Remote Financial Services Client Success Specialist

Lever, Inc.; Kahului (HI); Remote; USD 50,000 - 75,000; 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 building trust across a growing client base.

You will work with mentors, use provided tools, and shape a schedule that fits real life. Expect to manage a portfolio of clients over time, focusing on benefits conversations and practical financial guidance rather than one-off calls.

Qualifications

• Clear, human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services information with clarity and empathy.
• Manage a portfolio of clients and nurture ongoing relationships.

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 building trust across a growing client base.

You will work with mentors, use provided tools, and shape a schedule that fits real life. Expect to manage a portfolio of clients over time, focusing on benefits conversations and practical financial guidance rather than one-off calls.