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Remote Client Account Associate

Nuvant Consulting Group · Remote (US)

  • Be the first point of contact at Nuvant for individuals and small businesses exploring financial solutions; work closely with prospective clients to understand their goals.
  • 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 improve offerings.
  • Entry-level role; requires high school diploma (college degree preferred), excellent communication, and strong organizational/time management in a remote environment.
  • Experience in client service, account management, or sales is a plus but not required.
  • Competitive base salary plus performance-based bonuses; medical/dental/vision, 401k, PTO; fully remote with flexible scheduling and training/mentorship.
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