Remote Client Care Specialist - Financial Services

Lever, Inc.; Elyria (OH); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Fully remote work

Mentorship program

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in a financial services context. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This role emphasizes clear, human communication, disciplined independence, and adherence to a proven process, with a schedule that fits real life and ongoing professional development.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance
• Work with a growing team, with mentorship
• Provide client-facing support in a fully remote setup

Skills

Clear communication

Client support

Self-motivation

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist in a financial services context. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This role emphasizes clear, human communication, disciplined independence, and adherence to a proven process, with a schedule that fits real life and ongoing professional development.