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Lever, Inc. seeks a client-facing specialist for a fully remote role in financial services. You'll enroll and support clients who asked for guidance, pairing with a growing team and mentors to help you succeed.
You will work from home, presenting to families via web sessions, with a schedule that adapts to real life and a portfolio you continue to serve beyond one-off calls. Training and leaders stay involved to ensure you grow, while you manage ongoing client relationships and conversations
Lever, Inc. seeks a client-facing specialist for a fully remote role in financial services. You'll enroll and support clients who asked for guidance, pairing with a growing team and mentors to help you succeed.
You will work from home, presenting to families via web sessions, with a schedule that adapts to real life and a portfolio you continue to serve beyond one-off calls. Training and leaders stay involved to ensure you grow, while you manage ongoing client relationships and conversations