Virtual Client Onboarding Representative

$60k - $75k

Full-time

Nuvant Consulting Group

Virtual Client Onboarding Representative
About the Role: 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

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Virtual Client Onboarding Representative in Remote vacancy

WFH - Sales & Client Onboarding Specialist
$67.5k - $82k
...Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified...
Virtual
Full time
Remote work
Work from home
Virtualite Business Process Outsourcing Services
Remote
2 days ago
Remote Customer Onboarding Consultant
...Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions company... ...professionals work more efficiently through high-quality virtual assistance and digital support services. We are seeking client‑focused Customer Onboarding Consultants to join...
Virtual
Remote work
BuzzTech Media
United States
5 days ago
Remote Customer Onboarding Specialist | Client Success
A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...
Virtual
Remote job
BuzzTech Media
New York, NY
1 day ago
Remote Client Onboarding Specialist
Nuvant is hiring Virtual Client Onboarding Representatives to guide new and prospective clients through financial solutions aligning with their goals. You’ll be a key first point of contact to introduce services and steer clients toward the next step, all in a remote, client...
Virtual
Remote job
Nuvant Consulting Group
Richmond, VA
5 days ago
Customer Service & Onboarding Representative
Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team... ...clearly with clients via email, messaging platforms, and virtual meetings Coordinate internal workflows and task tracking...
Virtual
Remote work
WOW Remote Teams
New York, NY
1 day ago
Customer Onboarding Specialist
$75k - $90k
...Customer Onboarding Specialist Location: This position is hybrid with 2 days remote/3 days in our HQ in Scottsdale when not traveling... ...that is in person and on site at your practice location or virtual. We offer early, comprehensive, and dedicated care to help patients...
Virtual
Contract work
Local area
Remote work
evolvedMD
Scottsdale, AZ
2 days ago
Version2. ai Customer Onboarding Specialist
$100k
...world's first Autonomous AI fundraisers—Virtual Engagement Officers (VEOs)—designed to independently... ...'s Version2.ai is seeking a Customer Onboarding Specialist to project manage the... ...fundraising CRMs Proactively engage clients to complete onboarding and achieve time-...
Virtual
Full time
Givzey
Remote
a month ago
Remote Client Onboarding Specialist
Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our... ...for work-life balance. A collaborative environment where your results make a direct impact. #J-18808-Ljbffr Virtual Task Buddie
Virtual
Remote job
Virtual Task Buddie
New York, NY
1 day ago
Client Onboarding Consultant
...To learn more about e2E, visit our website at ( The Client Onboarding Consultant plays a critical role in successfully onboarding new... ...Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting). Exceptional...
Virtual
Full time
Work at office
Remote work
e2E
Remote
a month ago
Customer Service Representative - Remote New Member Onboarding Specialist (Entry Level)
...Growth-Focused & Opportunity-Driven Career Remote Client Representative – Work From Home (100% Virtual) AO operates within a unique segment of the life... ...Training & Mentorship Receive world-class onboarding, training, and ongoing mentorship from experienced...
Virtual
Weekly pay
Full time
Contract work
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Bensalem, PA
more than 2 months ago
Client Onboarding Specialist
...Careerscape is recruiting on behalf of our client, a growing SaaS company headquartered in Austin, TX, for a fully remote Client Onboarding Specialist. In this role, you will be the... ...~ Company funded wellness perks ~ Virtual team building events and annual company retreat...
Virtual
Full time
Remote work
Home office
Flexible hours
Careerscape
Austin, TX
14 days ago
Client Onboarding Specialist
$46.55k - $67.1k
...hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless... ...stakeholders to drive alignment. Advanced proficiency in virtual training, remote onboarding, and implementation best practices...
Virtual
Summer work
Remote work
Jobtailor
Chicago, IL
1 day ago
Entry Level Remote Customer Onboarding Rep
...suited for individuals with backgrounds in leadership, operations, client service, or management who are looking to apply their... ...information about supplemental benefit programs. You will schedule virtual consultations, guide clients through available options, and provide...
Virtual
Weekly pay
Remote work
Flexible hours
AO Globe Life
College Station, TX
1 day ago
Client Acquisition Sales Representative - Remote
...level role, you’ll connect with potential clients and walk them through strategic... ...direct outreach and networking. Host Virtual Meetings: Assess client financial situations... ...own schedule. Comprehensive Training: Onboarding, 1-on-1 mentorship, and skill development...
Virtual
Remote work
Stratford Davis
Austin, TX
4 days ago
✓Family Flexibility Campaign | Remote Client Relations Representative | Weekly Pay
...Family Flexibility Campaign | Remote Client Relations Representative | Weekly Pay We are currently... ...timely manner Schedule and coordinate virtual appointments Maintain accurate... ...Flexible Schedule Options ~ Structured Onboarding and Training Program ~ Ongoing...
Virtual
Weekly pay
Remote work
Work from home
Flexible hours
AO Globe Life
United States
a month ago
✓Client Engagement Representative | Remote | Entry Level | Flexible Schedule
...individuals to join our team as a Client Engagement Representative . This is a fully remote, entry-level... ...is required. We provide structured onboarding, guided learning resources, and ongoing... ...provide timely support Schedule virtual appointments and follow up with...
Virtual
Currently hiring
Remote work
