Remote Client Support Specialist — Financial Services

AO Garcia Agency; Kirkland (WA); Remote; USD 60,000 - 90,000; 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 request guidance, work with a team that provides mentorship, and benefit from leaders who stay involved in your development.

The position offers a structured schedule that adapts to real life, with opportunities to contribute meaningfully to client outcomes and ongoing engagements.

Qualifications

• Client-facing role with fully remote setup in financial services.
• Enrollees are guided and supported with mentorship.
• Training and leaders stay involved.
• Schedule that fits real life and home office setup.

Responsibilities

• Enroll and support clients who request guidance.
• Use a proven process for client interactions.
• Contribute to benefits discussions beyond sales talk.

Skills

Clear communication

Self-motivation

Process adherence

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 request guidance, work with a team that provides mentorship, and benefit from leaders who stay involved in your development.

The position offers a structured schedule that adapts to real life, with opportunities to contribute meaningfully to client outcomes and ongoing engagements.