Acumen Fiscal Agent
Acumen Fiscal Agent provides fiscal management services for self-directed populations in the U.S.
Client Services Agent
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 51-200Since 1995H1B No SponsorCompany SiteLinkedIn
Location
Arizona
Posted
33 days ago
Salary
Not specified
English
Job Description
• 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
Job Requirements
- 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
- 16 paid holidays, including your birthday!
- 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
