Account Specialist

Account Specialist About the Role: Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. Core Responsibilities Proactively reach out to clients and handle inbound inquiries Discuss client goals and align solutions accordingly Provide clear explana…