Remote Account Advisor – Client Solutions

Nuvant Consulting Group; Denver (CO); On-site; USD 40,000 - 56,000; Full time

Job summary

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

The role features a work-from-home setup with a flexible schedule, a competitive base salary with potential performance-based bonuses, comprehensive benefits, and ongoing training to support client retention and

Qualifications

• High school diploma or college degree preferred.
• Experience in sales, lead generation, or customer service is a plus.
• Able to work independently in a work from home environment.

Responsibilities

• Proactively reach out to clients and handle inbound inquiries.
• Discuss client goals and align solutions accordingly.
• Provide clear explanations of services and next steps.
• Track activity and maintain up-to-date records in CRM.
• Support retention efforts through ongoing communication.

Skills

Customer service

Sales

Lead generation

Communication

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group is seeking an Account Specialist to support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

The role features a work-from-home setup with a flexible schedule, a competitive base salary with potential performance-based bonuses, comprehensive benefits, and ongoing training to support client retention and