Acumen Fiscal Agent

Client Services Agent

Acumen Fiscal Agent

full-time

Posted on:

Location Type: Hybrid

Location: Lenexa • Kansas • United States

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About the role

  • - 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 in the office 3 days a week. Remote 2 days after 90 days.
  • - 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 & Tools
customer relationship managementExcelcomputer systems
Soft Skills
verbal communicationwritten communicationproblem-solvingattention to detailorganizational skillsability to work independently