Client Relations Strategist

Nuvant Consulting Group; San Jose (CA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Base salary + bonuses

Comprehensive benefits

Mentorship and training

Career advancement opportunities

PTO

Job summary

Nuvant Consulting Group is seeking a Business Relations Advisor to help individuals and businesses achieve their financial goals through tailored solutions. You will identify prospective clients, build partnerships with decision-makers, and provide guidance across platforms, helping clients navigate onboarding and ongoing support with a client-first mindset.

Join a collaborative team in a dynamic market, with growth opportunities and mentorship to enhance your advisory skills and professional

Qualifications

• Excellent communication and interpersonal skills.
• Strong ability to listen, assess needs, and offer solutions.
• 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

Communication skills

Interpersonal skills

Active listening

Self-motivation

Education

High school diploma or college degree

Job description

Nuvant Consulting Group is seeking a Business Relations Advisor to help individuals and businesses achieve their financial goals through tailored solutions. You will identify prospective clients, build partnerships with decision-makers, and provide guidance across platforms, helping clients navigate onboarding and ongoing support with a client-first mindset.

Join a collaborative team in a dynamic market, with growth opportunities and mentorship to enhance your advisory skills and professional