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Associate Client Advisor Jobs in New York (NOW HIRING)

Simon Quick Advisors

Associate

New York, NY · On-site

Mission of the Position The Client Advisory Associate plays a vital role in delivering a high-touch, personalized client experience by supporting Client Advisors in the design and execution of ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

Support the Financial Advisor(s)/Private Wealth Advisor(s)/team in cultivating and enhancing new ... Client Service Associates located in Connecticut receive an annual salary ranging from $35,360 to ...

ShopMy

Senior Associate, Client Strategy

New York, NY · On-site

$85K - $105K/yr

We are looking for a Senior Associate, Client Strategy to join our Success team. You'll be ... Serve as a trusted strategic advisor to your portfolio of brand partners * Drive retention and ...

Morgan Stanley

PWM Client Service Associate

Manhattan, NY · On-site

$34K - $90K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Morgan Stanley

Client Service Associate

Purchase, NY · On-site

$58K - $115K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Support the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Etro Fashion USA

Client Advisor / Key Holder

Manhattan, NY · On-site

$23 - $28/hr

SCOPE The Client Advisor / Key Holder at ETRO is responsible for daily floor supervision of the ... Partner with associates to improve overall selling skills and close sales in order to achieve sales ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in New York

Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Aug 11, 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

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.
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:
What cities in New York are hiring for Associate Client Advisor jobs? Cities in New York with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 1% Temporary, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Client Advisor, Madison Avenue (PT)

Vilebrequin

Manhattan, NY • On-site

Part-time

Retirement

Re-posted 11 days ago

Job description

ABOUT VILEBREQUIN
Founded in St. Tropez in 1971, Vilebrequin is a leader in luxury beachwear. Today, the brand has a global presence in 70 countries with 184 stores and over 650 branded corners in leading department stores. Season after season, Vilebrequin promises elegance on vacation, passing on a lasting idea of casual charm, from father to son and mother to daughter. The brand has mastered the art of tailoring swimwear, using expert craftsmanship and bold designs, all with one goal in mind:to make summer last all year long.
YOUR OPPORTUNITY
Your opportunity to join a dynamic team where every day feels like a holiday awaits! The role of the Client Advisor at Vilebrequin is at the core of our brand as they continue to safeguard the growth and longevity of our brand through cultivating and strengthening client relationships. As a Client Advisor at Vilebrequin, you are tasked with understanding the mindset of the Vilebrequin brand and bringing it to life each day. As Brand Ambassadors, you help engage clients in the discovery of our heritage through storytelling and creating enthusiasm for the Vilebrequin collections.You will aid in transforming a customer's store visit into a memorable luxury shopping experience. This position is onsite at the specified location and will report to the Store Manager.
YOUR IMPACT
Create a Welcoming Environment
  • Immediately welcome customers and proactively offer assistance.
  • Provide a dynamic service presence to each location.
  • Skilled at asking appropriate questions to identify a customer's needs in order to effectively provide them with guidance.
  • Knowledgeable of store layout, current merchandise assortment, and ability to direct customers to the appropriate area.
  • Help foster a welcoming, fun, encouraging and energetic customer environment.
  • Create a positive work environment through collaboration.

Elevate the Shopping Experience
  • Consistently achieve personal and store sales goals; serves clients according to the standard of Vilebrequin's selling ceremony.
  • Incorporate the WE SELL SUN selling ceremony in every sale through applying first smile, be curious, tell the tale, unveil connections, matching top, perfect fit, reassure, and convince.
  • Deliver luxury clienteling to provide the best customer experience, both in-store and digitally.
  • Study and communicate collection details while assisting clients.
  • Ensure the customer wish list is always current with customers being notified when product arrives.
  • Exceed individual Key Performance Indicator (KPI) targets:ADS, UPT, Email Capture, Name Attachment Rate, Women's Sales, and Top to Bottom by delivering top-tier customer service
  • Adhere to all corporate customer service policies.
  • Demonstrate effective communication with customers, coworkers, and managers.
  • Lead by example and positively influence others.

Support Store Operational Excellence
  • Support store operations including, but not limited to, processing deliveries and transfers in a timely manner, merchandising goods on the sales floor and maintaining visual standards.
  • Execute correct POS processes including proper cash handling and opening/closing the registers.
  • Adhere to all operational policies and procedures.
  • Safeguard company property, including key holding.
  • Maintain standards of cleanliness and organization.
  • Responsible for opening and closing the store.
Problem Solving
  • Demonstrate a high level of energy and the ability to multi-task in a fast-paced environment.
  • Ability to understand a customer's concerns and quickly determine solutions with limited supervision.

KEYS FOR SUCCESS
Education:
  • High School Diploma/Equivalency Required.
  • 2-3 years of experience in a retail setting, with a focus on sales, preferably in a luxury or a hospitality setting.

Competencies:
  • Desire to work in a retail setting, with a focus on sales
  • Passion for luxury product with an appreciation for design
  • Entrepreneurial spirit
  • A professional, welcoming character and presentation
  • Ability to generate customer delight
  • Client-oriented with an excellent sense of service quality (go the extra mile spirit)
  • Excellent communication skills
  • Strong attention to detail
  • "Win together" mentality
  • Ability to work autonomously
  • Strong problem-solving skills
  • Displays strong organizational skills and follow-through
  • Technologically savvy
  • Ability to work a flexible schedule based on business needs, which includes mornings/ evenings, weekends, and holidays

Languages:Foreign Languages a plus
Essential Physical Requirements
  • Lift and/or move up to approximately 50 pounds frequently
  • Bending/stooping/kneeling required-frequently
  • Climbing ladders - occasionally
  • Routine standing for duration of shift (up to 8 hours)

BENEFITS JUST FOR YOU
We offer a comprehensive range of benefits to our valued associates:
  • A generous employee discount
  • A 401k plan with an employer contribution
  • Weekly Sales Bonus Structure
  • Tax-free commuter benefits
  • Employee referral program
OUR COMMITMENT
The compensation for this position is $20 per hour in addition to a weekly sales bonus structure. The rate of pay offered will be dependent upon candidates' relevant skills and experience.
Vilebrequin is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.
DISCLAIMER
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.
Note: This document serves only as a sample of job duties and responsibilities and does not include an exhaustive list of all performance requirements.

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