Remote Client Care Specialist - Financial Services

Lever, Inc.; Provo (UT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Home office

Training and mentorship

Flexible schedule

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, working with a growing team and mentors, using a proven process.

You will build trusted relationships with families, participate in ongoing training with leaders who stay involved, and shape a schedule that fits real life while managing a portfolio of client engagements you keep serving.

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 and mentorship to delivery client-focused outcomes

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, working with a growing team and mentors, using a proven process.

You will build trusted relationships with families, participate in ongoing training with leaders who stay involved, and shape a schedule that fits real life while managing a portfolio of client engagements you keep serving.