Client Services Agent

Acumen Fiscal Agent is seeking a motivated Client Services Agent to join their team in California. This role involves providing excellent support to clients navigating their financial products and services, resolving issues, and facilitating communication between clients and internal departments. The company focuses on helping the disabled, military veterans, and the elderly, delivering self-directed services and empowering lives through fiscal agent services.

Requirements

• Excellent verbal and written communication skills
• Strong problem-solving abilities and attention to detail
• Previous experience in customer service or client support role
• Familiarity with financial services or relevant industry experience
• Ability to work independently in a remote environment
• Proficiency in using customer relationship management (CRM) tools
• Strong organizational skills and ability to manage multiple tasks simultaneously

Benefits

• 16 paid holidays
• Paid Time Off and Paid Sick Time
• Employee Recognition Program
• Employee Assistance Program
• Referral Program
• Medical, Dental & Vision coverage
• Voluntary benefits, including Pet Insurance