Client Services Representative

• Enroll, educate, and support Acumen clients throughout their lifecycle
• Support employers and employees during the enrollment process
• Process paperwork and manage electronic communications
• Perform accurate data entry across multiple databases
• Establish, foster, and grow relationships with clients and program contacts
• Understand and explain 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 involving client families and states
• Develop strategies to grow existing programs through marketing, education, and community outreach
• Collaborate with internal departments to address issues effectively
• 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

• Prepare and process new account opening requests for individual, joint, trust, retirement, beneficiary, and other common account registrations
• Review client information for completeness and consistency before submitting paperwork or electronic signature packets
• Coordinate account type, titling, beneficiaries, funding instructions, and supporting documentation
• Track new account paperwork through signature, submission, approval, funding, and confirmation
• Prepare and submit move money requests, including journals, ACH instructions, checks, wires, distributions, and contributions
• Verify transaction details and escalate requests requiring additional review or advisor confirmation
• Monitor transaction status and provide timely updates
• Process beneficiary, title, address, contact, trusted contact, and other account maintenance updates
• Maintain accurate client records and identify downstream tasks involving household records, portal access, billing, or reporting
• Support death claims, beneficiary claims, inherited account openings, and related transition documentation
• Prepare and submit ACATS and other incoming asset transfer paperwork
• Track transfers through completion, including rejections, residual sweeps, delays, and follow-up
• Provide front desk and phone coverage as needed
• Deposit client checks
• Perform ad hoc reporting and data management across CRM and other technology platforms
• Deliver polished, responsive, professional internal and client-facing service
• Protect confidential client information and follow secure data-handling procedures
• Own assigned requests from start to finish and balance speed with accuracy

Client Service Associate

• Manage day-to-day health plan relationships, program commitments and client communications
• Coordinate onboarding and ongoing delivery with clinical, outreach, scheduling, operations and data teams
• Monitor service levels, volumes, quality and deadlines
• Resolve issues before they become client escalations
• Lead business reviews with performance insights, action plans and accountable follow-through
• Keep client expectations, internal priorities and contractual deliverables aligned
• Connect payer priorities with operational delivery
• Turn performance data and client feedback into action

Client Services Representative jobs in Missouri

Client Services Agent

Client Service Associate

Client Services Account Manager, Payer Healthcare Services