Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Remote Client Engagement Specialist - Financial Services

Lever HQ

New York, NY
  • Remote job

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team, and using provided tools and mentorship to help families. The deal includes a schedule you can build around real life, ongoing training, and leaders who stay involved. This role emphasizes clear, human communication and benefits conversations as part of a proven process. #J-18808-Ljbffr Lever

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Client Engagement Specialist - Financial Services in New York, NY vacancy
  •  ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families... 
    Remote work
    Full time
    Home office

    AO Garcia Agency

    Remote
    7 days ago
  • $44k - $46k

     ...Job Family Customer Service About Us At Transamerica, hard work, innovative thinking...  ...a century ago, we were among the first financial services companies in America to serve...  ...experience. Working Conditions Remote (Call Center) Environment May work varied... 
    Remote work
    Full time
    Worldwide
    Shift work

    Transamerica

    Remote
    7 days ago
  • $75k - $100k

     ...Description Legal Growth Strategy & Client Engagement Specialist Company: HireNow Staffing (Direct Placement...  ...supporting law firms or professional services organizations. The successful...  ...support firm events. Work Location: Remote (New York, NY-based position).... 
    Remote work
    Full time
    Work at office
    Visa sponsorship

    HireNow Staffing

    New York, NY
    9 days ago
  • Lever, Inc. is seeking a Home-based client role offering a flexible schedule and a scoreboard-driven environment. You will run video meetings, engage warm leads, and build a growing book of business. We provide the process and coaching; you provide the work ethic and commitment... 
    Remote job
    Full time
    Part time
    Work from home
    Flexible hours

    Lever

    New York, NY
    4 days ago
  •  ...To support customer retention efforts, the part-time hourly Client Engagement Specialist will lead strategic conversations to save high-value accounts at risk of cancellation while collaborating with cross-functional teams to deliver personalized solutions. Key responsibilities... 
    Remote work
    Hourly pay
    Part time

    Virtual Vocations Inc

    United States
    1 day ago
  • Lever, Inc. is hiring for a remote financial-services role based in the United States. You’ll work with structured days and engage in warm-lead conversations while you ramp, receiving...  ...processes. The position emphasizes high-quality client interactions and a pathway to leadership... 
    Remote job
    Work at office
    Work from home

    AO Garcia Agency

    Alexandria, VA
    2 days ago
  •  ...Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule... 
    Remote work
    Flexible hours

    AO Garcia Agency

    United States
    3 days ago
  • Lever, Inc. is seeking a remote financial-services role designed for a flexible, work-from-home environment. You will engage with warm-lead conversations, receive coaching while you ramp, and contribute to a customer-focused pipeline with structured days. No office required... 
    Remote job
    Work at office
    Work from home
    Flexible hours

    AO Garcia Agency

    Elgin, IL
    3 days ago
  • Consumer Sales includes customer service and support for end-consumer...  ...member of the me+ team, the specialist will strive to achieve and...  ...sales and support objectives by engaging consumers through phone and...  ...Forever Caring promise to life.#LI-Remote#LI-JFBeware of scams online or... 
    Remote work
    Full time

    ConvaTec

    Tallahassee, FL
    4 days ago
  •  ...Remote Client Engagement Specialist | Entry Level | Work From Home We are looking for motivated individuals to join our remote team and help build...  .... Share accurate information about available services. Follow up with clients and maintain professional relationships... 
    Remote work
    Work from home
    Flexible hours

    AO Globe Life

    United States
    1 day ago
  • $65k - $75k

     ...Client Engagement Specialist This is a remote position. About Cyber Centaurs Cyber Centaurs is a digital forensics and incident response firm helping organizations...  ...to develop deeper knowledge of Cyber Centaurs' services and progress toward conducting client discovery calls... 
    Remote work

    Cyber Centaurs

    United States
    3 days ago
  • $25 per hour

     ...Job Position: Client Success Specialist Pay Rate: $25.00/hr Description...  ...roster of clients across financial services, legal-tech, construction...  ...their custom consulting engagements, they ship two productized...  ...Hybrid and very flexible remote / office working... 
    Remote work
    Full time
    Work at office
    Flexible hours

    The A List Staffing

    Austin, TX
    2 days ago
  • Lever, Inc. is seeking a client-facing professional to join a growing team in a fully remote role within financial services. You will enroll and support clients who request guidance...  .... The deal emphasizes home-office work, engaging web presentations, and real-life... 
    Remote job
    Work at office
    Work from home
    Home office

    AO Garcia Agency

    Joplin, MO
    3 days ago
  • # Client Engagement SpecialistCustomer SuccessRemote (US)Full-time### The RoleWe're hiring a Client Engagement Specialist to look after clients once they're running on 10X ERP. Launch is the...  ...Full-time, ongoing position* Fully remote and US-based, with some travel to client... 
    Remote work
    Ongoing contract
    Full time
    Immediate start

    10x Erp

    Eastern, KY
    1 day ago
  • Jobgether SRL is seeking a Client Engagement Specialist I (Outbound Sales) for a fully remote role based in the United States. You will be...  ...email to connect clients with the right financial professional. This role blends customer service, consultative communication, needs... 
    Remote job

    Jobgether SRL

    New York, NY
    4 days ago
  • Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship,...  ...communication and following a proven process, including engaging in benefits conversations beyond basic sales energy... 
    Remote job

    Lever, Inc.

