Virtual Client Onboarding Representative

Nuvant Consulting Group; Cincinnati (OH); Remote; USD 32,000 - 42,000; Full time

Benefits offered by this job

Bonuses and incentives

Medical, dental, vision benefits

401k and paid time off

Job summary

Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to serve as the first point of contact for new and prospective clients. You will guide clients toward next steps, explain service offerings, and help them understand goals and options from a remote, home-based setting.

The role emphasizes strong communication, organization, and follow-up skills, with a focus on building relationships and ensuring smooth onboarding steps for each client.

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

Strong communicator

Organized

Active listening

Follow-up

Sales or client-facing experience

Education

High school diploma or college degree preferred

Job description

Virtual Client Onboarding Representative

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