Remote Client Advisor & Onboarding Specialist

Nuvant Consulting Group; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Comprehensive benefits

Flexible remote schedule

Career growth

Job summary

At Nuvant Consulting Group, we are seeking a Remote Account Specialist to help individuals and small businesses explore financial solutions that align with their goals. You will act as a trusted advisor, building meaningful client relationships and guiding them toward the right path.

You’ll connect with clients via calls and emails, understand their objectives, and provide personalized recommendations. This role offers flexible remote work, opportunities for growth, and a collaborative,

Qualifications

• Excellent communication and interpersonal skills required.
• Ability to manage multiple client accounts with strong organizational skills.
• Comfortable working independently in a remote environment.

Responsibilities

• Make calls and send emails to prospective and existing clients.
• Learn client goals and provide personalized recommendations.
• Assist clients through onboarding and product setup.
• Maintain accurate client records in CRM systems.
• Conduct periodic check-ins to sustain relationships.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Independent remote worker

Education

High school diploma or college degree

Job description

At Nuvant Consulting Group, we are seeking a Remote Account Specialist to help individuals and small businesses explore financial solutions that align with their goals. You will act as a trusted advisor, building meaningful client relationships and guiding them toward the right path.

You’ll connect with clients via calls and emails, understand their objectives, and provide personalized recommendations. This role offers flexible remote work, opportunities for growth, and a collaborative,