Remote Client Care Specialist - Financial Services

Lever, Inc.; Unalaska (AK); Remote; USD 50,000 - 80,000; Full time

Job summary

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

This position emphasizes clear, human communication, disciplined self-management, and a proven process mindset, with opportunities to discuss benefits and build lasting client relationships.

Qualifications

• Clear, human communication style.
• Ability to work independently without micro-management.
• Willingness to follow a proven sales/support process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Engage clients in a client-facing, remote financial services environment.
• Collaborate with a growing team with mentorship and structured tools.

Skills

Client communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

This position emphasizes clear, human communication, disciplined self-management, and a proven process mindset, with opportunities to discuss benefits and build lasting client relationships.