Client Services Agent

Client Services Agent Remote / Field-Based (3 Openings)

Location : Alabama (preferred) Tennessee Georgia (south of Atlanta) or Mississippi (within 1 2 hours of the Alabama border)

Pay : $23 per hour to start with potential increase after 90 days

Bonuses : Monthly performance-based bonus tied to client enrollments

Travel : Mileage hotel and meal expenses fully reimbursed

About the Role

We are seeking motivated and service-oriented Client Services Agents to join a growing financial services organization that helps individuals and families manage self-directed care this position you will support clients through the enrollment process ensure compliance with state and federal program requirements and provide ongoing service to enhance satisfaction and retention.

This role offers a blend of remote work and in-person client visits at homes community sites or local meeting spots. Its ideal for professionals who enjoy building relationships problem-solving and making a positive impact in their community.

Key Responsibilities

Guide clients through the enrollment process and ensure accurate documentation.

Manage client communications via phone email and in-person meetings.

Maintain detailed records and perform data entry across multiple systems.

Build and maintain strong relationships with clients families and program partners.

Stay up to date on program guidelines and effectively communicate updates.

Support internal teams by resolving issues and sharing client feedback.

Participate in outreach and education activities to promote program growth.

Qualifications

Minimum 2 years of experience in customer service case management or administrative support (experience in financial services healthcare or social services preferred).

Strong communication organizational and interpersonal skills.

High attention to detail and accuracy in data management.

Proficient with technology and able to navigate multiple databases.

Comfortable with travel and flexible scheduling including occasional evenings or weekends.

Compensation and Benefits

Competitive hourly rate with opportunities for performance-based increases.

Comprehensive benefits package including health dental and vision insurance.

401(k) with company match.

Paid time off holidays and parental leave.

Paid sick time and employee assistance programs.

Pet insurance and referral bonuses.

All travel expenses reimbursed.

If youre passionate about helping others achieve financial and personal independence and thrive in a role that combines client service outreach and administrative excellence we encourage you to apply

Key Skills

Computer Science,Continuous Integration,Fraud,Intake Experience,Law Enforcement,Usability,Analysis Skills,Computer Forensics,Driving,Teaching,Counterintelligence,Sass

Employment Type : Full Time

Experience : years

Vacancy : 1