Talent.com
Client Services Agent

Client Services Agent

Acumen Fiscal AgentLenexa, KS, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

🌎 Change the world. Get paid for it .

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.

💡About US

Acumen Fiscal Agent began 30 years ago with a bold idea : There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.

Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services.

We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful!

💼 What is the job?

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

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

Requirements

  • 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
  • Previous experience in customer service or client support is preferred
  • Familiarity with financial services or a relevant industry is a plus
  • Ability to work independently in a remote setting
  • Experience with customer relationship management (CRM) tools is beneficial
  • Strong organizational skills and capacity to manage multiple tasks
  • Strong knowledge of excel and computer systems
  • Benefits

    ♥️What's in It for You?

  • 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
  • 💭What Do You Think? Are You Ready to Make a Difference in Someone’s Life Every Single Day?

    Apply today and be part of a team that values compassion, accountability, and purpose. Let’s make self-direction more personal, together .

    serp_jobs.job_alerts.create_a_job

    Client Service • Lenexa, KS, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Morgan StanleyKansas City, MO, US
    serp_jobs.job_card.full_time
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitLee's Summit, Missouri
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitLee's Summit, Missouri
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitIndependence, Missouri
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Insurance Sales Agent - Luxury Travel Incentives

    Insurance Sales Agent - Luxury Travel Incentives

    Platinum Supplemental InsuranceLiberty, Missouri
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Services Specialist

    Client Services Specialist

    VirtualVocationsKansas City, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for future opportunities in Client Services.Key Responsibilities Support merchant success initiatives Provide technical support for payment solutions Ensure compliance with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitLee's Summit, Missouri
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Analyst

    Client Services Analyst

    VirtualVocationsKansas City, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Analyst I (Fully Remote - USA).Key Responsibilities Process incoming prior authorization and referral requests, ensuring accuracy and compliance with re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Services Representative

    Client Services Representative

    VirtualVocationsKansas City, Kansas, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Representative to interact with clients and assist with account handling.Key Responsibilities Maintain and develop constructive relationships with clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Representative

    Client Services Representative

    NetsmartOverland Park, KS, US
    serp_jobs.job_card.full_time
    Help Desk Resolution And Service Desk Delivery Support.Provide help desk resolution and service desk delivery support.Address and resolve basic and routine support requests.Adhere to Netsmart proce...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitSMITHVILLE, Missouri, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Insurance Sales Agent - Completed Training Required

    Insurance Sales Agent - Completed Training Required

    Platinum Supplemental InsuranceLeavenworth, Kansas
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Insurance Sales Agent - Overnight Travel Required

    Insurance Sales Agent - Overnight Travel Required

    Platinum Supplemental InsuranceLiberty, Missouri
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Success Agent

    Client Success Agent

    VirtualVocationsKansas City, Missouri, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Success Agent to provide exceptional voice support for clients enrolled in a debt settlement program. Key Responsibilities Utilize client relationship management ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Business Process Specialist, Private Client Services

    Business Process Specialist, Private Client Services

    Marsh LLCKansas City, MO, United States
    serp_jobs.job_card.permanent
    Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
    • serp_jobs.job_card.promoted
    Entry Level Insurance Sales - Bonuses and Travel Incentives

    Entry Level Insurance Sales - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceLiberty, Missouri
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitSMITHVILLE, Missouri, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    National Account Client Service Associate

    National Account Client Service Associate

    American Century InvestmentsKansas City, MO, US
    serp_jobs.job_card.full_time
    The primary responsibility of the National Account Client Service Associate is to partner with National Account and Platform Development Teams to perform critical support to business, operational a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days