Virtual Client Onboarding Representative
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Nuvant Consulting Group
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Virtual Client Onboarding Representative
Nuvant Consulting Group
Posted 3 months ago
Full Time
Phoenix, Arizona
Remote OK
Smart Summary
Responsibilities
Serve as the primary virtual contact for new clients to introduce financial services and discover their goals. Responsibilities include conducting outbound outreach, scheduling follow-ups, and maintaining accurate records in the CRM.
Qualifications
You have a high school diploma or college degree and excel in client-facing roles. You are a professional and friendly communicator with strong organizational skills, comfortable working remotely. Your people-first approach and excellent listening skills are key to discovering client needs and guiding them through our services.
Must Have Skills for ATS
CRM
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
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Nuvant Consulting Group
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