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 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 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.

Responsibilities

• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Requirements

• Hybrid, must commute to office 3 times per week
• Excellent verbal and written skills
• Strong problem-solving abilities and attention to detail
• Previous experience in customer service or client support is preferred
• Familiarity with financial services or a relevant industry is a plus
• Ability to work independently in a remote setting
• Experience with customer relationship management (CRM) tools is beneficial
• Strong organizational skills and capacity to manage multiple tasks
• Strong knowledge of excel and computer systems

Benefits

♥️What'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 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 .