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Account Specialist at Nuvant Consulting Group

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jul, 26

Salary

70000.0

Posted On

04 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Lead generation, Customer service, Communication, CRM, Financial solutions, Client relations, Goal setting, Problem solving

Industry

Business Consulting and Services

Description

Account Specialist About 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 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 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 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. A work from home environment with flexible scheduling options Ongoing training and support

Responsibilities

The Account Specialist will manage inbound and outbound communications to help clients understand and access personalized financial solutions. They are responsible for tracking activity in a CRM, maintaining client records, and supporting retention efforts.