Account Specialist

Nuvant Consulting Group

. Proactively reach out to clients and handle inbound inquiries .

Posted 9/15/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client communication and relationship management, with a focus on aligning financial solutions to client goals. Proven ability to track client interactions and maintain accurate records in a CRM system while working independently in a remote environment.

Highest-signal resume keywords

Client CommunicationCRM ManagementSales ExperienceGoal OrientationLead Generation

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Proactive OutreachThoughtful RecommendationsIndependent Work

Certifications & Qualifications

High School DiplomaCollege Degree

Industry Keywords

Customer ServiceFinancial SolutionsRetention EffortsInbound InquiriesOutbound Communications

About the role

Key responsibilities & impact

Proactively reach out to clients and handle inbound inquiries
Discuss client goals and align solutions accordingly
Provide clear explanations of services and next steps
Track activity and maintain up-to-date records in CRM
Support retention efforts through ongoing communication
Support individuals and small businesses by helping them understand and access personalized financial solutions
Manage inbound and outbound communications and offer thoughtful recommendations based on client goals

Requirements

What you’ll need

High school diploma or college degree preferred
Prior experience in sales, lead generation, or customer service roles a plus
Results and goal oriented
Able to work independently in a remote environment

Benefits

Comp & perks

Competitive base salary plus performance-based bonuses and incentives
Comprehensive benefits package including medical, dental, vision, 401k, and paid time off
Remote work environment with flexible scheduling options
Ongoing training and support