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Client Advisor

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Nuvant Consulting Group

11 - 50 employees

đź’Ľ Consulting

🤝 B2B

🏢 Enterprise

Consulting • B2B • Enterprise

Nuvant Consulting Group is a senior-led business consulting firm that partners with organizations to clarify strategy, optimize operations, and build the capabilities needed for sustainable growth. The firm offers strategy & growth, operations & process, financial advisory, organizational development, change & transformation, and fractional leadership services, emphasizing hands-on, outcomes-focused engagements where senior advisors stay involved through implementation and capability transfer.

đź“‹ Description

• Initiate outbound calls and respond to inbound client inquiries • Conduct needs assessments to understand personal or business objectives • Recommend appropriate services and guide clients through the onboarding process • Manage follow-up outreach and relationship-building activities • Maintain accurate CRM records and activity logs • Help individuals and small businesses explore personalized financial solutions

🎯 Requirements

• High school diploma required; college degree preferred • Strong communication and interpersonal skills • Ability to build rapport quickly and guide conversations toward a clear next step • Self-motivated and organized • Comfortable working remotely • Previous experience in sales, business development, or client services is a plus

🏖️ Benefits

• Competitive base salary plus performance-based bonuses and incentives • Comprehensive benefits package including medical, dental, vision, 401k, and paid time off • Fully remote environment • Flexible scheduling options • Advancement opportunities and growth potential • Professional and collaborative remote culture

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