Remote Account Associate
New
N
Nuvant Consulting GroupFinancial Services
United StatesFull-TimeEntry
SalaryUSD 75000 - 85000 / year
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Job Details
- Required Skills
- Customer serviceCRM
Requirements
- High school diploma required
- College degree preferred
- Strong communication and relationship-building skills
- Highly organized and comfortable working independently in a remote setting
- Proactive, client-focused attitude
- Strong attention to detail
- Previous experience in customer service, account support, or sales is a plus
Responsibilities
- Connect with new and prospective clients through outreach and follow-ups
- Learn about each client’s financial goals and challenges
- Present solutions that align with their needs and objectives
- Assist clients through onboarding and product setup
- Maintain detailed client information and activity logs in CRM tools
- Provide ongoing support through regular check-ins and service updates
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