Client Advisory Associate

About the Role

This fully remote, work from home position in Arkansas, United States, requires a 40-hour weekly commitment. Working days and shift times may vary.

Key Responsibilities

• Receive client questions through a shared request queue, email, and scheduled conversations, then acknowledge each request with a clear and professional response.
• Create and update interaction entries in a CRM such as Nimble, capturing the client question, relevant background, actions taken, and next steps.
• Review available service information, internal guidance, and prior interaction history to understand the request before responding.
• Provide straightforward guidance on service options, processes, and resources while staying within approved information and established team practices.
• Ask focused follow-up questions when a request lacks necessary details, and confirm understanding before offering a recommended next step.
• Coordinate with consulting colleagues or service specialists when a question requires deeper subject knowledge, then relay the outcome to the client.
• Escalate urgent, unresolved, or sensitive client concerns to the consulting team lead with complete notes and a concise summary of actions already taken.
• Track open requests and follow up with clients or internal contacts until the request has a clear outcome or handoff.
• Organize assigned follow-ups and recurring tasks in a project management tool such as Basecamp, keeping statuses current for the team.
• Invite appropriate clients to share feedback through a survey tool such as SurveyMonkey and summarize recurring themes for the consulting team lead.
• Meet quality expectations through accurate guidance, timely turnaround, complete interaction notes, and reliable follow-up on assigned requests.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience in client-facing support, professional services, or administrative work preferred.
• Interest in learning how consulting teams translate client questions into practical next steps.
• Ability to read service information carefully and explain it in clear, respectful language.
• Ability to use a CRM such as Nimble and a project management tool such as Basecamp after training.
• Comfortable entering concise interaction notes, reviewing details, and maintaining organized request histories.
• Sound judgment when identifying questions that should be routed to a consulting colleague or team lead.
• Reliable computer, high-speed internet, and a 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 work from home in Arkansas, United States.
• Structured onboarding and training on a CRM such as Nimble, a project management tool such as Basecamp, and a survey tool such as SurveyMonkey.
• Regular check-ins with the consulting team lead to discuss questions, priorities, and development.
• Opportunities to build skills in client guidance, request evaluation, written responses, and consulting support.
• Health coverage, paid leave, maternity leave, bonus opportunities, and stipends.