, manage client records, resolve issues, and educate clients about services. | Minimum 2 years client service experience, strong communication, CRM proficiency, empathy, and high school diploma. | 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, you will be the frontline representative of Acumen, providing exceptional support and guidance to our clients. Your role is crucial in ensuring that our 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 managing their fiscal services and benefits. - You will maintain accurate and detailed client records to ensure seamless service delivery. - You will collaborate with internal teams to resolve client issues and improve service processes. - You will educate clients about available resources and support programs. - You will identify opportunities to enhance client experience and provide feedback to management. - You will adhere to all regulatory and compliance standards related to client services. - You will participate in ongoing training to stay current with company policies and industry best practices. 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 client populations. - Ability to multitask and manage time effectively in a fast-paced environment. - High school diploma or equivalent; additional education in social services or related fields is a plus. 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 benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and development through training and mentorship. - We offer a supportive and inclusive work environment that values diversity. - We offer flexible work schedules and remote work options to promote work-life balance. - We offer the chance to make a real impact in the lives of those who need it most. Ready to Apply? If you are passionate about making a difference 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!

Client Services
Communication Skills
CRM Software
Microsoft Office
Empathy
Time Management
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage client records, collaborate with teams to resolve issues, educate clients on services, and uphold confidentiality. | At least 2 years of client service experience, bilingual fluency in English and Spanish, CRM proficiency, strong communication and problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between Acumen and our diverse client base. Your role is to provide exceptional support and guidance, ensuring clients receive the assistance they need in a clear and empathetic manner. This position requires strong communication skills in both English and Spanish to effectively serve our bilingual community. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and chat in both English and Spanish. - You will assist clients in understanding and navigating our services, ensuring they feel supported and informed. - You will maintain accurate client records and document interactions in our database. - You will collaborate with internal teams to resolve client issues and improve service delivery. - You will educate clients about available resources and benefits tailored to their needs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will uphold confidentiality and comply with all regulatory requirements. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Fluency in both English and Spanish, with excellent verbal and written communication skills. - Strong problem-solving abilities and a client-focused mindset. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with discretion and professionalism. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare-related industries. - Additional language skills beyond English and Spanish. - Certification in customer service or related fields. 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 that values diversity. - We offer flexible work schedules and remote work options. - We offer the chance to make a real difference in the lives of our clients every day. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!

Bilingual English-Spanish communication
Client services
CRM software proficiency
Problem-solving
Customer support
Microsoft Office Suite
Confidentiality management
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$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!

Client Services
Customer Support
Communication Skills
CRM Software
Microsoft Office
Problem Solving
Confidentiality
Empathy
Posted 3 months ago
AF

Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$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!

Client Services
Customer Support
Communication Skills
CRM Software
Microsoft Office
Problem Solving
Confidentiality
Empathy
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage client records, collaborate with teams to resolve issues, educate clients on services, and uphold confidentiality. | At least 2 years of client service experience, bilingual fluency in English and Spanish, CRM proficiency, strong communication and problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between Acumen and our diverse client base. Your role is to provide exceptional support and guidance, ensuring clients receive the assistance they need in a clear and empathetic manner. This position requires strong communication skills in both English and Spanish to effectively serve our bilingual community. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and chat in both English and Spanish. - You will assist clients in understanding and navigating our services, ensuring they feel supported and informed. - You will maintain accurate client records and document interactions in our database. - You will collaborate with internal teams to resolve client issues and improve service delivery. - You will educate clients about available resources and benefits tailored to their needs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will uphold confidentiality and comply with all regulatory requirements. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Fluency in both English and Spanish, with excellent verbal and written communication skills. - Strong problem-solving abilities and a client-focused mindset. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with discretion and professionalism. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare-related industries. - Additional language skills beyond English and Spanish. - Certification in customer service or related fields. 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 that values diversity. - We offer flexible work schedules and remote work options. - We offer the chance to make a real difference in the lives of our clients every day. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!

Bilingual English-Spanish communication
Client services
CRM software proficiency
Problem-solving
Customer support
Microsoft Office Suite
Confidentiality management
Posted 3 months ago
AF

Bilingual Client Services Agent

Acumen Fiscal AgentAnywhereFull-time
View Job
Compensation$40K-50K a year

Provide bilingual client support, manage client records, collaborate with teams to resolve issues, educate clients on services, and uphold confidentiality. | At least 2 years of client service experience, bilingual fluency in English and Spanish, CRM proficiency, strong communication and problem-solving skills. | Job Title: Bilingual 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 Bilingual Client Services Agent, you will be the vital link between Acumen and our diverse client base. Your role is to provide exceptional support and guidance, ensuring clients receive the assistance they need in a clear and empathetic manner. This position requires strong communication skills in both English and Spanish to effectively serve our bilingual community. What You'll Do: - You will respond promptly and professionally to client inquiries via phone, email, and chat in both English and Spanish. - You will assist clients in understanding and navigating our services, ensuring they feel supported and informed. - You will maintain accurate client records and document interactions in our database. - You will collaborate with internal teams to resolve client issues and improve service delivery. - You will educate clients about available resources and benefits tailored to their needs. - You will identify opportunities to enhance client satisfaction and contribute to process improvements. - You will uphold confidentiality and comply with all regulatory requirements. What You Bring: - Minimum of 2 years experience in client services or customer support roles. - Fluency in both English and Spanish, with excellent verbal and written communication skills. - Strong problem-solving abilities and a client-focused mindset. - Proficiency with CRM software and Microsoft Office Suite. - Ability to handle sensitive information with discretion and professionalism. Bonus Points If You Have: - Experience working with disabled, veteran, or elderly populations. - Knowledge of fiscal agent services or healthcare-related industries. - Additional language skills beyond English and Spanish. - Certification in customer service or related fields. 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 that values diversity. - We offer flexible work schedules and remote work options. - We offer the chance to make a real difference in the lives of our clients every day. Ready to Apply? Please submit your resume and a cover letter detailing your bilingual experience and passion for client service to our careers page at www.acumenfiscalagent.com/careers. We look forward to hearing from you!

Bilingual English-Spanish communication
Client services
CRM software proficiency
Problem-solving
Customer support
Microsoft Office Suite
Confidentiality management
Posted 3 months ago

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