Remote Client Success & Intake Specialist
Helena, Lewis and Clark County, Montana, 59604, USA
Listed on 2026-10-12
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management
Lever, Inc. is seeking a remote, client-focused professional in the financial services sector. You will be paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.
You will work remotely with a schedule you can build around real life, delivering clear, human guidance to families and engaging in benefits conversations as part of a proven process.
As a Remote Client Success & Intake Specialist, you will play an important part at AO Garcia Agency in Helena, MT, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Client Success & Intake Specialist role at AO Garcia Agency, based in Helena, MT, United States.
We are looking to fill the Remote Client Success & Intake Specialist position at AO Garcia Agency in Helena, MT, United States.
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