Remote Client Associate

Nuvant Consulting Group; United States; Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k

Paid Time Off

Fully Remote Role

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Communication

Time Management

Remote Work

Independent Work

Client Service

Education

High School Diploma or College Degree

Job description

Remote Account Associate

Nuvant is seeking Account Associates to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and helping people make informed decisions, this is an excellent opportunity to grow your career.

Core Responsibilities

• 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

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

What We Offer

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• A fully remote role with flexible scheduling
• Supportive team environment with ongoing training and mentorship
• Clear pathways for advancement within the company