Posted 1mo ago

Client Services Agent

@ Acumen Fiscal Agent
Ogden, Utah, United States
OnsiteFull Time
Responsibilities:providing support, navigating products, resolving issues
Requirements Summary:Must report to office, 5 days a week; excellent verbal and written skills; strong problem-solving and attention to detail; CRM experience helpful; proficient in Excel; able to work independently in a remote setting.
Technical Tools Mentioned:CRM tools, Microsoft Excel, Computer systems
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Job Description

馃寧 Change the world. Get paid for it.

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.

馃挕About US

Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.

Today, Acumen is proud to be one of the nation鈥檚 largest and most trusted providers of fiscal agent services.

We鈥檙e not just processing payroll or paperwork, we鈥檙e helping people live fuller, more independent lives. Come be part of something meaningful!

馃捈What is the job?

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. The ideal candidate will have strong communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.

Responsibilities

  • 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