Virtual Client Onboarding Representative
Nuvant Consulting Group LLC
Virtual Client Onboarding Representative
Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you'll serve as a key first point of contact to introduce our services and guiding clients toward the next step. Core Responsibilities
- Serve as the primary virtual point of contact for new and incoming clients
- Initiate outbound calls, emails, and messages to welcome and onboard clients
- Engage in conversations to discover client needs and goals
- Clearly explain service offerings and recommend next steps
- Schedule follow-up calls or connect clients with the right team members
- Maintain detailed and accurate client records in our CRM system
Qualifications
- High school diploma or college degree preferred
- Professional, friendly communicator who thrives in a client-facing environment
- Organized and comfortable working in a work from home setting
- A people-first approach with strong listening and follow-up skills
- Previous experience in sales, appointment setting, or client-facing role a plus
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.
- Flexibility with structured support
- Opportunities for advancement with a growing company
- A team culture that values professionalism and performance
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Virtual Client Onboarding Representative in Baltimore, MD vacancy
- Nuvant Consulting Group is hiring a Virtual Client Onboarding Representative to serve as the main virtual contact for new and prospective clients. You will initiate outreach, learn client needs, and guide them toward the next steps while documenting interactions in the...VirtualRemote job
- ...will be providing your skills, expertise and services to the clients we represent. We are looking for those who consider themselves among the... .... Those selected to certify will be notified via email and onboarding can take as little as 48 hours after being invited to a...VirtualFor contractorsWork from home
- ...Overview An In-Home Care Sales Representative is responsible for driving client growth, building referral... ...and outreach Conduct in-home or virtual consultations with potential clients... ...care services ~ ~ Ensure smooth onboarding and service start-up ~ Act as a...VirtualWork at officeLocal area
Homewell Care Services of Maryland
Towson, MD15 days ago - ...professionals to join our growing virtual team as Remote Benefits Representatives . You'll work with... ..., call centers, sales, and other client-facing backgrounds. Why Candidates... ...Training may include: Virtual onboarding Insurance licensing guidance...VirtualHourly payWeekly payFull timeFor contractorsLocal areaRemote workWork from homeFlexible hours
AIL
Baltimore, MD20 days ago - ...Remote Customer Relations Representative | Training Provided Company: AO – Globe... ...professionals to join our growing virtual team as Remote Client Relationship Specialists . You'll... ...Participate in structured virtual onboarding Attend ongoing training and weekly...VirtualHourly payWeekly payFull timeFor contractorsRemote workWork from homeFlexible hours
Globe Life AIL - Lisa Russel
Baltimore, MD20 days ago $47 - $55 per hour
...environment where both you and your clients can thrive. Emerging, early... ..., dental, vision, low-cost virtual care, dependent and domestic... .... Receive comprehensive onboarding and ongoing educational resources... ...for this role. These ranges represent our current standard...VirtualLocal area$21.8 - $25.64 per hour
...Client Onboarding Specialist Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: Support internal and external stakeholders during the onboarding of new client partnerships with our signature white glove service...Hourly payFull timeWork experience placementImmediate startRemote workFlexible hoursSinclair Broadcast Group
Hunt Valley, MD11 hours ago$55k - $60k
...a strong Accounts Payable Coordinator to join one of our best clients! Responsibilities Accurately code and process vendor invoices... ...Reconciliation of purchase orders. Process payment runs via check, ACH and virtual payment cards. Respond to vendor inquiries and maintain vendor...Virtual- AdNet AccountNet, Inc. is looking for a Bilingual Virtual Customer Support Specialist to provide exceptional service to clients. The role is remote and requires candidates to be fluent in English and Spanish. Responsibilities include responding to customer inquiries, accessing...VirtualRemote job
- ...Remote Inside Sales Representative ForgeFit supplies cutting-edge fitness... ...reaching out to potential clients, responding to inbound... ...out to warm leads Conduct virtual consultations with prospects... ...supportive team ~ Comprehensive onboarding and ongoing product training...VirtualRemote jobHome office
- ...expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features... ...eligible for health benefits, such as prescription savings and virtual physician visits, retirement and saving benefits, and more....VirtualContract workFor contractorsWork experience placementLocal areaAfternoon shift
Sherwin-Williams
Arbutus, MD5 days ago - ...dreams happen—apply today! The Alterations Customer Service Representative (CSR) is a critical role for the successful operation of the... ...customers with genuine, and friendly enthusiasm over the phone, virtual chats and in person, communicates clearly and concisely...VirtualHourly payPart timeWeekend workWeekday work
- ...We are seeking an Inside Sales Representative to provide high-quality service and... ...tailored insurance solutions in a fully virtual work setting supporting clients in Baltimore, MD and across the... ...product evaluation, selection, onboarding, and renewals. Help clients evaluate...VirtualFull timeRemote work
- ...Job Summary: This position is responsible for the support of the sales process and the fundamental steps of customer service, from onboarding a new customer to the reoccurring order. This role assists the sales team in growing the customer base and following through on...Work at office
CareersInFood.com