Work from home
Flexible hours
AO Globe Life
United States
a month ago
✓ Entry-Level | Beginner-Friendly |Junior Client Service Representative | Apply Now
...Junior Client Service Representative | Entry-Level | Beginner-Friendly We are currently seeking motivated... ...is required. We provide structured onboarding, guided training, and ongoing... ...Meet with clients through scheduled virtual appointments Provide professional...
Virtual
Remote work
Work from home
Flexible hours
AO Globe Life
United States
a month ago
✓Beginner-Friendly | Entry-Level Client Representative | Work From Home | Immediate Hiring
...Beginner-Friendly | Entry-Level Client Representative | Work From Home | Immediate Hiring We are... ...is required. We provide structured onboarding, guided learning resources, and ongoing... ...and provide timely support Schedule virtual appointments and follow up with clients...
Virtual
Currently hiring
Immediate start
Remote work
Work from home
Flexible hours
Globe Life AO
United States
a month ago
✓Work From Home | Client Success Representative | Immediate Hiring
...individuals to join our team as a Client Success Representative . This is a fully remote opportunity... ...is required. We provide structured onboarding, guided training, and ongoing support... ...Meet with clients through scheduled virtual appointments Build and maintain strong...
Virtual
Weekly pay
Currently hiring
Immediate start
Remote work
Work from home
Flexible hours
AO Globe Life
United States
a month ago
REMOTE Onboarding & Customer Support Representative
...Remote Representative – Build Long-Term Client Relationships Location: U.S. & Canada | 100% Remote Since 1951, AO has proudly served working-class... ...to connect with families through Zoom-based virtual consultations. This role allows you to serve clients, build...
Virtual
Weekly pay
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Broken Arrow, OK
more than 2 months ago
Inbound Virtual Customer Service Agent
...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...
Virtual
For contractors
Work from home
ACD Direct
Fort Mill, York County, SC
4 days ago
Remote CSR | Client Benefits Representative | Work From Home | Weekly Pay
...Remote Customer Service Representative | Client Benefits Representative | Work From Home | Weekly... ...What You'll Do Meet with clients virtually using Zoom and phone. Provide exceptional... ...& Mentorship Receive virtual onboarding, licensing guidance, one-on-one coaching...
Virtual
Weekly pay
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Albuquerque, NM
20 days ago
Remote Customer Service Representative | Client Benefits Representative | Work From Home
...Remote Customer Service Representative | Client Benefits Representative | Work From Home | Weekly... ...What You'll Do Meet with clients virtually using Zoom. Build long-term relationships... ...Receive comprehensive virtual onboarding, one-on-one coaching, ongoing mentorship...
Virtual
Weekly pay
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Cleveland, OH
20 days ago
Inbound Virtual Customer Service Agent
...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...
Virtual
For contractors
Work from home
ACD Direct
Littleton, CO
5 days ago
✓Work From Home | Client Service Support Representative | Flexible Schedule | Start ASAP
...Work From Home | Client Service Support Representative | Flexible Schedule | Start ASAP We are currently... ...is required. We provide structured onboarding, guided training, and ongoing support... ...with clients through scheduled virtual appointments Provide professional...
Virtual
Currently hiring
Immediate start
Remote work
Flexible hours
Globe Life AO
United States
a month ago
Customer Onboarding & Support Associate
...Customer Onboarding & Support Associate About Us: We are a fast-growing AI company building... ...adoption. Proactively follow up with clients to ensure satisfaction and retention. Sales & Growth Support Join virtual demo calls and assist in closing deals....
Virtual
Remote job
Worldwide
Flexible hours
Night shift
Wing Assistant
Remote
more than 2 months ago
Online Client Care Representative | No Experience Required | Remote Customer Service
...Online Client Care Representative / No Experience Required / Remote Customer Service Company: AO... ...Care Representatives . You'll work virtually with members and their families, answer... ...development include: Comprehensive virtual onboarding Insurance licensing guidance...
Virtual
Hourly pay
Weekly pay
Full time
Remote work
Flexible hours
Globe Life AIL - Lisa Russel
Wilmington, NC
13 days ago
Work From Home (Entry Level) Client Representative
...Remote Client Representative Company: AO (American Income Division) Work Arrangement: 100%... ...ll work directly with clients through virtual appointments, providing education, support... ...& Development Comprehensive onboarding Virtual workshops Ongoing coaching...
Virtual
Weekly pay
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Roanoke, VA
21 days ago
(Remote) Client Representative
...Remote Client Representative Company: AO (American Income Division) Location: Virginia Beach... ...Meet with clients virtually through Zoom and phone appointments... ...Professional Development Structured onboarding and comprehensive training Twice-weekly...
Virtual
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Savannah, GA
21 days ago
Remote Client Services Representative | Customer Service & Benefits | Work From Home
...Remote Client Services Representative / Customer Service / Work From Home Company: AO | Globe Life... ...Services Representatives . You'll work virtually with individuals and families,... ...development include: Structured virtual onboarding State insurance licensing...
Virtual
Hourly pay
Weekly pay
Full time
Remote work
Work from home
Flexible hours
Globe Life AIL - Lisa Russel
Florida, FL
13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Virtual Client Onboarding Representative. Be the first to apply!