Remote Client Engagement Specialist

Nuvant Consulting Group; Cincinnati (OH); On-site; USD 40,000 - 66,000; Full time

Benefits offered by this job

Competitive base salary + bonuses

Medical, dental, vision, 401k, PTO

WFH flexibility

Advancement opportunities

Professional team culture

Job summary

Nuvant Consulting Group is hiring a Virtual Client Representative to help prospective clients explore financial solutions and align with personal or business goals. You’ll be the first point of contact, guiding clients toward the next step and scheduling follow-ups.

Ideal candidates are strong communicators who can work independently from home, manage follow-ups, and log interactions in our CRM. A background in sales or appointment setting is a plus.

Qualifications

• High school diploma or college degree preferred.
• Confident, friendly communicator who thrives in a client-facing environment.
• Organized and comfortable working in a work from home setting.
• A people-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing role a plus.

Responsibilities

• Initiate outbound calls, emails, and messages to potential clients
• Respond promptly to inbound inquiries and guide clients through initial questions
• Engage in conversations to uncover client needs and goals
• Clearly explain service offerings and recommend next steps
• Schedule follow-up calls or connect clients with the right team members
• Log interactions and maintain accurate notes in our CRM

Skills

Communication

Listening

Follow-up

People skills

Education

High school diploma or college degree preferred

Tools

CRM software

Job description

Nuvant Consulting Group is hiring a Virtual Client Representative to help prospective clients explore financial solutions and align with personal or business goals. You’ll be the first point of contact, guiding clients toward the next step and scheduling follow-ups.

Ideal candidates are strong communicators who can work independently from home, manage follow-ups, and log interactions in our CRM. A background in sales or appointment setting is a plus.