Remote Client Care Specialist - Financial Services

Lever, Inc.; Joliet (IL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Mentorship

Job summary

Lever, Inc. seeks a client-facing specialist to enroll and support clients in a fully remote role within financial services. You will be paired with a growing team, receive mentorship, and use provided tools to guide families and individuals.

Expect a schedule that fits real life and ongoing involvement from leaders who stay engaged. You will maintain a portfolio of client work, not one-off calls, with emphasis on clear communication and disciplined processes.

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• 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 and use provided tools and mentorship.
• Deliver remote, web-based presentations from a home office.
• Contribute to a portfolio of ongoing client interactions.

Skills

Clear communication

Client support

Self-motivation

Process oriented

Job description

Lever, Inc. seeks a client-facing specialist to enroll and support clients in a fully remote role within financial services. You will be paired with a growing team, receive mentorship, and use provided tools to guide families and individuals.

Expect a schedule that fits real life and ongoing involvement from leaders who stay engaged. You will maintain a portfolio of client work, not one-off calls, with emphasis on clear communication and disciplined processes.