Remote Client Experience Leader — Flexible Schedule

AO Garcia Agency; Saint Petersburg (FL); Remote; USD 42,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using a proven process and clear communication.

You will join a growing team, receive mentorship, and benefit from a flexible schedule that fits real life while delivering meaningful work for families.

This role emphasizes consistent, personable engagement and long-term client relationships, beyond one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work independently without constant supervision.
• Open to a proven process and guidelines.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide ongoing client support and relationship building in a remote setting.

Skills

Clear communication

Self-motivation

Adaptability

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using a proven process and clear communication.

You will join a growing team, receive mentorship, and benefit from a flexible schedule that fits real life while delivering meaningful work for families.

This role emphasizes consistent, personable engagement and long-term client relationships, beyond one-off calls.