Client Solutions Advisor

Nuvant Consulting Group

Madison (WI)

On-site

USD 45,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary

Performance bonuses

Benefits package

Mentorship and training

Career advancement

Job summary

Nuvant Consulting Group is seeking a Business Solutions Representative to build strong relationships with individuals and businesses by offering tailored financial solutions that meet their goals. You’ll work closely with clients to understand needs and deliver value through personalized support.

You will communicate via phone, email, video calls, and online messaging; identify opportunities, guide clients through onboarding, and collaborate with internal teams to improve the client experience

Qualifications

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 online messaging.
Recommend personalized financial solutions and services based on client feedback and data.
Act as a trusted resource by providing a seamless onboarding process and ongoing support.
Collaborate with internal teams to continuously improve client experience.