Client Services Representative

• 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

Client Services Agent

• Serve as the primary point of contact for high-profile clients.
• Provide tax planning, compliance, and consulting services tailored to clients’ unique needs.
• Stay current on industry trends, tax laws, and regulations.
• Ensure the firm offers cutting-edge tax solutions.
• Mentor and develop junior staff members.
• Foster a culture of learning, growth, and collaboration within the tax department.

Senior Tax Manager – Private Client Services

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm
• Maintain full awareness of the assigned client base, including special needs and ongoing tasks
• Serve as the primary owner of client requests, engaging directly with clients to understand needs
• Coordinate execution across internal and external partners
• Track progress through completion and proactively communicate status updates and outcomes
• Communicate with advisors and internal teams regarding open tasks and client needs
• Serve as the subject matter expert on client account activity
• Monitor for issues and escalate accordingly
• Partner with custodians and internal service teams to resolve operational issues efficiently
• Maintain understanding of the investment approach and its intersection with the client process and experience
• Own the accuracy and completeness of client data in the CRM for the assigned client base
• Help clients maximize their opportunities as part of Aprio Advisory Group, LLC

Client Services Representative jobs in Kansas

Client Services Agent

Senior Tax Manager – Private Client Services

Wealth Client Service Associate