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Associate Client Advisor Jobs in New York (NOW HIRING)

Jordan Park Group

Associate, Client Advisory

New York, NY · On-site

$125K - $150K/yr

Associate, Client Advisory New York, New York Your Role The Client Advisory Team is looking for an ... Working with Advisors and engaging with families early on during the prospecting phase to ...

KeyBank

Assoc. Private Client Advisor

Pearl River, NY · On-site

$62K/yr

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

Keybank

Assoc. Private Client Advisor

Pearl River, NY · On-site

$62K/yr

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base ...

London Jewelers

Be Seen First

Client Advisor

Manhasset, NY · On-site

$25 - $35/hr

Client Advisor Overview: London Jewelers is a premier jewelry business, family owned and operated ... Perform with teamwork and work professionally with fellow sales associates and management.

FERRAGAMO USA INC

Client Advisor, Full Time

Manhattan, NY · On-site

$22 - $24/hr

Caring, authentic trusted client advisor: an intuitive sales associate with a passion for style. * Acting and thinking first of the client and their experience, you have an in-depth knowledge of the ...

Chanel

Associate, Client Care Advisor

Piscataway, NJ · On-site

$14.75 - $20.50/hr

Associate, Client Care Advisor At Chanel, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each ...

Chanel

Associate, Client Care Advisor

Piscataway, NJ

$16 - $21.50/hr

Associate, Client Care Advisor At Chanel, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness ofeach ...

CHANEL

Associate, Client Care Advisor

Piscataway, NJ

$16 - $21.50/hr

Associate, Client Care Advisor At Chanel, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness ofeach ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in New York

Associate Client Advisor information

See New York salary details

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How much do associate client advisor jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for associate client advisor in New York is $28.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $32.60 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
What are the most commonly searched types of Client Advisor jobs in New York? The most popular types of Client Advisor jobs in New York are:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in New York as of July 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 100% In-person job distribution, with an average salary of $59,014 per year, or $28.4 per hour.
Associate, Client Advisory

Associate, Client Advisory

Jordan Park Group

New York, NY

$125K - $150K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Associate, Client Advisory
New York, New York

Your Role

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above and be able to balance their technical knowledge with strong written and oral communication skills. Responsibilities include but are not limited to:

  • Working closely with a subset of the firm's Client Advisors and clients to support the advisory process
  • Building client relationships by interacting directly with clients in an advisory capacity, with Senior Advisor oversight
  • Providing strategic financial and investment advice across a client's entire balance sheet, including opportunities sourced through the clients' network
  • Working with Advisors and engaging with families early on during the prospecting phase to understand and articulate how Jordan Park would add value 
  • Serving as a project manager, coordinating across internal Jordan Park subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc) to problem solve and drive successful outcomes for clients
  • Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
  • Financial planning and forward modeling of client balance sheets
  • Strategizing the best portfolio implementation given a client's fact pattern and working closely with the investment team to oversee the execution and ongoing maintenance
  • Having strategic conversations around client engagement with Client Advisors - not just delivering on a request
  • Owning a project from start to finish and coordinating with multiple parties (internal + external) to drive a successful outcome
  • Tackling requests that may be outside of the job description and serving as an advisor on behalf of a family on matters that may go beyond the balance sheet

About You

  • Have a bachelor's degree and 3-6 years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
  • Have experience serving and working with clients
  • Genuinely like helping people
  • Pay attention to the details and produce accurate work product
  • Are hungry to learn; Love taking on challenges and finding creative solutions
  • Are resilient and don't get flustered easily
  • Can communicate effectively with a broad range of stakeholders
  • Are discreet in handling sensitive and confidential information
  • Work well as part of a team
  • Are skilled with Microsoft Office
  • Travel as necessary (estimated 20-30%) when safe to do so
  • Strongly preferred:
  • Business, economics, or finance major
  • CFA, MBA, and/or other graduate degree or certification
  • Aptitude for learning new technologies

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in New York, New York will range from $125,000-$150,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes: 

  • Medical, dental & vision insurance - 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off 
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development and Mindfulness Stipend

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