Remote Client Associate

Nuvant Consulting Group • ,

4d • $65,000 - $75,000 • Remote

About The Position

Nuvant is seeking Account Associates to join its growing team. The role serves as a first point of contact for individuals and small businesses exploring financial solutions. Account Associates work with prospective clients to understand their goals, answer questions, and match them with appropriate services. The position is suited to someone who enjoys building relationships, providing value, and helping people make informed decisions.

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 is not required.

Nice To Haves

• Experience in client service, account management, or sales.

Responsibilities

• Initiate conversations with potential clients and respond to inbound inquiries.
• Understand each client’s 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 client insights and feedback to internal teams to help improve offerings.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.
• Fully remote role with flexible scheduling.
• Supportive team environment with ongoing training and mentorship.
• Clear pathways for advancement within the company.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED