Remote Account Representative

Nuvant Consulting Group; Oregon; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k)

Paid time off

Flexible remote work schedule

Career advancement opportunities

Job summary

Nuvant Consulting Group is seeking a Remote Account Representative to support individuals and small businesses in exploring tailored financial solutions. You will be a reliable point of contact, helping clients understand options, navigate next steps, and build lasting relationships from home.

The role emphasizes client interaction, organization, and a flexible remote work setup, with opportunities for career advancement within a growing organization.

Qualifications

• Strong communication and relationship-building skills.
• Highly organized and comfortable working independently in a remote setting.
• Attention to detail and proactive service mindset.

Responsibilities

• Engage new and prospective clients through outreach and follow-ups.
• Understand clients' financial goals and recommend suitable solutions.
• Assist clients through onboarding and product setup; maintain CRM records.
• Provide ongoing support with regular check-ins and updates.

Skills

Clear communication

Relationship-building

Organizational skills

Attention to detail

Independent work

Education

High school diploma

College degree preferred

Job description

Remote Account Representative

About the Role

We're looking for an Account Representative to assist individuals and small businesses in exploring tailored financial solutions. In this role, you'll serve as a reliable point of contact—helping clients understand their options, navigate next steps, and build lasting relationships. This position is ideal for professionals who enjoy client interaction, organization, and the flexibility of working from home.

Core Responsibilities

• Connect with new and prospective clients through outreach and follow-ups
• Learn about each client's financial goals and challenges
• Present solutions that align with their needs and objectives
• Assist clients through onboarding and product setup
• Maintain detailed client information and activity logs in CRM tools
• Provide ongoing support through regular check-ins and service updates

Qualifications

• High school diploma required; college degree preferred
• Strong communication and relationship-building skills
• Highly organized and comfortable working independently in a remote setting
• A proactive, client-focused attitude with strong attention to detail
• Previous experience in customer service, account support, or sales is a plus

What We Offer

• Competitive base pay with performance-based bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Flexible remote work schedule with structured support
• Career advancement opportunities within a growing organization
• A collaborative and mission-driven remote team culture