Client Services Agent

About the role

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.

Responsibilities

• Provide exceptional support to clients via phone, email, and chat
• Aid 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 position, 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

• 15 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
• Medical, Dental & Vision coverage
• 401(k) with company match
• Voluntary benefits, including Pet Insurance