Virtual Client Onboarding Representative

Nuvant Consulting Group; New Haven (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Flexible work

Advancement opportunities

Professional team

Job summary

Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to greet new and prospective clients, explain services, and guide them toward the next steps.

Working from home, you will manage client records in our CRM, initiate outreach, and coordinate with the team to tailor solutions and scheduling follow-ups. This role emphasizes clear communication, organization, and a people-first approach with opportunities for advancement within a supportive team.

Qualifications

• Professional communication and client-facing skills are essential.
• Strong organizational abilities and attention to detail in CRM records.
• Active listening and follow-up skills are valued in a work-from-home setting.
• Previous sales or appointment-setting experience is 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

Professional communication

Client-facing

Organized

Active listening

Sales experience a plus

Education

High school diploma or college degree

Job description

About the Role:

Nuvant is hiring Virtual Client Onboarding Representatives 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 home setting
• 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