Remote Account Specialist

Nuvant Consulting Group; New York (NY); Remote; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Flexible remote schedule

Career growth opportunities

Collaborative remote culture

Job summary

Nuvant Consulting Group is seeking a Remote Account Specialist to engage with individuals and small businesses, understanding goals and guiding them to suitable financial solutions. You’ll be a trusted advisor, building relationships and delivering personalized recommendations in a flexible remote setting.

In this role you’ll manage onboarding, maintain CRM records, and collaborate with teams to ensure client success, while enjoying competitive compensation, benefits, and growth opportunities in

Qualifications

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Comfortable working independently in a remote environment.

Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups.
• Learn about each client’s goals and provide personalized recommendations.
• Support clients through onboarding and ensure smooth product setup.
• Maintain accurate and detailed client records in CRM systems.
• Conduct periodic check-ins to provide ongoing support and strengthen relationships.
• Collaborate with internal teams to ensure client satisfaction and success.

Skills

Communication skills

Interpersonal skills

Organization

Remote work

Account management experience

Education

High school diploma

College degree

Job description

About the Role

We’re looking for Remote Account Specialists to help individuals and small businesses discover financial solutions that fit their goals. In this role, you’ll serve as a trusted advisor - building meaningful client relationships, understanding unique needs, and guiding them toward the right financial path. If you enjoy helping people make informed decisions and value the flexibility of remote work, this role is for you.

Key Responsibilities

• Connect with prospective and existing clients through calls, emails, and follow-ups
• Learn about each client’s goals and provide personalized recommendations
• Support clients through onboarding and ensure smooth product setup
• Maintain accurate and detailed client records in CRM systems
• Conduct periodic check-ins to provide ongoing support and strengthen relationships
• Collaborate with internal teams to ensure client satisfaction and success

Qualifications

• High school diploma or college degree preferred
• Excellent communication and interpersonal skills
• Strong organizational skills and ability to manage multiple client accounts
• Comfortable working independently in a remote environment
• Prior experience in account management, client services, or sales is a plus

What We Offer

• Competitive base salary plus performance bonuses and incentives
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
• Flexible remote work schedule with structured support
• Career growth opportunities within a rapidly expanding company
• A collaborative, mission-driven remote team culture