Customer Relations Specialist jobs in United States
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Acumen Fiscal Agent · 18 hours ago

Customer Relations Specialist

Acumen Fiscal Agent is a leading provider of fiscal agent services dedicated to helping individuals live empowered lives. They are seeking a Customer Relations Specialist to ensure clients receive top-level support, manage inquiries, and enhance client satisfaction through effective communication and problem-solving.

Financial Services

Responsibilities

Act as the primary point of contact for clients, responding to inquiries and providing detailed information about services
Resolve client issues and concerns in a timely and effective manner
Document client interactions and maintain accurate records of communications
Gather feedback from clients to enhance service delivery and support continuous improvement
Coordinate with internal departments to ensure client needs are met and issues are addressed
Educate clients and their families on available resources and services
Promote a client-centered approach in all communications and interactions

Qualification

Customer service experienceCommunication skillsCRM software proficiencyOrganizational skillsEmpathy

Required

High school diploma or equivalent is required; associate degree or higher in a related field is preferred
Experience in customer service or client relations, preferably in a social services or healthcare environment
Strong verbal and written communication skills
Demonstrated ability to handle difficult conversations and solve problems effectively
Excellent organizational skills and attention to detail
Proficiency in Microsoft Office Suite and familiarity with CRM software
Empathy and a strong commitment to client satisfaction
Ability to work collaboratively in a team environment and independently as required

Preferred

associate degree or higher in a related field

Benefits

16 paid holidays, including your birthday!
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
Medical, Dental & Vision coverage
401(k) with company match
Voluntary benefits, including Pet Insurance

Company

Acumen Fiscal Agent

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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.

Funding

Current Stage
Growth Stage

Leadership Team

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Austin Hancock
Chief Financial Officer
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Matthew Dee
Chief Information Officer
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Company data provided by crunchbase