Acumen Fiscal Agent

Client Services Agent, Bilingual

Acumen Fiscal Agent

full-time

Posted on:

Origin:  • 🇺🇸 United States • Oklahoma

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Job Level

Mid-LevelSenior

About the role

  • 🌎 Change the world. Get paid for it.
  • At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.
  • About US: Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.
  • Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services.
  • We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful!
  • What is the job? Acumen Fiscal Agent is seeking a Bilingual Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. As a Bilingual Client Services Agent, you will serve as a vital link between our clients and our services, ensuring clear communication and a high standard of customer care. You will respond to inquiries, resolve issues, and guide clients through our financial products and services. The ideal candidate will have strong bilingual communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your bilingual abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.
  • Responsibilities: Provide exceptional support to Spanish-speaking 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
  • Fluency in both English and Spanish, with 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