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Acumen Fiscal Agent

Client Services Agent

Acumen Fiscal Agent

. Support employers and employees during enrollment .

Posted 10/20/2026full-timeRemote • Arizona • United StatesJunior💰 $21 - $23 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and client relations skills while effectively managing data entry and communication tasks. Capable of navigating multiple applications and maintaining compliance with state and federal guidelines.

Highest-signal resume keywords
Data Entry ExperienceCustomer Service SkillsEffective Communication SkillsMicrosoft Office ProficiencyOrganizational Skills

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data EntryCustomer ServiceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointEmail CommunicationInternet NavigationAttention to DetailBasic Math SkillsCritical Thinking
Soft Skills
PatiencePerseveranceTime ManagementTask OrientationFlexibility
Certifications & Qualifications
High School Diploma or EquivalentState-Required Certifications
Industry Keywords
Client RelationsComplianceCybersecurity PostureCommunity OutreachProgram Growth

Tech Stack

Tools & technologies
Cyber Security

About the role

Key responsibilities & impact
  • Support employers and employees during enrollment
  • Enroll, educate, and support Acumen clients throughout their lifecycle
  • Handle inbound and outbound phone calls and emails
  • Process paperwork and manage electronic communication
  • Perform accurate manual data entry across multiple databases
  • Establish, foster, and grow relationships with clients and program contacts
  • Understand and communicate program rules, regulations, and implementation needs
  • 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 with client families and states
  • Develop strategies supporting existing program growth through marketing, education, and community outreach
  • Collaborate with internal departments to resolve issues
  • Manage fluctuating call and email volume
  • Provide customer service via calls and electronic communication
  • Work assigned schedules, including occasional weekends, weeknights, and holidays
  • Perform other related duties as assigned
  • Maintain a positive and compliant cybersecurity posture
  • Use office equipment and perform extended data-entry work

Requirements

What you’ll need
  • At least one year of experience with data entry
  • Prior experience in customer service and/or client relations
  • Experience working with multiple applications simultaneously
  • Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email, and PDFs
  • Ability to work independently with limited supervision
  • Effective communication skills, orally and in writing
  • Ability to work in a fast-paced environment
  • Ability to handle fluctuating inbound and outbound call volume
  • Flexible schedule, including weekends, weeknights, and holidays
  • Ability to prioritize and handle competing requests
  • Patience, perseverance, and follow-through
  • Attention to detail and critical thinking skills
  • 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

Benefits

Comp & perks
  • Company-sponsored medical, dental, and vision insurance for eligible employees and dependents
  • Access to 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
  • Paid employee birthday holiday
  • Remote work arrangement