Job Description
Job Description
Virtual Client Coordinator
About the Role :
Nuvant is seeking motivated Virtual Client Coordinators to help prospective clients explore financial solutions that align with their goals. In this role, you’ll act as the first point of contact—introducing our services, understanding client needs, and coordinating the next steps in their journey with Nuvant.
Key Responsibilities
- Conduct outbound calls, emails, and messages to engage potential clients
- Respond quickly to inbound inquiries and provide clear, helpful information
- Identify client needs through meaningful conversation and active listening
- Present Nuvant’s service options and recommend appropriate next actions
- Schedule follow-up appointments or connect clients with specialized team members
- Maintain detailed and accurate records of client interactions in our CRM system
Qualifications
High school diploma or college degree preferredProfessional, friendly communicator who enjoys client interactionHighly organized and reliable in a remote work environmentStrong listening skills with a client-focused mindsetExperience in sales, coordination, or customer support roles is a plusWhat We Offer
Competitive base pay with performance bonuses and incentivesComprehensive benefits package : medical, dental, vision, 401(k), and paid time offFlexibility with structured supportOpportunities for advancement with a growing companyA collaborative team culture built on integrity, accountability, and successPowered by JazzHR
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