Client Services Agent

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 USAcumen 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 Client Services Agent to join our remote team. As a Client Services Agent, you will serve as a vital link between our clients and our services, ensuring clear communication and a high standard of customer care. You will respond to inquiries, resolve issues, and guide clients through our financial products and services. The ideal candidate will have strong communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.ResponsibilitiesProvide exceptional support to clients via phone, email, and chatAssist clients in understanding and navigating our financial products and servicesResolve client issues and concerns efficiently, ensuring their satisfactionDocument client interactions accurately in our systemCollaborate with internal teams to ensure comprehensive client supportOffer feedback on service trends to further enhance the client experienceConduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issuesRequirementsHybrid, must commute to office 3 times per weekExcellent verbal and written skillsStrong problem-solving abilities and attention to detailPrevious experience in customer service or client support is preferredFamiliarity with financial services or a relevant industry is a plusAbility to work independently in a remote settingExperience with customer relationship management (CRM) tools is beneficialStrong organizational skills and capacity to manage multiple tasksStrong knowledge of excel and computer systemsBenefitsWhat's in It for You?15 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do.Paid Time Off and Paid Sick TimeEmployee Recognition ProgramEmployee Assistance ProgramReferral Program, get extra rewards for referring your friends to work with Acumen!Paid Parental LeaveBe a part of a mission driven culture where you can make a real impactMedical, Dental & Vision coverage401(k) with company matchVoluntary benefits, including Pet InsuranceWhat Do You Think? Are You Ready to Make a Difference in Someone's Life Every Single Day?