Virtual Client Onboarding Representative

Nuvant Consulting Group; Boston (MA); Remote; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k plan

Paid time off

Job summary

Nuvant Consulting Group is hiring Virtual Client Onboarding Representatives to assist new and prospective clients as they explore financial solutions aligned with their goals.

You will be a key first point of contact, guiding clients toward the next step and coordinating with the appropriate teams to ensure a smooth onboarding process.

Qualifications

• High school diploma or college degree preferred.
• Professional, friendly communicator who thrives in a client-facing environment.
• Organized and comfortable working in a work from home setting.
• People-first approach with strong listening and follow-up skills.
• Previous experience in sales, appointment setting, or client-facing role a plus.

Responsibilities

• Serve as the primary virtual point of contact for new and incoming clients.
• Initiate outbound calls, emails, and messages to welcome and onboard clients.
• Engage in conversations to discover client needs and goals.
• Clearly explain service offerings and recommend next steps.
• Schedule follow-up calls or connect clients with the right team members.
• Maintain detailed and accurate client records in our CRM system.

Skills

Client communication

Organization

Work from home

Listening and follow-up

Sales exposure

Education

High school diploma

College degree preferred

Tools

CRM system

Job description

Virtual Client Onboarding Representative

About the Role

Nuvant is hiring Virtual Client OnboardingRepresentatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you\'ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.

Core Responsibilities

• Serve as the primary virtual point of contact for new and incoming clients
• Initiate outbound calls, emails, and messages to welcome and onboard clients
• Engage in conversations to discover client needs and goals
• Clearly explain service offerings and recommend next steps
• Schedule follow-up calls or connect clients with the right team members
• Maintain detailed and accurate client records in our CRM system

Qualifications

• High school diploma or college degree preferred
• Professional, friendly communicator who thrives in a client-facing environment
• Organized and comfortable working in a work from homesetting
• A people-first approach with strong listening and follow-up skills
• Previous experience in sales, appointment setting, or client-facing role a plus

What We Offer

• Competitive base salary plus performance-based bonuses and incentives.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• Flexibility with structured support
• Opportunities for advancement with a growing company
• A team culture that values professionalism and performance