Remote Client Success Advisor - Financial Services

Lever, Inc.; Reading (Berks County); Remote; USD 50,000 - 65,000; 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, delivering clear, human communication and a process-driven experience.

You will work with a growing team, receive mentorship, and enjoy a schedule you can build around real life while focusing on benefits conversations and meaningful outcomes for families.

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor is required.
• Openness to a proven process is needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver a clear, helpful client experience.
• Maintain a process-driven approach to customer conversations.

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, delivering clear, human communication and a process-driven experience.

You will work with a growing team, receive mentorship, and enjoy a schedule you can build around real life while focusing on benefits conversations and meaningful outcomes for families.