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Client Services Agent
Acumen Fiscal Agent. Enroll, educate, and support Acumen clients throughout their lifecycle .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relations and customer service skills while effectively managing data entry and communication across multiple platforms. Maintains compliance with state and federal guidelines and adapts to fluctuating workloads and schedules.
Highest-signal resume keywords
Data Entry ExperienceCustomer Service SkillsEffective Communication SkillsMicrosoft Office ProficiencyAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryClient RelationsCompliance ManagementCritical ThinkingProblem Resolution
Soft Skills
Effective CommunicationAbility to Work IndependentlyAttention to DetailFlexibilityStress Management
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointEmailInternet
Certifications & Qualifications
State-Required Certifications
Industry Keywords
Client SupportProgram RulesCommunity OutreachCybersecurity ComplianceStakeholder Communication
Tech Stack
Tools & technologiesCyber 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
- Establish and maintain relationships with clients, program contacts, and third-party organizations
- Stay current on program rules, regulations, and implementation requirements
- Explain program rules to internal and external stakeholders
- Liaise 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 program growth through marketing, education, and community outreach
- Collaborate with internal departments to address issues
- Manage fluctuating call and email volume
- Provide customer service by phone and electronic communication
- Work occasional weekends, weeknights, and holidays as needed
- 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
- Works well independently with limited supervision
- Effective communication skills and ability to work in a fast-paced environment
- Prior experience in customer service and/or client relations
- 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
- Professional oral and written communication skills
- Attention to detail and critical thinking skills
- High school diploma or equivalent with some college preferred (or equivalent work experience)
- Ability to handle complex clients and meet multiple deadlines
- 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 if required by the program
- Secure remote workspace with high-speed internet when applicable
- Ability to maintain confidentiality and communicate with diverse stakeholders
- Ability to work under stressful conditions and handle multiple assignments with specific deadlines