Remote Otter LogoRemoteOtter

Remote Account Associate

Posted Yesterday
Customer Service
Full Time
Worldwide

Overview

The Remote Account Associate will assist individuals and small businesses in exploring tailored financial solutions, serving as a reliable point of contact to help clients understand their options and build lasting relationships.

In Short

  • Connect with new and prospective clients through outreach and follow-ups
  • Learn about each client’s financial goals and challenges
  • Present solutions that align with their needs and objectives
  • Assist clients through onboarding and product setup
  • Maintain detailed client information and activity logs in CRM tools
  • Provide ongoing support through regular check-ins and service updates

Requirements

  • High school diploma required; college degree preferred
  • Strong communication and relationship-building skills
  • Highly organized and comfortable working independently in a remote setting
  • A proactive, client-focused attitude with strong attention to detail
  • Previous experience in customer service, account support, or sales is a plus

Benefits

  • Competitive base pay with performance-based bonuses and incentives
  • Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off
  • Flexible remote work schedule with structured support
  • Career advancement opportunities within a growing organization
  • A collaborative and mission-driven remote team culture

N.C.G

Nuvant Consulting Group

Nuvant Consulting Group is a dynamic organization dedicated to providing tailored financial solutions for individuals and small businesses. With a focus on client interaction and relationship-building, the company offers a supportive remote work environment that encourages flexibility and independence. Nuvant Consulting Group values proactive, client-focused professionals who are committed to helping clients navigate their financial goals. The company fosters a collaborative culture and provides opportunities for career advancement, along with a comprehensive benefits package and performance-based incentives.

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