Client Services Agent

Acumen Fiscal Agent

full-time

Posted on: 10/15/2025

Location Type: Remote

Location: Remote • California • 🇺🇸 United States

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Mid-LevelSenior

About the role

- Respond promptly and professionally to client inquiries via phone, email, and chat
- Assist clients in navigating our financial products and services
- Resolve client issues and concerns efficiently and effectively
- Document client interactions and maintain accurate records in our system
- Collaborate with internal teams to ensure client needs are met
- Provide feedback on service trends to improve client experience
- Conduct follow-ups with clients to ensure satisfaction with solutions provided

- Excellent verbal and written communication skills
- Strong problem-solving abilities and attention to detail
- Previous experience in customer service or client support role
- Familiarity with financial services or relevant industry experience
- Ability to work independently in a remote environment
- Proficiency in using customer relationship management (CRM) tools
- Strong organizational skills and ability to manage multiple tasks simultaneously

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

verbal communicationwritten communicationproblem-solvingattention to detailorganizational skillsability to manage multiple tasks