Client Onboarding Coordinator - Remote

Lever, Inc.; Elyria (OH); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. in the United States is seeking a remote financial-services professional to engage with warm leads, provide coaching as you ramp, and help clients protect their income and future.

No office is required and training is provided. The role emphasizes structured days, fast tool adoption, and strong client respect in a supportive, results-oriented environment.

Qualifications

• On-time follow-up with leads and clients.
• Maintain a professional video presence during virtual meetings.
• Quickly learn new tools and processes used for client conversations.
• Demonstrate respect for clients and their goals.

Responsibilities

• Discuss with warm leads and coach clients as they ramp.
• Structure days for remote financial-services tasks.
• Provide guidance and support to improve client outcomes.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client