Client Services Agent

Acumen Fiscal Agent • CA

71d

About The Position

Acumen Fiscal Agent, a leader in the financial services industry, is seeking a dedicated and motivated Client Services Agent to join our remote team specifically in California. This position offers a unique opportunity to work from the comfort of your home while providing exemplary support and guidance to our diverse clientele. As a Client Services Agent, you will play a pivotal role in helping clients navigate through our financial products and services, ensuring they receive the highest level of assistance and satisfaction. You will manage client inquiries, resolve issues, and facilitate communication between clients and various departments. The ideal candidate will possess exceptional communication skills, a comprehensive understanding of financial services, and a passion for customer service excellence. This role offers a chance to grow professionally within a supportive and dynamic environment, allowing you to make a significant impact on our clients' financial journeys. Join us at Acumen Fiscal Agent, where you will be empowered to deliver outstanding service while fostering strong client relationships and contributing to the overall success of our organization.

Requirements

• Excellent verbal and written communication skills
• Strong problem-solving abilities and attention to detail
• Previous experience in customer service or client support role
• Familiarity with financial services or relevant industry experience
• Ability to work independently in a remote environment
• Proficiency in using customer relationship management (CRM) tools
• Strong organizational skills and ability to manage multiple tasks simultaneously

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, and chat
• Assist clients in navigating our financial products and services
• Resolve client issues and concerns efficiently and effectively
• Document client interactions and maintain accurate records in our system
• Collaborate with internal teams to ensure client needs are met
• Provide feedback on service trends to improve client experience
• Conduct follow-ups with clients to ensure satisfaction with solutions provided

Benefits

• 16 paid holidays, including your birthday
• 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
• Medical, Dental & Vision coverage
• 401(k) with company match
• Voluntary benefits, including Pet Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees