The Virtual Client Onboarding Representative role at Nuvant serves as the primary point of contact for new and prospective clients seeking financial solutions. Key responsibilities include initiating outbound communications to welcome clients, actively listening to understand their personal or business goals, and guiding them toward appropriate service offerings and next steps. The position also involves scheduling follow-ups and maintaining accurate records within the CRM system. This opportunity appeals to organized, people-focused individuals seeking a remote work environment with structured support. The role offers a collaborative culture that values professionalism, along with clear pathways for career advancement within a growing organization.