Remote Client Services Associate — Flexible Schedule

Lever, Inc.; Tulsa (OK); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client enrollment specialist for a fully remote position in the financial services space. You will enroll and support clients who ask for guidance, and you will be paired with a growing team, receiving tools and mentorship to succeed.

The role emphasizes client-facing service, a schedule that fits real life, and involvement from leaders who stay engaged in your work. Expect meaningful, family-focused outcomes and ongoing professional development.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven enrollment process.
• Interest in discussing benefits with clients, not just selling energy.

Responsibilities

• Enroll and support clients who request guidance.
• Maintain client relationships while working remotely.
• Collaborate with a growing team and apply provided mentorship and tools.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client enrollment specialist for a fully remote position in the financial services space. You will enroll and support clients who ask for guidance, and you will be paired with a growing team, receiving tools and mentorship to succeed.

The role emphasizes client-facing service, a schedule that fits real life, and involvement from leaders who stay engaged in your work. Expect meaningful, family-focused outcomes and ongoing professional development.