Remote Client Portfolio Specialist - Guidance & Growth
Richland, Benton County, Washington, 99352, USA
Listed on 2026-09-27
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Customer Service/HelpDesk
Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship provided to succeed.
This role emphasizes thoughtful benefits conversations over sales, with a flexible schedule and opportunities to work from home. You’ll contribute to families by presenting clear, human guidance and maintaining a portfolio of ongoing client relationships.
We are currently recruiting a Remote Client Portfolio Specialist - Guidance & Growth for our team in Spokane, WA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in Spokane, WA, United States.
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