Client Services Agent

Acumen Fiscal Agent

Client Services Agent supporting Acumen clients through their lifecycle with the organization. Enrolling, educating, and managing client relationships throughout their journey.

Posted 4/30/2026full-timeBoise • Idaho • 🇺🇸 United StatesJuniorWebsite

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Support clients (employers and employees) during their enrollment process
Process related paperwork and manage electronic communication
Accurate data entry using several databases simultaneously while meeting deadlines
Establish, foster and grow relationships with clients and program contacts including third party organizations
Understand and stay up to date on program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders
Act as a communication liaison between the clients and across all Acumens departments, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen
Accurate day-to-day support to clients which includes receiving, researching and resolving all client inquiries within contractual specific timeframes
Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states within contractual specific timeframes
Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations
Work collaboratively with other internal departments in order to ensure all issues are addressed effectively in a verbal and written fashion
Manage a fluctuating volume of calls and emails
Provide effective and efficient customer service via calls and/or electronic communication to clients and internal departments
Working hours as established by the hiring manager, while remaining flexible to work occasional weekends, weeknights and/or holidays to meet the needs of the clients we serve
Perform other work-related duties as assigned
ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act

Requirements

What you’ll need

At least one year of experience with data entry (manual keying in of information into databases)
Works well independently with limited supervision
Works as a self-starter with effective communication skills
Ability to work in a fast paced environment
Prior experience in customer service and/or client relations
Ability to handle fluctuating inbound and outbound call volume
Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
Experience working with multiple applications simultaneously
Ability to prioritize and handle competing requests successfully
Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs Patience, perseverance, and follow through mentality
Ability to communicate both orally and in writing in a professional manner
Attention to detail and critical thinking skills
The ability to handle responsibility with limited supervision
High standard of integrity
Ability to use basic math skills
Demonstrates excellent organizational skills, time management, and task orientation

Benefits

Comp & perks

Health Benefits
401k - matching
Paid Time Off
Holidays off with pay
Sick days with pay
Life insurance
Pet insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data entrycustomer serviceclient relationscommunication skillsattention to detailcritical thinkingbasic math skillstime managementtask orientation

Soft Skills

self-starterindependent workflexibilitypatienceperseveranceresponsibilityorganizational skillseffective communicationability to prioritize