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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer relationship management (CRM)excelcomputer systems
Soft skills
verbal communicationwritten communicationproblem-solvingattention to detailorganizational skillsability to work independentlyclient supportcollaboration