Client Services Agent

Acumen Fiscal Agent is seeking a Client Services Agent to provide exceptional support to a diverse clientele. This role involves serving as a vital link between clients and services, resolving issues, and guiding clients through financial products. The company is dedicated to helping individuals live more independent, empowered lives and offers a supportive and growth-oriented work environment.

Requirements

• Must be able to work remotely
• 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
• Ability to work independently in a remote setting

Benefits

• 16 paid holidays
• 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