Client Support Specialist - Work From Home

Lever, Inc.; Bozeman (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, perform structured daily activities, and provide coaching as you ramp up. The role emphasizes timely follow-up, professional video presence, and rapid learning on tools to serve clients.

Qualifications focus on on-time follow-up, respectful client interactions, and quick adaptation to new tools in a fully remote setup.

Qualifications

• On-time follow-up is essential.
• Maintain a professional video presence for remote interactions.
• Learn new tools quickly to support clients.
• Respect for the client in every engagement.

Responsibilities

• Engage with warm leads in a remote, financial-services context.
• Provide coaching and guidance as you ramp.
• Maintain structured daily routines to maximize productivity.

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