Remote Client Account Advisor - Flexible Scheduling

Nuvant Consulting Group; États-Unis; À distance; USD 42 000 - 68 000; Plein temps

Avantages offerts par ce poste

Remote-friendly

Bonuses and incentives

Flexible scheduling

Résumé du poste

Nuvant Consulting Group is seeking a Remote Client Account Representative to be the first contact for individuals and small businesses exploring financial solutions. You’ll listen, qualify needs, and guide clients toward suitable services.

In this remote role you’ll handle onboarding, respond to inquiries, and maintain ongoing relationships to support retention. A collaborative team environment and opportunities for mentorship and growth are provided.

Qualifications

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities in a remote environment.
• Proactive, self-motivated, and comfortable working independently.
• Experience in client service, account management, or sales is a plus but not required.

Responsabilités

• Initiate conversations with potential clients and respond to inbound inquiries
• Understand each client’s unique goals, challenges, and decision-making process
• Recommend tailored financial solutions based on client input and available data
• Guide clients through onboarding, product selection, and service implementation
• Maintain regular contact with clients to support retention and satisfaction
• Communicate insights and client feedback to internal teams to help improve offerings

Connaissances

Communication

Interpersonal skills

Time management

Remote work

Self-motivated

Independent work

Client service

Sales

Organization

Formation

High school / college degree

Description du poste

Nuvant Consulting Group is seeking a Remote Client Account Representative to be the first contact for individuals and small businesses exploring financial solutions. You’ll listen, qualify needs, and guide clients toward suitable services.

In this remote role you’ll handle onboarding, respond to inquiries, and maintain ongoing relationships to support retention. A collaborative team environment and opportunities for mentorship and growth are provided.