Nuvant Consulting Group

Virtual Client Coordinator

Nuvant Consulting Group · Full Time · 14 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Virtual Client Coordinator acts as the first point of contact for prospective clients, introducing services and identifying their financial needs. They are responsible for managing outbound and inbound communications, scheduling appointments, and maintaining accurate records in the CRM system.

crm customer-support

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Remote Client Account Associate

Nuvant Consulting Group · Full Time · 14 days ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The associate will initiate contact with potential clients to understand their financial goals and recommend tailored solutions. They will also guide clients through the onboarding process and maintain ongoing communication to ensure satisfaction.

communication feedback training time-management

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Virtual Client Representative

Nuvant Consulting Group · Full Time · 14 days ago

Nuvant Consulting Group

🌎 Canada 💵 80000 - 97000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves initiating outbound communications and responding to inbound inquiries to guide potential clients through financial service offerings. You will also be responsible for scheduling follow-ups and maintaining accurate interaction logs within the company CRM.

hiring

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Virtual Account Advisor

Nuvant Consulting Group · Full Time · 14 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Virtual Account Advisor engages with new leads to determine their financial goals and recommend tailored solutions. They are also responsible for facilitating the onboarding process and maintaining client relationships through a CRM system.

communication onboarding training

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Account Sales Coordinator

Nuvant Consulting Group · Full Time · 14 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Sales

The Account Sales Coordinator is responsible for conducting outbound outreach, qualifying leads, and guiding potential clients through the initial sales cycle. They also support client onboarding and maintain accurate tracking of sales activities within the CRM.

communication onboarding training

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Business Relations Advisor

Nuvant Consulting Group · Full Time · 18 days ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves identifying potential clients and building lasting partnerships by offering tailored financial solutions. The advisor will provide strategic guidance and ongoing support to ensure a seamless client onboarding experience.

communication onboarding training partnerships

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Account Specialist

Nuvant Consulting Group · Full Time · 18 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Account Specialist manages inbound and outbound communications to help clients access personalized financial solutions. They are responsible for tracking activity in the CRM and supporting client retention efforts.

customer-service training

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Remote Account Sales Specialist

Nuvant Consulting Group · Full Time · 18 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning solutions with client goals and maintaining accurate records within a CRM.

customer-service training

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Work From Home Virtual Account Advisor

Nuvant Consulting Group · Full Time · 18 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $70000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves engaging new leads via digital platforms and calls to recommend tailored financial services. Advisors are responsible for guiding clients through onboarding and managing follow-up communications within a CRM.

communication onboarding training

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Account Associate

Nuvant Consulting Group · Full Time · 18 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Account Associate serves as the primary contact for clients, identifying their financial needs and matching them with appropriate solutions. Responsibilities include managing inbound inquiries, guiding clients through onboarding, and maintaining long-term satisfaction.

communication feedback client-service

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Virtual Account Advisor

Nuvant Consulting Group · Full Time · 21 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.

communication onboarding training

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Virtual Client Onboarding Representative

Nuvant Consulting Group · Full Time · 21 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments.

crm onboarding hiring

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Remote Client Associate

Nuvant Consulting Group · Full Time · 21 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

Act as the first point of contact for potential clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.

communication feedback training time-management

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Virtual Client Consultant

Nuvant Consulting Group · Full Time · 21 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $70000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. The consultant is responsible for uncovering client goals, recommending next steps, and scheduling follow-up appointments.

hiring

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Remote Client Account Specialist

Nuvant Consulting Group · Full Time · 21 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.

communication feedback training time-management

APPLY

Virtual Representative

Nuvant Consulting Group · Full Time · 25 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.

hiring

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Virtual Client Onboarding Representative

Nuvant Consulting Group · Full Time · 25 days ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

Serve as the primary virtual contact for new clients to introduce financial solutions and discover their goals. Responsibilities include conducting outbound outreach, scheduling follow-ups, and maintaining accurate records in the CRM.

crm onboarding hiring

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Work From Home Account Manager

Nuvant Consulting Group · Full Time · 25 days ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Sales

Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.

customer-service training

APPLY

Remote Account Associate

Nuvant Consulting Group · Full Time · 25 days ago

Nuvant Consulting Group

🌎 United States 💵 $75000 - $85000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The associate will also manage client onboarding and maintain detailed activity logs within CRM tools.

crm communication onboarding

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Account Advisor

Nuvant Consulting Group · Full Time · 25 days ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $85000 per year ⭐ 0-2 yrs exp 💼 Others

The Account Advisor engages with new and prospective clients to understand their financial goals and recommend tailored solutions. They guide clients through onboarding and provide ongoing support and regular check-ins.

