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Remote Client Advisor

Nuvant Consulting Group

Glendale, CA
  • Remote job

Nuvant Consulting Group is seeking a Virtual Representative to serve as a first point of contact, guiding prospective clients to suitable financial solutions and next steps. You will initiate outreach, respond to inquiries, and uncover client goals while maintaining accurate CRM notes. The role emphasizes a client-first approach, effective communication, and the ability to work remotely from a home setting. #J-18808-Ljbffr Nuvant Consulting Group

Vacancy posted 2 days ago
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