Virtual Client CoordinatorAbout the Role:Nuvant is seeking motivated Virtual Client Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you’ll act as the first point of contact—introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant.Key ResponsibilitiesConduct outbound calls, emails, and messages to engage potential clientsRespon...
Account SpecialistAbout the Role:Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals.Core ResponsibilitiesProactively reach out to clients and handle inbound inquiriesDiscuss client goals and align...
Account Coordinator. About the Role{{:}}. We’re looking for motivated and proactive Account Coordinators to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions. Core Responsibilities. Conduct outbound outreach and respond to inbound inquiries from potential clients. Qualify leads and identify opportunities to present ...
Business Solutions RepresentativeAbout the Role: We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their unique needs, provide strategic guidance, and deliver value through personalized support.Key ResponsibilitiesIdentify potential clients and assess their goals, challenges, and nee...
Account AdvisorAbout the Role:We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.Core ResponsibilitiesEngage with new and prospective clients through outreach and fol...
Account AdvisorAbout the Role:We’re hiring Account Advisors to help individuals and small businesses with tailored financial solutions. You’ll serve as a trusted point of contact, helping clients navigate options and make confident decisions. This is an excellent opportunity for professionals who enjoy relationship-building, problem-solving, and work flexibility.Core ResponsibilitiesEngage with new and prospective clients through outreach and fol...
Virtual Account Representative. About the Role{{:}}. Nuvant is seeking Virtual Account Representatives to connect with prospective clients and help them discover financial solutions tailored to their personal or business goals. As one of the first points of contact, you’ll introduce Nuvant’s services, engage in meaningful conversations, and guide clients toward the next step. Core Responsibilities. Initiate outbound calls, emails, and messages to...
Account Coordinator. About the Role. We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions. Core Responsibilities. Conduct outbound outreach and respond to inbound inquiries from potential clients. Qualify leads and identify opportunities to present rele...
