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Lever, Inc. is seeking a client-facing, fully remote role within financial services. You will enroll and support clients who ask for guidance while working with a growing team and mentors who stay involved. The position offers a schedule you can build around real life and ongoing engagement with a portfolio you keep serving, not just one-off calls.
You will be part of a process-driven environment that emphasizes clear communication and benefits conversations as part of client support.
Client-facing, fully remote, financial services.
You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.