Remote Client Portfolio Growth Partner

Lever, Inc.; Baton Rouge (LA); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing support professional for a fully remote role in financial services. You will enroll and guide clients, paired with a growing team, with tools and mentorship to succeed.

You will handle training and ongoing client engagement, building relationships while delivering value through a proven process. The role emphasizes clear communication, self-motivation, and the ability to work independently from home.

Qualifications

• Clear and human communication
• Self-motivation with minimal supervision
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide onboarding and ongoing client assistance in a remote setup.

Skills

Clear communication

Self-motivation

Process discipline

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing support professional for a fully remote role in financial services. You will enroll and guide clients, paired with a growing team, with tools and mentorship to succeed.

You will handle training and ongoing client engagement, building relationships while delivering value through a proven process. The role emphasizes clear communication, self-motivation, and the ability to work independently from home.