About the job
Make a Difference and Get Rewarded
At Acumen, we are dedicated to empowering individuals with disabilities, military veterans, and seniors to lead more independent lives. If you seek a fulfilling career that impacts lives, your opportunity is here.
About Us
Founded 30 years ago, Acumen Fiscal Agent emerged from a vision to provide a more straightforward, personalized way to deliver self-directed services for those in need of home care. Today, we stand as one of the largest and most reliable providers of fiscal agent services nationwide.
We do more than process transactions; we foster independence and enhance lives. Join us and contribute to a meaningful cause!
Role Overview
We are looking for a Client Services Agent to become an integral part of our remote team. In this role, you will bridge communication between our clients and the services we offer, ensuring outstanding customer support. Your responsibilities will include responding to inquiries, addressing client issues, and guiding them through our financial products. The ideal candidate will possess excellent communication skills, a passion for service, and a solid grounding in customer care principles. Join our vibrant team and utilize your skills to make a positive impact while advancing your career in a nurturing environment.
Key Responsibilities
- Deliver exceptional support to clients through phone, email, and chat
- Guide clients in navigating our financial products and services
- Efficiently resolve client issues and ensure satisfaction
- Accurately document client interactions within our system
- Collaborate with internal teams to provide comprehensive support
- Provide insights on service trends to enhance client experience
- Conduct follow-ups to guarantee client satisfaction and resolve any outstanding issues
Qualifications
- Hybrid work model, requiring in-office attendance three days per week
- Exceptional verbal and written communication skills
- Strong problem-solving capabilities with meticulous attention to detail
- Prior experience in customer service or client support preferred
- Familiarity with financial services or related industries is advantageous
- Ability to work independently in a remote setting
- Experience with customer relationship management (CRM) tools is a bonus
- Strong organizational skills and the ability to handle multiple tasks
- Proficiency in Excel and computer systems
Benefits
What We Offer You
- 15 paid holidays, including your birthday! We value your contributions and believe in celebrating you.
- Paid Time Off and Paid Sick Leave
