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$70k–$80k/yr
Full-time
high school, bachelor degree
Medical, Dental, Vision, 401k, Paid Time Off, Performance-based Bonuses
Posted 2d ago
Apply by Sep 24
~40 hrs/week
Responsibilities
The associate serves as the first point of contact for clients to understand their financial goals and recommend tailored solutions. They guide clients through onboarding and maintain regular contact to ensure satisfaction and retention.
Requirements
A high school diploma or college degree is preferred, along with strong communication and organizational skills. Experience in client service or sales is a plus but not required.
Full job description
Remote Client Account Associate
About the Role:
Nuvant is seeking Client Account Associates to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective clients to understand their goals, answer questions, and match them with the right services. If you enjoy building relationships, providing value, and helping people make informed decisions, this is an excellent opportunity to grow your career.
Core Responsibilities
Initiate conversations with potential clients and respond to inbound inquiries
Understand each client’s unique goals, challenges, and decision-making process
Recommend tailored financial solutions based on client input and available data
Guide clients through onboarding, product selection, and service implementation
Maintain regular contact with clients to support retention and satisfaction
Communicate insights and client feedback to internal teams to help improve offerings
Qualifications
High school diploma or college degree preferred
Excellent communication and interpersonal skills
Strong organizational and time management abilities in a remote environment
Proactive, self-motivated, and comfortable working independently
Experience in client service, account management, or sales is a plus but not required
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.
A fully remote role with flexible scheduling
Supportive team environment with ongoing training and mentorship
Consultoria em tributação e financas com visão de futuro
Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2021
Headquarters
São paulo, São Paulo
LinkedIn followers
232
Na NUVANT, tornamos o complicado simples – e o simples, estratégico.
Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas.
Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança.
Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio.
Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real.
Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.
Consultoria em tributação e financas com visão de futuro
Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2021
Headquarters
São paulo, São Paulo
LinkedIn followers
232
Na NUVANT, tornamos o complicado simples – e o simples, estratégico.
Somos uma consultoria tributária e financeira criada para transformar desafios técnicos em vantagens competitivas.
Nascemos para simplificar a complexidade tributária, otimizar processos e automatizar rotinas, entregando soluções que aumentam a eficiência e liberam seu time para focar no que realmente importa: crescer com segurança.
Unimos expertise em finanças, tributação e tecnologia para traduzir normas, leis e cenários econômicos em decisões inteligentes, viáveis e alinhadas ao seu negócio.
Com precisão técnica, linguagem acessível e visão de futuro, conectamos tributos à estratégia, entregando clareza, agilidade e vantagem competitiva real.
Com a NUVANT, você não apenas cumpre regras — você transforma regras em resultados.