Virtual Client Onboarding Representative

Nuvant is seeking a Virtual Client Onboarding Representative to serve as the primary point of contact for new and prospective clients, helping them explore financial solutions aligned with their personal or business goals. The role involves initiating outbound communications to welcome clients, discovering their needs, and guiding them toward the next steps in the onboarding process. This position requires maintaining accurate client records and scheduling follow-ups to ensure a smooth transition to the appropriate team members.