crm communication onboarding hiring client-service

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Remote Account Specialist

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $75000 - $85000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves connecting with clients to provide personalized financial recommendations and guiding them through the onboarding process. It also requires maintaining detailed client records in CRM systems and conducting periodic check-ins to ensure satisfaction.

crm communication onboarding

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Account Coordinator

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.

communication onboarding training

APPLY

Work From Home Account Associate

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves reaching out to potential clients via phone and email to recommend financial services. The associate will guide clients through onboarding and track all activities within a CRM system.

communication onboarding

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Business Solutions Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. Responsibilities include assessing client needs, recommending services, and managing the onboarding process.

communication feedback onboarding training partnerships

APPLY

Virtual Client Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.

hiring

APPLY

Remote Client Account Rep

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

Act as the first point of contact for clients to understand their financial goals and recommend tailored solutions. Guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.

APPLY

Account Specialist

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $55000 - $70000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include tracking activity in a CRM and supporting client retention efforts.

APPLY

Virtual Consultant

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Virtual Consultant initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, recommending next steps, and scheduling follow-up appointments.

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Remote Account Agent

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $85000 per year ⭐ 0-2 yrs exp 💼 Others

The agent will guide clients through personalized insurance solutions and maintain strong professional relationships. Key tasks include conducting meetings, recommending tailored strategies, and expanding the client network through outreach and referrals.

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Business Relations Advisor

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will act as a trusted resource, managing the onboarding process and collaborating with internal teams to improve client experience.

APPLY

Virtual Sales & Client Onboarding Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Sales

Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments while maintaining CRM records.

APPLY

Remote Account Advisor

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $85000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves engaging with new and prospective clients to provide tailored financial solutions. Responsibilities include guiding clients through onboarding and maintaining accurate records in CRM tools.

APPLY

Virtual Account Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include identifying client needs, scheduling follow-ups, and maintaining accurate records in the CRM.

APPLY

Account Sales Specialist

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves managing inbound and outbound communications to help clients access personalized financial solutions. Responsibilities include aligning services with client goals and maintaining accurate records in the CRM.

APPLY

Remote Account Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $70000 - $85000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves connecting with prospective clients to understand their financial goals and presenting tailored financial solutions. The representative is also responsible for managing client onboarding and maintaining detailed activity logs in CRM tools.

APPLY

Remote Client Advisor

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves conducting outbound and inbound outreach to help individuals and small businesses find personalized financial solutions. Responsibilities include performing needs assessments, guiding clients through onboarding, and maintaining accurate CRM records.

APPLY

Virtual Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The Virtual Representative initiates contact with potential clients via calls and emails to introduce financial solutions. They are responsible for uncovering client needs, scheduling follow-up appointments, and maintaining accurate records in the CRM.

APPLY

Business Solutions Advisor

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The advisor will manage the onboarding process and collaborate with internal teams to enhance the client experience.

APPLY

Work From Home Account Specialist

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

Manage inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Track client activity in a CRM and support retention efforts through ongoing communication.

APPLY

Business Solutions Consultant

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves identifying potential clients and building lasting partnerships to provide tailored financial solutions. The consultant will assess client needs and collaborate with internal teams to ensure a seamless onboarding experience.

APPLY

Account Sales Coordinator

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves conducting outbound outreach and qualifying leads to guide potential clients toward tailored financial solutions. It also includes managing the initial sales cycle and ensuring a smooth onboarding process for new clients.

APPLY

Remote Account Sales Specialist

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $65000 - $80000 per year ⭐ 0-2 yrs exp 💼 Sales

The role involves managing inbound and outbound communications to help individuals and small businesses access personalized financial solutions. Responsibilities include aligning solutions with client goals and maintaining accurate records in the CRM.

APPLY

Virtual Representative

Nuvant Consulting Group · Full Time · a month ago

Nuvant Consulting Group

🌎 United States 💵 $60000 - $75000 per year ⭐ 0-2 yrs exp 💼 Others

The role involves initiating outbound contact and responding to inbound inquiries to introduce financial solutions to prospective clients. Responsibilities include uncovering client needs, recommending next steps, and scheduling follow-up appointments.

APPLY

Virtual Client Sales Coordinator

Nuvant Consulting Group · Full Time · 4 months ago

Nuvant Consulting Group

🌎 Canada 💵 75000 - 90000 per year ⭐ 0-2 yrs exp 💼 Sales

The Virtual Client Sales Coordinator acts as the primary point of contact to engage potential clients and identify their financial needs. They are responsible for managing outbound communications, scheduling appointments, and maintaining accurate records in the CRM system.

APPLY