Client Services Agent - Remote

Overview

Acumen Fiscal Agent is seeking a dedicated Client Services Agent to provide exemplary support to clients in California, working remotely from home.

In Short

• Work remotely from California
• Provide support and guidance on financial products
• Respond to client inquiries via phone, email, and chat
• Resolve client issues efficiently
• Document client interactions accurately
• Collaborate with internal teams
• Conduct follow-ups to ensure client satisfaction
• Opportunity for professional growth
• Empower clients to live independent lives
• Join a meaningful mission

Requirements

• Exceptional communication skills
• Understanding of financial services
• Passion for customer service
• Ability to manage client inquiries
• Problem-solving skills
• Detail-oriented for accurate documentation
• Team collaboration abilities
• Ability to provide constructive feedback
• Motivated and dedicated work ethic
• Experience in client services preferred

Benefits

• Remote work flexibility
• Supportive and dynamic work environment
• Opportunity to make a significant impact
• Professional development opportunities
• Meaningful work helping clients
• Access to company resources and support
• Empowerment to deliver outstanding service
• Contribute to the success of clients' financial journeys
• Work with a trusted organization in the industry
• Engagement in a mission-driven company