Remote Client Care Specialist – Financial Services
AO Garcia Agency
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Job summary
Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, with mentorship and the right tools.
Join a growing team that values training and involved leaders. You’ll work on benefits conversations, build trust with families, and manage a portfolio of clients with a schedule you can align to real life. This role emphasizes clear communication and a proactive process, offering meaningful work and the
Job description
Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, with mentorship and the right tools.
Join a growing team that values training and involved leaders. You’ll work on benefits conversations, build trust with families, and manage a portfolio of clients with a schedule you can align to real life. This role emphasizes clear communication and a proactive process, offering meaningful work and the
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