Virtual Client Onboarding Representative at Nuvant Consulting Group

Job description

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

Requirements

Must-haves

Virtual Client Onboarding Representative
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
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
What We Offer • Competitive base salary plus performance-based bonuses and incentives.
Flexibility with structured support
Opportunities for advancement with a growing company
A team culture that values professionalism and performance

Nice-to-haves

Qualifications • High school diploma or college degree preferred
Previous experience in sales, appointment setting, or client-facing role a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: jazzhr
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Paid Time Off