Virtual Client Onboarding Representative

Nuvant Consulting Group; San Diego (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

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, guiding them toward the next steps and helping them explore financial solutions aligned with their goals.

You will initiate outreach, schedule follow-ups, capture client needs, and ensure accurate records in our CRM while delivering professional, friendly service from a home office.

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

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

Customer service

Outbound calling

CRM software

Active listening

Organizational skills

Education

High school diploma

College degree preferred

Tools

CRM software

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