Client Services Agent
$39,520–$41,600 year
On-site · Ogden, Utah, United States
Job Summary
The Client Services Agent at Acumen, LLC. is responsible for enrolling, educating, and supporting clients throughout their lifecycle with the organization. Key responsibilities include managing paperwork, accurate data entry into multiple databases, and fostering relationships with clients and program contacts. The position requires effective communication skills, the ability to work independently and handle a fluctuating volume of calls and emails, and compliance with state and federal guidelines. Qualifications needed include experience in data entry and customer service, proficiency in Microsoft Office suite, and strong organizational skills.
Required Qualifications
- At least one year of experience with data entry (manual keying in of information into databases)
- Prior experience in customer service and/or client relations
- Ability to handle fluctuating inbound and outbound call volume
- Experience working with multiple applications simultaneously
- Knowledge and experience using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs
- Ability to communicate both orally and in writing in a professional manner
- High standard of integrity
- Ability to use basic math skills
- Good interpersonal communication skills
- Ability to handle and accommodate complex clients
Desired Qualifications
- Willingness to obtain certain state required certifications
- Ability (if required by program) to travel, including overnight(s), via ground transportation and/or via flight
- Maintain a valid driver's license within the state of residence and valid automobile insurance (if required by program)
- Able to provide a secure remote workspace with high speed internet when applicable
Additional Requirements
- Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.