Client Relations Advisor for Financial Solutions & Growth

Nuvant Consulting Group; United States; Remote; USD 45,000 - 70,000; Full time

Job summary

Nuvant Consulting Group is seeking a Business Relations Advisor to build lasting relationships with individuals and businesses, understanding goals, and delivering tailored financial solutions. You’ll work closely with clients to understand their needs and provide strategic guidance across multiple channels.

You will onboard clients, provide ongoing support, and collaborate with internal teams to continually improve the client experience, driving value and growth for both clients and the firm.

Qualifications

• High school diploma or college degree preferred.
• Excellent communication and interpersonal skills.
• Strong ability to listen, assess needs, and offer solutions.
• Self-starter with a results-oriented mindset and a desire to grow.
• Experience in a client-facing or consultative role preferred.

Responsibilities

• Identify potential clients and assess their goals, challenges, and needs.
• Build lasting partnerships with decision-makers and key stakeholders.
• Stay current on trends, tools, and developments that may impact client strategies.
• Communicate with clients via phone, email, video calls, and other professional platforms.
• Recommend personalized financial solutions and services based on client needs.
• Act as a trusted resource by providing a seamless onboarding process and ongoing support.
• Collaborate with internal teams to continuously improve client experience.

Skills

Excellent communication

Interpersonal skills

Active listening

Consultative selling

Self-starter

Education

High school diploma

College degree

Job description

Nuvant Consulting Group is seeking a Business Relations Advisor to build lasting relationships with individuals and businesses, understanding goals, and delivering tailored financial solutions. You’ll work closely with clients to understand their needs and provide strategic guidance across multiple channels.

You will onboard clients, provide ongoing support, and collaborate with internal teams to continually improve the client experience, driving value and growth for both clients and the firm.