Remote Client Associate
N
NUVANT
N
Remote Client Associate
NUVANT
Posted 23 days ago
Full Time
,
Fully Remote
Smart Summary
Responsibilities
The role involves initiating contact with potential clients to understand their financial goals and recommending tailored solutions. You will also guide clients through the onboarding process and maintain ongoing relationships to ensure satisfaction.
Qualifications
You have excellent communication and interpersonal skills, with a proactive and self-motivated approach to client service. While not required, experience in client service, account management, or sales is a plus, and you should be comfortable working independently in a remote environment.
Must Have Skills for ATS
401k
Job Description
About the Role:
Nuvant is seeking Account Associates to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and helping people make informed decisions, this is an excellent opportunity to grow your career.
Core Responsibilities
- Initiate conversations with potential clients and respond to inbound inquiries
- Understand each client’s unique goals, challenges, and decision-making process
- Recommend tailored financial solutions based on client input and available data
- Guide clients through onboarding, product selection, and service implementation
- Maintain regular contact with clients to support retention and satisfaction
- Communicate insights and client feedback to internal teams to help improve offerings
Qualifications
- High school diploma or college degree preferred
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities in a remote environment
- Proactive, self-motivated, and comfortable working independently
- Experience in client service, account management, or sales is a plus but not required
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.
- A fully remote role with flexible scheduling
- Supportive team environment with ongoing training and mentorship
- Clear pathways for advancement within the company
N
NUVANT
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