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Remote Client Portfolio Specialist

Remote / Online - Candidates ideally in
Warren, Macomb County, Michigan, 48088, USA
Listing for: Lever, Inc.
Remote/Work from Home position
Listed on 2026-09-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR
Job Description & How to Apply Below

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

This position offers a schedule you can build around real life, training from leaders who stay involved, and the chance to serve a portfolio of clients beyond one-off calls.

We are seeking a motivated Remote Client Portfolio Specialist to join Lever, Inc. in Grand Rapids, MI, United States.

This opportunity is part of our work in Management & Operations, Sales.

The advertised compensation is 55.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Remote Client Portfolio Specialist role in the description above.

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