Client Services Agent

Acumen Fiscal Agent

Support and educate clients at Acumen while managing enrollment processes and ensuring compliance. Work in a flexible manner addressing client inquiries and maintaining organizational relationships.

Posted 7/28/2026full-timeHamilton Township • New Jersey • 🇺🇸 United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relations and customer service skills while effectively managing data entry and communication across multiple platforms. Exhibits attention to detail, organizational abilities, and a commitment to compliance with state and federal guidelines.

Highest-signal resume keywords

Data EntryCustomer ServiceClient RelationsMicrosoft Office SuiteCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryMicrosoft WordMicrosoft ExcelMicrosoft PowerPointInternet ProficiencyEmail ManagementPDF UsageBasic Math SkillsCritical ThinkingTime Management

Soft Skills

Effective CommunicationInterpersonal SkillsAttention to DetailOrganizational SkillsPatience

Industry Keywords

Client SupportComplianceCommunity OutreachProgram RulesFlexible Schedule

About the role

Key responsibilities & impact

Agents at Acumen must exhibit a service-forward mindset as they embody the organization's mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families.
The Agent is responsible for enrolling, educating and supporting Acumen clients throughout their lifecycle with the organization, which involves inbound and outbound phone calls and emails, processing paperwork and manual data entry into multiple databases with a high degree of accuracy.
This role is critical to ensuring the company as a whole has a positive and healthy working relationship with new and existing clients, their families and support coordinators.
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 Acumen’s 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.

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
Good interpersonal communication skills
Ability to handle and accommodate complex clients
Must be able to plan for and meet multiple deadlines

Benefits

Comp & perks

Health insurance
401(k) matching