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Associate Client Advisor Jobs in New York (NOW HIRING)

Senior Associate - Digital Product

New York, NY · On-site

$138K - $182K/yr

Role Overview The JP Private Bank Digital Team is seeking a Senior Associate Product Manager to ... AI-Driven Client and Advisor Enablement * Interest or experience using AI to support product ...

We are looking for an Associate Client Success Manager to join our team! At Bazaarvoice, we create ... Advise clients on strategies to maximize the value of their Bazaarvoice software solutions, with a ...

As a Client Advisor at Vilebrequin, you are tasked with understanding the mindset of the ... valued associates: * A generous employe discount * Medical, Dental, and Vision insurance * Paid ...

New

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 ...

Showing results 41-60

Associate Client Advisor information

See New York salary details

$13

$28

$49

How much do associate client advisor jobs pay per hour?

As of Sep 1, 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.

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 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

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:

Infographic showing various Associate Client Advisor job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Associate Client Advising Consultant

Highmark Health

New York, NY

Full-time

Re-posted 24 days ago


Highmark Health rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz


Job description

Company :Highmark Inc.Job Description :

JOB SUMMARY

This job works in close partnership with sales, marketing and product management to drive purchase and/or adoption of innovative Organization products and services (i.e. spending account, transparency, value based benefits, clinical platform, health advocate, etc). Plans and delivers client presentations in conjunction with sales, works with marketing and product to understand product positioning vs. competitors, messaging, features - and works consultatively with clients to meet their wants and needs. Additionally, for large key accounts may take responsibility for development and implementation of client-specific marketing plans.

This is a remote based role in Western New York


ESSENTIAL RESPONSIBILITIES

  • Manage a book of business, in partnership with sales executives and client managers as the expert on various products (particularly complex, innovative and new products).
  • Assist, educate and train clients with communications, member engagement, education, new initiatives, consumerism and product implementation.
  • Serve as product expert for existing clients to solve client problems by analyzing and resolving client specific issues regarding product and process design, both internally and externally
  • Assist with selling new to blue clients and selling additional services to existing clients utilizing consultative selling skills.
  • Deliver product implementation presentations, responding to issues and questions in a consultative manner.
  • Develop account specific marketing plans for key accounts, leading the effort that leverages marketing strategy and planning, CCR, sales client management, and other Organization resources. Includes gathering and analyzing client-specific information, assessing the clients stated and unstated needs, proposing and gaining agreement to strategies and tactics, writing the physical plan document and creative briefs that can be taken to the client and used internally.
  • Deliver client specific marketing plan tactics, overseeing the final product and serving as the key client relationship for the plan.
  • Conduct member-facing meetings and events in person, virtual and recorded
  • Other duties as assigned or requested.


EDUCATION


Required

  • Bachelor's Degree in Marketing, Communications or Related Field


Substitutions

  • 6 years of related and progressive experience in lieu of Bachelor's degree


Preferred

  • None

EXPERIENCE


Required

  • 1 year of relevant, progressive experience in the area of specialization


Preferred

  • None

LICENSES or CERTIFICATIONS


Required

  • State specific Producer's License for Life, Accident & Health are required or must be obtained within 45 days of hire


Preferred

  • None


SKILLS

  • Excellent written and verbal communications skills with comfort and ease working with clients
  • A working understanding of business to business and business to consumer marketing
  • Strong analytical skills, adept at understanding and representing complex data and information to a client
  • Ability to work within a team, collaborating on outcomes and actively taking responsibility for key tasks
  • Customer service orientation and desire to do whatever it takes to satisfy a client


Language (Other than English):

None

Travel Requirement:

25% - 50% - Travel up to 40%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy.
Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

$62,700.00

Pay Range Maximum:

$97,200.00

Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice


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About Highmark Health

Sourced by ZipRecruiter

A national blended health organization, Highmark Health and our leading businesses support millions of customers with products, services and solutions closely aligned to our mission of creating remarkable health experiences, freeing people to be their best. Headquartered in Pittsburgh, we're regionally focused in Pennsylvania, Delaware, West Virginia, and eastern and northwestern New York with customers in 50 states and the District of Columbia. We passionately serve individual consumers and fellow businesses alike. And our companies cover a diversified spectrum of essential health-related needs including health insurance, health care delivery, population health management, dental solutions, reinsurance solutions, and innovative, technology solutions. Our financial position reflects strength and stability, with our year-end 2022 consolidated revenues totaling $26 billion. And we're proud to carry forth an important legacy of compassionate care and philanthropy that began more than 170 years ago. This tradition of giving back, reinvesting and ensuring that our communities remain strong and healthy is deeply embedded in our culture, informing our decisions every day.

Industry

Health care and social assistance and insurance services

Company size

10,000+ Employees

Headquarters location

Pittsburgh, PA, US