Client Relations & Financial Solutions Advisor

Nuvant Consulting Group

Lincoln (NE)

On-site

USD 52,000 - 76,000

Full time

8 days ago
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Benefits offered by this job

Medical, dental, vision
401k
Paid time off

Job summary

Nuvant Consulting Group in Lincoln, NE seeks a driven Business Relations Advisor to help individuals and businesses achieve their goals through tailored financial solutions. You'll build strong relationships, understand client needs, and guide them with strategic advice.

In this client-facing role, you will communicate via phone, email, and video, onboard new clients, and collaborate with internal teams to continuously improve the experience while pursuing growth opportunities.

Qualifications

  • Excellent communication and interpersonal skills.
  • Ability to listen, assess needs, and offer solutions.
  • Experience in client-facing or consultative roles is preferred.
  • Self-starter with a results-oriented mindset and growth attitude.

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 affecting client strategies.
  • Communicate with clients via phone, email, video calls, and other platforms.
  • Recommend personalized financial solutions based on client needs.
  • Provide seamless onboarding and ongoing support.
  • Collaborate with internal teams to improve client experience.

Skills

Excellent communication
Interpersonal skills
Active listening
Consultative approach
Self-motivated

Education

High school diploma or college degree preferred

Job description

Nuvant Consulting Group in Lincoln, NE seeks a driven Business Relations Advisor to help individuals and businesses achieve their goals through tailored financial solutions. You'll build strong relationships, understand client needs, and guide them with strategic advice.

In this client-facing role, you will communicate via phone, email, and video, onboard new clients, and collaborate with internal teams to continuously improve the experience while pursuing growth opportunities.

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