Remote Client Advisor

Nuvant Consulting Group; United States; A distancia; USD 42.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

401k

Paid Time Off

Fully Remote Role

Descripción de la vacante

Nuvant Consulting Group is seeking a Remote Account Associate to join our growing team. You’ll be the first point of contact for individuals and small businesses, understanding goals and matching them with suitable financial solutions.

You will guide clients through onboarding, product selection, and service implementation while maintaining ongoing contact to support retention and satisfaction. This is a fully remote role with opportunities for growth and mentorship.

Formación

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities in a remote environment.

Responsabilidades

• Initiate conversations with potential clients and respond to inquiries.
• Understand each client’s goals and decision process.
• Recommend tailored financial solutions based on client input and data.

Conocimientos

Communication

Time Management

Remote Work

Independent Work

Client Service

Educación

High School Diploma or College Degree

Descripción del empleo

Nuvant Consulting Group is seeking a Remote Account Associate to join our growing team. You’ll be the first point of contact for individuals and small businesses, understanding goals and matching them with suitable financial solutions.

You will guide clients through onboarding, product selection, and service implementation while maintaining ongoing contact to support retention and satisfaction. This is a fully remote role with opportunities for growth and mentorship.