Remote Client Services Advocate - Financial Guidance

AO Garcia Agency; Pueblo (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist to enroll and support clients who asked for guidance in the financial services space.

You'll join a growing team with tools and mentorship, delivering meaningful work for families, and a schedule you can build around real life, while maintaining ongoing client relationships. This role emphasizes clear, human communication and a proven process for benefits conversations.

Qualifications

• Clear, human communication required.
• Ability to enroll and guide clients through processes.
• Comfort with a remote, self-managed work environment.

Responsibilities

• Enroll clients and support them in guidance engagements.
• Collaborate with the team and utilize provided tools.
• Balance multiple client requests with attention to detail.
• Maintain ongoing client relationships for continued service.

Skills

Client communication

Self-motivation

Independent work

Process adherence

Job description

Lever, Inc. is seeking a client-facing, fully remote specialist to enroll and support clients who asked for guidance in the financial services space.

You'll join a growing team with tools and mentorship, delivering meaningful work for families, and a schedule you can build around real life, while maintaining ongoing client relationships. This role emphasizes clear, human communication and a proven process for benefits conversations.