Bilingual Client Services Agent

Oklahoma City, OK, USA|Remote, Onsite

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $14.00 - $19.00
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Work Schedule

Standard Hours
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Benefits

16 Paid holidays
Paid Time Off
Paid sick time
Employee Recognition Program
Employee assistance program
Referral program
Paid parental leave
Medical Coverage
dental coverage
vision coverage
401(k) with Company Match
Voluntary benefits including pet insurance

Job Description

Acumen Fiscal Agent is a renowned organization with a mission focused on empowering individuals who are disabled, military veterans, and the elderly to lead more independent and enriched lives. Established 30 years ago, Acumen emerged from a revolutionary idea to simplify and personalize self-directed home care services. Over the decades, Acumen has evolved into one of the nation's largest and most trusted providers of fiscal agent services. The company doesn't just handle payroll and paperwork; it is deeply committed to helping people achieve fuller lives through independence and tailored care solutions.

As a Bilingual Client Services Agent at Acumen ... Show More

Job Requirements

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

Job Qualifications

  • 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 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

Job Duties

  • 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

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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