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Nuvant Consulting Group

Account Specialist

Posted 22 days ago
United States
$55000 - $70000 per year
0-2 years experience
customer-service training
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AI Summary

The Account Specialist will manage inbound and outbound communications to help clients understand and access personalized financial solutions. They are responsible for tracking activity in a CRM, maintaining client records, and supporting retention efforts.

Account Specialist

About the Role:

Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.

Core Responsibilities
  • Proactively reach out to clients and handle inbound inquiries
  • Discuss client goals and align solutions accordingly
  • Provide clear explanations of services and next steps
  • Track activity and maintain up-to-date records in CRM
  • Support retention efforts through ongoing communication

Qualifications
  • High school diploma or college degree preferred
  • Prior experience in sales, lead generation, or customer service roles a plus
  • Results and goal oriented
  • Able to work independently in a work from home environment

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 work from home environment with flexible scheduling options
  • Ongoing training and support
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