Client Services Agent

Acumen Fiscal Agent

. Enroll, educate, and support Acumen clients throughout their lifecycle .

Posted 10/23/2026full-timeRemote • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills and effective communication abilities while managing client relationships and inquiries. Proficient in data entry and familiar with compliance regulations, ensuring accurate processing and support for clients throughout their lifecycle.

Highest-signal resume keywords

Data Entry ExperienceCustomer Service SkillsEffective Communication SkillsMicrosoft Office ProficiencyCompliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryMicrosoft WordMicrosoft ExcelMicrosoft PowerPointInternet NavigationEmail ManagementPDF HandlingBasic Math SkillsAttention to DetailCritical Thinking

Soft Skills

Organizational SkillsTime ManagementPatiencePerseveranceAbility to Work Independently

Certifications & Qualifications

High School Diploma or EquivalentState-Required Certifications

Industry Keywords

Client RelationsComplianceCustomer SupportCommunity OutreachElectronic Communication

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Enroll, educate, and support Acumen clients throughout their lifecycle
Support employers and employees during enrollment
Process paperwork and manage electronic communications
Perform accurate data entry across multiple databases while meeting deadlines
Establish and maintain relationships with clients, program contacts, third-party organizations, families, and support coordinators
Stay current on program rules, regulations, and implementation needs and explain them to stakeholders
Act as a communication liaison between clients and Acumen departments
Receive, research, and resolve client inquiries within contractual timeframes
Ensure compliance with state and federal guidelines
Manage escalated issues involving client families and states
Develop strategies supporting existing-program growth through marketing, education, and community outreach
Collaborate with internal departments to address issues effectively
Manage fluctuating call and email volume
Provide customer service through phone and electronic communication
Work established hours with occasional weekends, weeknights, and holidays
Support the company’s compliant cybersecurity posture
Perform other related duties as assigned

Requirements

What you’ll need

At least one year of experience with data entry
Prior experience in customer service and/or client relations
Ability to work independently with limited supervision
Effective oral and written communication skills
Ability to work in a fast-paced environment
Ability to handle fluctuating inbound and outbound call volume
Flexible schedule, including weekends, weeknights, and holidays
Experience working with multiple applications simultaneously
Ability to prioritize and handle competing requests
Knowledge of Microsoft Word, Excel, PowerPoint, Internet, Email, and PDFs
Patience, perseverance, and follow-through mentality
Attention to detail and critical thinking skills
Ability to handle responsibility with limited supervision
High standard of integrity
Basic math skills
Organizational skills, time management, and task orientation
Ability to handle complex clients
Ability to plan for and meet multiple deadlines
High school diploma or equivalent; some college preferred (or equivalent work experience)
Willingness to obtain certain state-required certifications
Ability to travel, including overnight travel, if required by the program
Valid driver's license and automobile insurance within the state of residence, if required by the program
Secure remote workspace with high-speed internet when applicable
Ability to sit for extended periods and perform repetitive data-entry and office-equipment tasks
Ability to work under stressful conditions and manage multiple assignments with deadlines

Benefits

Comp & perks

Company-sponsored medical, dental, and vision insurance for eligible employees and dependents
Access to additional voluntary benefits
401(k) plan after 90 days of continuous employment
Wellness initiatives
Employee Assistance Program (EAP)
Accrued Paid Time Off (PTO)
Paid Sick Time (PST)
14 paid federal holidays annually
Employee birthday holiday
Secure remote workspace with high-speed internet when applicable