Virtual Client Manager
Jonas Software
Client Services Agent
Acumen Fiscal Agent
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Idaho
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Change the world; get paid for it — Acumen helps disabled, military veterans, and the elderly live independently.
- Acumen Fiscal Agent: 30-year provider of self-directed home-care fiscal agent services.
- Remote Client Services Agent role focused on assisting Spanish-speaking clients with financial services.
- Respond to client inquiries via phone, email, and chat; resolve issues and ensure satisfaction.
- Guide clients through financial products and services and document interactions accurately.
- Collaborate with internal teams, provide service trend feedback, and conduct follow-ups to ensure resolution.
- Use CRM tools and manage multiple tasks with strong problem-solving and organizational skills.
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
