Client Advisory Associate

Talentoma

Provo (UT)

Remote

USD 42,000 - 62,000

Full time

2 days ago
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Benefits offered by this job

Fully remote
Onboarding and training
Regular check-ins
Career development
Health coverage

Job summary

Talentoma is seeking a Client Advisory Associate for a fully remote, entry-level contract role. You will organize information, prepare findings, and support clients in making informed operational decisions within a consulting team.

The position sits under a consulting team lead and collaborates with consultants and client contacts. A 40-hour week is required, with flexibility in working days and shifts, and the role is based in Utah, United States.

Qualifications

  • High school diploma or equivalent.
  • No experience required; related experience supporting business research, consulting assignments, or client-facing administrative work is preferred.
  • Interest in management consulting and business advisory work, including understanding how organizations evaluate operational questions and compare possible next steps.
  • Basic understanding of business requirements, workflow comparisons, and the difference between an observation, an assumption, and a supported conclusion.
  • Ability to read reference materials carefully, summarize relevant findings, and explain straightforward comparisons without overstating what the information shows.
  • Willingness to learn the named systems, maintain clear assignment notes, and revise written summaries following consultant feedback.
  • Clear written and verbal communication for asking focused questions, acknowledging uncertainty, and sharing updates with clients and colleagues.
  • A reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
  • Authorization to work in the United States.

Responsibilities

  • Review incoming client emails and assigned requests, clarify the business question, and confirm the expected output with the supervising consultant before beginning research.
  • Record client objectives, relevant background, open questions, and agreed next steps in a CRM such as Salesforce so colleagues can follow each assignment.
  • Ask client contacts structured questions about existing workflows, handoffs, and recurring obstacles, distinguishing confirmed information from assumptions that need further checking.
  • Compare client descriptions with supplied reference materials, identify missing information, and request clarification rather than filling gaps with unsupported conclusions or estimates.
  • Support basic gap analysis and benchmarking by comparing current practices with consultant-approved reference points, noting meaningful differences and explaining the basis for comparisons.
  • Assist with preliminary feasibility studies by checking whether proposed operational steps match the resources, dependencies, and constraints described by the client.
  • Prepare concise findings and option summaries using a word processor such as Google Docs, clearly separating observations, unanswered questions, and suggested discussion points.
  • Share draft findings with the supervising consultant for review, incorporate feedback, and help prepare clear explanations of the available options for client discussions.
  • Follow up on outstanding client questions and agreed actions; escalated conflicting information, stalled responses, or requests beyond assigned scope to the consulting team lead.
  • Maintain complete assignment notes through handover and closure; quality is judged by accuracy, turnaround, clear reasoning, complete notes, and dependable follow-up.

Skills

Clear written and verbal communication
Attention to detail
Strong organizational skills
Remote work readiness
Willingness to learn systems

Education

High school diploma or equivalent

Tools

Salesforce

Job description

Job Title: Client Advisory Associate

Monthly Pay: $3,721 - $5,558 USD per month

Summary

Unclear business requirements, inconsistent workflows, and questions about practical next steps shape the daily work of this Client Advisory Associate. This entry-level contract role supports client advisory assignments by organizing information and preparing findings that help clients make informed operational decisions. The position sits within a consulting team, works under a consulting team lead, and collaborates with consultants and client contacts. The position is fully remote, allowing you to work from home in Utah, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities
  • Review incoming client emails and assigned requests, clarify the business question, and confirm the expected output with the supervising consultant before beginning research.
  • Record client objectives, relevant background, open questions, and agreed next steps in a CRM such as Salesforce so colleagues can follow each assignment.
  • Ask client contacts structured questions about existing workflows, handoffs, and recurring obstacles, distinguishing confirmed information from assumptions that need further checking.
  • Compare client descriptions with supplied reference materials, identify missing information, and request clarification rather than filling gaps with unsupported conclusions or estimates.
  • Support basic gap analysis and benchmarking by comparing current practices with consultant-approved reference points, noting meaningful differences and explaining the basis for comparisons.
  • Assist with preliminary feasibility studies by checking whether proposed operational steps match the resources, dependencies, and constraints described by the client.
  • Prepare concise findings and option summaries using a word processor such as Google Docs, clearly separating observations, unanswered questions, and suggested discussion points.
  • Share draft findings with the supervising consultant for review, incorporate feedback, and help prepare clear explanations of the available options for client discussions.
  • Follow up on outstanding client questions and agreed actions; escalated conflicting information, stalled responses, or requests beyond assigned scope to the consulting team lead.
  • Maintain complete assignment notes through handover and closure; quality is judged by accuracy, turnaround, clear reasoning, complete notes, and dependable follow-up.
Qualifications
  • High school diploma or equivalent.
  • No experience required; related experience supporting business research, consulting assignments, or client-facing administrative work is preferred.
  • Interest in management consulting and business advisory work, including understanding how organizations evaluate operational questions and compare possible next steps.
  • Basic understanding of business requirements, workflow comparisons, and the difference between an observation, an assumption, and a supported conclusion.
  • Ability to read reference materials carefully, summarize relevant findings, and explain straightforward comparisons without overstating what the information shows.
  • Willingness to learn the named systems, maintain clear assignment notes, and revise written summaries following consultant feedback.
  • Clear written and verbal communication for asking focused questions, acknowledging uncertainty, and sharing updates with clients and colleagues.
  • A reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
  • Authorization to work in the United States.
Perks & Benefits
  • Fully remote, desk-based work supporting client advisory assignments from home.
  • Structured onboarding and training on the named systems, reference materials, and assignment review process.
  • Regular check-ins with the consulting team lead for feedback, questions, and guidance on current assignments.
  • Opportunities to build skills in business advisory research, gap analysis, benchmarking, and clear client explanations.
  • Health coverage, paid leave, a 401(k), maternity leave, and bonus opportunities.
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