Client Services Agent
Company:Acumen Fiscal Agent
Location:Missouri, United States
Languages:English
Skills:
Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceAttention to detailOrganizational skillsWritten communicationMultitaskingDocumentationExcellent communication skillsProblem-solving skillsVerbal communicationActive listeningClient relationship managementStrong communication skillsComputer skillsTechnical supportCRMCustomer support
Requirements:
Must be able to work remotely 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
Responsibilities:
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
