Remote Client Care Specialist - Financial Services

Lever, Inc.; Caldwell (ID); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

The position offers the ability to work from home with web presentations, a schedule you can build around real life, and the chance to serve a portfolio of clients over time with meaningful, ongoing impact.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver web presentations to client groups.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving tools and mentorship.

The position offers the ability to work from home with web presentations, a schedule you can build around real life, and the chance to serve a portfolio of clients over time with meaningful, ongoing impact.