Remote Client Services Specialist — Flexible Schedule

Lever, Inc.; Merrimack (NH); Remote; USD 52,000 - 72,000; Full time

Job summary

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

You will present and run web sessions from a home office, empowering families with practical solutions while following a proven process and a schedule that fits real life. This position emphasizes clear communication and a genuine client-centric approach.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Openness to a proven process and structured workflows.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Onboard and support clients who seek guidance.
• Deliver client-focused training and web presentations.
• Maintain proactive client relationships and follow established processes.
• Collaborate with a growing team and mentors to ensure client success.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

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

You will present and run web sessions from a home office, empowering families with practical solutions while following a proven process and a schedule that fits real life. This position emphasizes clear communication and a genuine client-centric approach.