Baltimore, MD1 day ago $300k - $350k
A virtual psychiatry practice is seeking board-certified psychiatrists for a remote role offering significant clinical autonomy and... ...$350k annually, inclusive of a productivity incentive during onboarding. Benefits include insurance coverage, a 401(k) plan, and paid...VirtualRemote jobFlexible hours- ...including Accountants, Banks, and existing clients, with the goal of education,... ...the client's preference on in person or virtual interaction to increase revenue and market... ...internally and externally. Complete onboarding training curriculum as directed. Upholds...VirtualFull timeContract workPart timeInternshipLocal area
$70 - $100 per hour
...teams composed of multiple therapists and a prescriber. With onboarding, you meet multiple eligible psychotherapists looking for additions... ..., weekends, holidays, etc.). Clinical team meetings are also virtual. Clinical conferences are held four times a week. It is...VirtualHourly payWork from homeDay shiftAfternoon shiftBlueSky Telepsych
Dundalk, MD1 day ago- ...around classes in a role that can improve presentation skills, time management skills, and networking. Sales representatives present Cutco cutlery through preset virtual or in-person appointments. Previous sales experience or knowledge is not required, we provide all the...VirtualWeekly payExtra incomeTemporary workPart timeWork from homeFlexible hours
Vector Marketing
Baltimore, MD2 days ago $77k - $143k
...territory data and market trends to uncover local insights, support pull-through efforts, and lead impactful customer engagements virtually or in person. Facilitate planning sessions with key stakeholders to solve complex challenges and collaborate across functions to...VirtualLocal areaRemote workHome officeVisa sponsorshipRelocation package- ...positions to our growing team of remote representatives. This is a full time position with... ...union and association members by matching clients to the products and services they receive... ...: ~ Full training provided ~100% Virtual Work from Home ~ Career growth and advancement...VirtualWeekly payFull timeLocal areaRemote workWork from home
Zuzick & Associates
Towson, MD2 days ago $121.74 per hour
...part-time, or supplemental income , Headway supports secure virtual and in-person care for solo providers and group practices with... ...weekly payments. Grow your practice with insured mental health clients. What Headway Handles for You Free Credentialing: Get credentialed...VirtualBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hoursHeadway
Baltimore, MD11 hours ago- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear... ...online enrollment forms accurately -Schedule and manage virtual appointments -Use basic computer skills (email, Zoom, online...VirtualRemote jobFull time
Zuzick Organization of Globe Life
Baltimore, MD2 days ago $121.74 per hour
...part-time, or supplemental income , Headway supports secure virtual and in-person care for solo providers and group practices with... ...weekly payments. Grow your practice with insured mental health clients. What Headway Handles for You Free Credentialing: Get credentialed...VirtualBi-weekly payHourly payExtra incomeFull timePart timePrivate practiceRemote workFlexible hoursHeadway
Baltimore, MD11 hours ago- ...delivery of engaging training programs for new and existing employees. This role is responsible for facilitating both virtual and instructor-led training, onboarding new hires, and ensuring employees gain the knowledge and skills needed to succeed. The ideal candidate is an...VirtualContract workWork at officeRemote work
Lumen Solutions Group, Inc.
Baltimore, MD4 days ago $47.6k - $81.25k
...authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party...VirtualFull timeWork at office$22 - $26 per hour
...Technical Sales Representative Intern Join Ingredion, where innovation impacts lives worldwide! Without even realizing it, you've experienced... ...Sales Representative Intern who will be part of our Virtual Sales Team. In this role, you will interact directly with our...VirtualHourly payInternshipSummer internshipWork at officeWorldwideRelocationVisa sponsorshipWork visa- ...You will drive sales while delivering a high-end, personalized client experience, consulting on furniture selections, and guiding clients... ...space planning for each client. The role involves in-store and virtual consultations, standing as a brand ambassador in the local...VirtualLocal area
Havenly
Baltimore, MD4 days ago - ...quarterly in-person board meetings in Baltimore City and monthly virtual committee meetings and commit approximately 5–10 hours per... ...community. Board Development Support the recruitment, onboarding, and mentorship of new board members. Participate in...Virtual
Abortion Fund of Maryland
Baltimore, MD4 days ago $15 per hour
...first person that a patient/resident, family member, candidate or client interacts with at the nursing center. *Answer all incoming... ...Vision, Company-paid life insurance, 401K, Paid Time Off *Free 24/7virtual health careprovided by licensed doctorsforall Anthemmedically-...VirtualTemporary workMonday to Friday$16 per hour
...and assessments. To ensure a smooth and secure experience, please review the following guidelines: • Cameras must be on for all virtual interviews. • AI tools are strictly prohibited during interviews or assessments. We appreciate your understanding and cooperation...VirtualWeekly payFlexible hoursAfternoon shiftFoot Locker
Randallstown, MD2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Virtual Client Onboarding Representative. Be the first to apply!
Related searches
- hospital customer service representative Baltimore, MD
- customer service representative data entry Baltimore, MD
- client service specialist Baltimore, MD
- client retention specialist Baltimore, MD
- customer success specialist Baltimore, MD
- card services representative Baltimore, MD
- service agent Baltimore, MD
- patient services representative Baltimore, MD
- e-commerce customer service representative Baltimore, MD
- customer advisor Baltimore, MD