Client Services Agent

Acumen Fiscal Agent•Ogden, UT

34d•Hybrid

About The Position

Acumen Fiscal Agent is seeking a Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele. As a 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 communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.

Requirements

Fluency in English, with excellent verbal and written skills
Strong problem-solving abilities and attention to detail
Previous experience in customer service or client support is preferred
Ability to work independently in a remote setting
Strong organizational skills and capacity to manage multiple tasks
Strong knowledge of excel and computer systems

Nice To Haves

Familiarity with financial services or a relevant industry is a plus
Experience with customer relationship management (CRM) tools is beneficial

Responsibilities

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
Must be able to work in the office 3 days a week

Benefits

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