Client Services Agent

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team, providing exceptional support to clients via phone, email, and chat, and assisting clients in understanding and navigating our financial products and services.

Requirements

• 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

Benefits

• 15 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