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Nuvant Consulting Group

Virtual Client Onboarding Representative

Posted 3 days ago
United States
$60000 - $75000 per year
0-2 years experience
crm onboarding hiring
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AI Summary

The role involves serving as the primary virtual point of contact to welcome new clients and guide them through financial service offerings. Responsibilities include initiating outbound communications, managing client records in a CRM, and scheduling follow-up appointments.

Virtual Client Onboarding Representative

About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.

Core Responsibilities
  • Serve as the primary virtual point of contact for new and incoming clients
  • Initiate outbound calls, emails, and messages to welcome and onboard clients
  • Engage in conversations to discover client needs and goals
  • Clearly explain service offerings and recommend next steps
  • Schedule follow-up calls or connect clients with the right team members
  • Maintain detailed and accurate client records in our CRM system

Qualifications
  • High school diploma or college degree preferred
  • Professional, friendly communicator who thrives in a client-facing environment
  • Organized and comfortable working in a work from home setting
  • A people-first approach with strong listening and follow-up skills
  • Previous experience in sales, appointment setting, or client-facing role a plus

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.
  • Flexibility with structured support
  • Opportunities for advancement with a growing company
  • A team culture that values professionalism and performance
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