Acumen Fiscal Agent is hiring a Client Services Agent to provide exceptional support to our diverse clientele. This role serves as a vital link between clients and our services, ensuring clear communication and high-standard customer care, with a focus on assisting Spanish-speaking clients. You'll respond to inquiries, resolve issues, and guide clients through our financial products and services.
What You'll Do
- 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.
What We're Looking For
- Must be able to work remotely.
- Excellent verbal and written skills.
- Strong problem-solving abilities and attention to detail.
- Ability to work independently in a remote setting.
- Strong organizational skills and capacity to manage multiple tasks.
- Strong knowledge of Excel and computer systems.
Nice to Have
- Previous experience in customer service or client support is preferred.
- Familiarity with financial services or a relevant industry is a plus.
- Experience with customer relationship management (CRM) tools is beneficial.
Benefits & Compensation
- 16 paid holidays, including your birthday.
- Paid Time Off and Paid Sick Time.
- Employee Recognition Program.
- Employee Assistance Program.
- Referral Program.
- Paid Parental Leave.
- Medical, Dental & Vision coverage.
- 401(k) with company match.
- Voluntary benefits, including Pet Insurance.
Work Mode
This is a remote position.
Acumen Fiscal Agent fosters a mission-driven culture focused on making a real impact, valuing compassion, accountability, and purpose.
