Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. You will serve as a vital link between our clients and our services, ensuring clear communication and a high standard of customer care.
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 from Texas
- Excellent verbal and written communication 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
- Familiarity with financial services or a relevant industry
- Experience with customer relationship management (CRM) tools
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 fully remote position open to candidates based in Texas.
Acumen Fiscal Agent values compassion, accountability, and purpose. We are a mission-driven team helping people live fuller, more independent lives.
