Account Specialist

Nuvant Consulting Group

Work-from-home Account Specialist helping individuals and small businesses access personalized financial solutions. Managing client communications, recommendations, CRM records, and retention efforts.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client communication and relationship management, with a focus on understanding client goals and providing tailored financial solutions. Proficient in tracking client interactions and maintaining accurate records in CRM systems to support retention efforts.

Highest-signal resume keywords

Client CommunicationCRM ManagementSales ExperienceGoal OrientationCustomer Service

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

Proactive OutreachIndependent WorkClear Explanation

Certifications & Qualifications

High School DiplomaCollege Degree Preferred

Industry Keywords

Lead GenerationFinancial SolutionsClient GoalsRetention EffortsInbound CommunicationOutbound Communication

About the role

Key responsibilities & impact

Proactively reach out to clients and handle inbound inquiries
Discuss client goals and align solutions accordingly
Provide clear explanations of services and next steps
Track activity and maintain up-to-date records in CRM
Support retention efforts through ongoing communication
Help individuals and small businesses understand and access personalized financial solutions
Manage inbound and outbound communications
Offer recommendations based on clients' goals

Requirements

What you’ll need

High school diploma required; college degree preferred
Prior experience in sales, lead generation, or customer service roles is a plus
Results and goal oriented
Able to work independently in a remote environment

Benefits

Comp & perks

Competitive base salary
Performance-based bonuses and incentives
Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
Remote work environment with flexible scheduling options
Ongoing training and support