Client Services Agent Texas REMOTE

Acumen Fiscal Agent; Town of Texas (WI); Remote; USD 39,312 - 48,048; Full time

Benefits offered by this job

16 paid holidays, including birthday

Employee Assistance Program

Medical, Dental & Vision coverage

401(k) with company match

Paid Parental Leave

Job summary

A community-focused service organization is seeking a Client Services Agent to join its remote team in Wisconsin. This role emphasizes exceptional support for clients, particularly Spanish speakers, ensuring effective communication and high-quality service. The ideal candidate will have strong communication skills and a passion for assisting others, with responsibilities including addressing inquiries and guiding clients through financial services. The position offers a competitive salary and enriching benefits within a supportive culture aimed at empowering individuals.

Qualifications

• Excellent verbal and written communication skills are required.
• Previous experience in customer service or client support is preferred.
• Strong organizational skills and capacity to manage multiple tasks.

Responsibilities

• Provide exceptional support to clients via phone, email, and chat.
• Assist clients in understanding and navigating financial products and services.
• Resolve client issues efficiently, ensuring their satisfaction.

Skills

Communication Skills

Problem-Solving

Attention to Detail

Job description

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This range is provided by Acumen Fiscal Agent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$43,680.00/yr - $43,680.00/yr

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.

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's largest and most trusted providers of fiscal agent services.

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

What is the job?

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. 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.

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.

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's largest and most trusted providers of fiscal agent services.

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

What is the job?

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. 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

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

Benefits

️What's in It for You?

• 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do.
• Paid Time Off and Paid Sick Time
• Employee Recognition Program
• Employee Assistance Program
• Referral Program, get extra rewards for referring your friends to work with Acumen!
• Paid Parental Leave
• Be a part of a mission driven culture where you can make a real impact
• Medical, Dental & Vision coverage
• 401(k) with company match
• Voluntary benefits, including Pet Insurance

What Do You Think? Are You Ready to Make a Difference in Someone's Life Every Single Day?

Apply today and be part of a team that values compassion, accountability, and purpose. Let's make self-direction more personal, together.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

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