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Acumen Fiscal Agent · 3 months ago

Client Services Agent

Lenexa, KS

Full-time

Onsite

New Grad, Entry Level

$40K/yr - $44K/yr

Acumen Fiscal Agent is on a mission to help the disabled, military veterans, and the elderly live more independent lives. They are seeking a Bilingual Client Services Agent to provide exceptional support to Spanish-speaking clients, ensuring clear communication and high standards of customer care.

Financial Services

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

Qualification

Bilingual communicationCustomer service experienceCRM tools experienceProblem-solving abilitiesFinancial services knowledgeExcel proficiencyOrganizational skillsAttention to detail

Required

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

Ability to work independently in a remote setting

Strong organizational skills and capacity to manage multiple tasks

Strong knowledge of excel and computer systems

Preferred

Previous experience in customer service or client support is preferred

Familiarity with financial services or a relevant industry is a plus

Experience with customer relationship management (CRM) tools is beneficial

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

Company

Acumen Fiscal Agent

At Acumen Fiscal Agent, we strive to simplify life for veterans, aging adults, and individuals with physical, intellectual, and developmental disabilities by providing fiscal management services that have a positive and long-lasting impact on their lives.

Founded in 1995