Client Services Agent

Acumen Fiscal Agent is seeking a Client Services Agent to join their remote team. The ideal candidate will provide exceptional support to clients via phone, email, and chat, and have strong communication skills and a passion for helping others.

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
• Have excellent verbal and written skills
• Have strong problem-solving abilities and attention to detail
• Have previous experience in customer service or client support
• Have familiarity with financial services or a relevant industry
• Have the ability to work independently in a remote setting
• Have experience with customer relationship management (CRM) tools
• Have strong organizational skills and capacity to manage multiple tasks
• Have strong knowledge of excel and computer systems

Benefits

• 15 paid holidays
• Paid Time Off
• 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