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Virtual Client Onboarding Representative

Nuvant Consulting Group United States

Customer Service Sales Mid level Full Time

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

Originally posted on Himalayas

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Where this listing came from

  1. 04 Nov 2026 Himalayas first sighting

Seen on 1 board over 0 days.