Account Specialist

About the role

Nuvant is seeking Account Specialists to join their 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 Responsibilities

• 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

Qualifications

• A high school diploma or college degree preferred
• Prior experience in sales, lead generation, or customer service roles a plus
• Results and goal oriented
• Able to work independently in a work from home environment