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Client Advisory Associate

Job Description - Client Advisory Associate

Job Title: Client Advisory Associate

Monthly Pay: $3,721 - $5,558 USD per month

Summary:

Unclear business requirements, inconsistent workflows, and questions about practical next steps shape the daily work of this Client Advisory Associate. This entry-level contract role supports client advisory assignments by organizing information and preparing findings that help clients make informed operational decisions. The position sits within a consulting team, works under a consulting team lead, and collaborates with consultants and client contacts. The position is fully remote, allowing you to work from home in Utah, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

  • Review incoming client emails and assigned requests, clarify the business question, and confirm the expected output with the supervising consultant before beginning research.
  • Record client objectives, relevant background, open questions, and agreed next steps in a CRM such as Salesforce so colleagues can follow each assignment.
  • Ask client contacts structured questions about existing workflows, handoffs, and recurring obstacles, distinguishing confirmed information from assumptions that need further checking.
  • Compare client descriptions with supplied reference materials, identify missing information, and request clarification rather than filling gaps with unsupported conclusions or estimates.
  • Support basic gap analysis and benchmarking by comparing current practices with consultant-approved reference points, noting meaningful differences and explaining the basis for comparisons.
  • Assist with preliminary feasibility studies by checking whether proposed operational steps match the resources, dependencies, and constraints described by the client.
  • Prepare concise findings and option summaries using a word processor such as Google Docs, clearly separating observations, unanswered questions, and suggested discussion points.
  • Share draft findings with the supervising consultant for review, incorporate feedback, and help prepare clear explanations of the available options for client discussions.
  • Follow up on outstanding client questions and agreed actions; escalate conflicting information, stalled responses, or requests beyond assigned scope to the consulting team lead.
  • Maintain complete assignment notes through handover and closure; quality is judged by accuracy, turnaround, clear reasoning, complete notes, and dependable follow-up.

Qualifications:

  • High school diploma or equivalent.
  • No experience required; related experience supporting business research, consulting assignments, or client-facing administrative work is preferred.
  • Interest in management consulting and business advisory work, including understanding how organizations evaluate operational questions and compare possible next steps.
  • Basic understanding of business requirements, workflow comparisons, and the difference between an observation, an assumption, and a supported conclusion.
  • Ability to read reference materials carefully, summarize relevant findings, and explain straightforward comparisons without overstating what the information shows.
  • Willingness to learn the named systems, maintain clear assignment notes, and revise written summaries following consultant feedback.
  • Clear written and verbal communication for asking focused questions, acknowledging uncertainty, and sharing updates with clients and colleagues.
  • A reliable computer, high-speed internet, and 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, desk-based work supporting client advisory assignments from home.
  • Structured onboarding and training on the named systems, reference materials, and assignment review process.
  • Regular check-ins with the consulting team lead for feedback, questions, and guidance on current assignments.
  • Opportunities to build skills in business advisory research, gap analysis, benchmarking, and clear client explanations.
  • Health coverage, paid leave, a 401(k), maternity leave, and bonus opportunities.
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