Client Account Representative
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Job Description
Client Account Representative helping individuals and small businesses select financial solutions at Nuvant Consulting Group. Managing onboarding, client relationships, retention, and feedback remotely.
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
Requirements:
- 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
Benefits:
- Competitive base salary plus performance-based bonuses and incentives
- Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
- Remote role with flexible scheduling
- Supportive team environment with ongoing training and mentorship
- Clear pathways for advancement within the company
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