Client Representative

Nuvant Consulting Group

Virtual Client Representative helping clients explore financial solutions and guiding them through their needs. Engaging both through outbound and inbound communication in a remote capacity.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement skills through effective communication and follow-up, while maintaining organized records in a CRM. Capable of initiating and managing client interactions to uncover needs and recommend appropriate services.

Highest-signal resume keywords

Client EngagementCRM ManagementSales ExperienceAppointment SettingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Confident CommunicatorFriendly DemeanorOrganizational SkillsListening SkillsFollow-Up Skills

Tools & Technologies

CRM

Industry Keywords

Client-Facing RoleOutbound CallsInbound InquiriesService OfferingsFollow-Up Calls

About the role

Key responsibilities & impact

Initiate outbound calls, emails, and messages to potential clients
Respond promptly to inbound inquiries and guide clients through initial questions
Engage in conversations to uncover client needs and goals
Clearly explain service offerings and recommend next steps
Schedule follow-up calls or connect clients with the right team members
Log interactions and maintain accurate notes in our CRM

Requirements

What you’ll need

High school diploma or college degree preferred
Confident, 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

Benefits

Comp & perks

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