Remote Client Services Lead — Mentor & Grow the Team

Lever, Inc.; Lafayette (LA); Remote; USD 60,000 - 85,000; Full time

Job summary

Lever, Inc. is a fully remote client-facing role within financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The role emphasizes work that matters to families, a schedule you can build around real life, and a portfolio you keep serving rather than a stack of one-off calls. Training and leaders stay involved.

Qualifications

• Clear, human communication style in client interactions.
• Ability to work independently with minimal supervision.
• Willingness to follow a proven process and guidance.
• Interest in discussing benefits and value with clients.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver client-focused guidance in a fully remote setting.
• Manage ongoing client relationships and reinforce value.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

Lever, Inc. is a fully remote client-facing role within financial services. You will be paired with a growing team, given tools and mentorship, and you will enroll and support clients who asked for guidance.

The role emphasizes work that matters to families, a schedule you can build around real life, and a portfolio you keep serving rather than a stack of one-off calls. Training and leaders stay involved.