    Livonia, MI
    2 days ago
  •  ...and communication-focused Marketing & Client Engagement Specialist to support digital outreach client...  ...destinations experiences and client services. This role is well suited for someone...  ...required Training & Support Remote work environment Structured initial... 
    Remote work
    Full time
    Seasonal work

    Newhorizonscareergroup

    Amarillo, TX
    16 days ago
  •  ...America is seeking a Bilingual Customer Engagement Specialist to serve as the first point of contact for potential clients seeking legal assistance. This remote role supports ISA Law Firm...  ...delivering compassionate, professional service. Based in North Carolina and remote... 
    Remote job

    ApplicantPool

    New York, NY
    1 day ago
  • VirtuHire is seeking a confident, personable Client Engagement Representative to manage inbound enquiries, engage prospective customers and schedule qualified appointments. This full-time, remote role follows US Eastern Time hours, enabling you to connect clients with... 
    Remote job
    Full time

    remote work

    New York, NY
    2 days ago
  • BairesDev is seeking a Client Marketing Specialist to support and execute programs for engaging, retaining, and growing our existing client base. You will collaborate with marketing and customer success teams to deliver timely communications that strengthen client relationships... 
    Remote job

    BairesDev

    Austin, TX
    4 days ago
  • Aogarciaagency is seeking a remote financial-services professional to engage warm leads and maintain structured days. You will be coached during ramp-up and focus on high-quality follow-ups with clients from anywhere in the United States. This role emphasizes quick learning... 
    Remote work
    Work at office

    Aogarciaagency

    New York, NY
    1 day ago
  • Lever, Inc. seeks a client-facing specialist to enroll and support clients in a fully remote role within financial services. You will be paired with a growing team, receive mentorship...  ...involvement from leaders who stay engaged. You will maintain a portfolio of client... 
    Remote job

    Lever

    Joliet, IL
    3 days ago
  • Newhorizonscareergroup seeks a Marketing & Client Engagement Specialist who excels in connecting with people and crafting engaging digital content...  ..., track engagement, and support timely follow-ups in a remote-friendly environment. #J-18808-Ljbffr Newhorizonscareergroup
    Remote job

    Newhorizonscareergroup

    New York, NY
    4 days ago
  •  ...compassionate, high quality, evidence-based services to individuals and families in the...  .... PROGRAM DESCRIPTION: The Client Engagement Specialist team is the front office, reception and...  ...autonomously as needed in a hybrid (remote and in-person) work setting Experience... 
    Remote work
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Afternoon shift

    The-Jewish-Boar

    New York, NY
    4 days ago
  •  ...A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping... 
    Remote work
    Work from home

    Guidant Financial

    North Platte, NE
    4 days ago
  •  ...dedicated individuals for a work-from-home financial services role focused on protecting families and...  ...providing peace of mind. You will work remotely with Zoom interviews, collaborate with...  ...and grow professionally while helping clients secure their financial futures. The... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Andover, MN
    6 days ago
  •  ...A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates... 
    Remote work

    Guidant Financial

    Fayetteville, NC
    4 days ago
  • Lever, Inc. is seeking a client-facing, fully remote professional in the United States to enroll and support clients seeking guidance in financial services. You’ll join a growing team, receive tools and mentorship, and work with home-office style web presentations; schedule... 
    Remote job
    Work from home
    Home office

    Lever, Inc.

    Peoria, AZ
    4 days ago
  • Financial Services of America in Michigan is seeking a friendly, motivated Client Engagement Specialist / Appointment Setter to be the first point of contact for prospective clients. No finance background required; you’ll rely on personality, drive, and a willingness to... 
    Work at office
    Monday to Friday

    Financial Services of America Inc

    Troy, MI
    2 days ago
  • $48k - $52k

     ...Client Engagement Specialist Victory Capital | San Antonio, TX Victory Capital (NASDAQ: VCTR) is a diversified global asset management...  ...Purpose: If you are ready to start your career in financial services, or already have experience and are looking to be part... 
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Victory Capitel

    San Antonio, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Client Engagement Specialist - Financial Services. Be the first to apply!