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Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, with access to tools and mentorship while building meaningful, long-term relationships.
You’ll work in a structure that emphasizes real-life scheduling, portfolio continuity, and ongoing client support rather than one-off calls. Training and leadership involvement are highlighted in the role.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.