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Client Service Advisor Jobs in New York (NOW HIRING)

NFP

Associate, Client Service

Melville, NY · On-site

$14.75 - $20.50/hr

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Aon

Associate, Client Service

Melville, NY · On-site

$14.75 - $20.50/hr

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

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

Focus Partners Wealth

Client Service Specialist

New York, NY · Hybrid

$18.50 - $24.50/hr

Deliver accurate and timely service daily to advisors and clients with a "one contact resolution" mindset. * Take ownership of client issues and work towards prompt resolution, following through ...

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 ...

Mariner

Client Service Manager

Manasquan, NJ · On-site

$93K - $112K/yr

The Client Service Manager is responsible for managing the administration of client services as it ... Manage special requests or projects as directed by Wealth Advisor team * Adhere to ethics and ...

Alder, Inc.

Client Services Advisor

Mamaroneck, NY · On-site

$75K/yr

As a Client Services Advisor at Alder, you'll be the first point of contact for families navigating ... Quality Assurance - Conduct post-service check-ins and administer closed-case surveys. Identify and ...

Alder Holdings, LLC

Client Services Advisor

Mamaroneck, NY · On-site

$75K/yr

As a Client Services Advisor at Alder, you'll be the first point of contact for families navigating ... Quality Assurance - Conduct post-service check-ins and administer closed-case surveys. Identify and ...

New

Vista Wealth Solutions

Client Service Associate

Armonk, NY · On-site

$15.50 - $21.50/hr

Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and ... Your work directly supports our advisors, empowers our clients, and strengthens a 60-year legacy of ...

Subaru Stamford

Subaru Service Advisor

Stamford, CT · On-site

Must have automotive service advisor and client relations experience. As a Service Advisor, you will own our customer's experience. You are the first point of contact with our customers and will be ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in New York

Client Service Advisor information

See New York salary details

$13

$28

$49

How much do client service advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service 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.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Client Services Advisor (Destinations)

CPJ Recruitment

Newark, NJ • On-site

Other

Re-posted 29 days ago

Job description

About the job Client Services Advisor (Destinations)
We are hiring Client Services Advisors (Destinations) to ensure clients have seamless travel experiences. This is a remote role with training and career opportunities.
Key Responsibilities:

  • Create tailored itineraries for clients.
  • Book flights, hotels, and tours.
  • Provide professional support throughout the travel process.
  • Resolve issues promptly.
  • Stay updated with industry training.
  • Collaborate with colleagues and suppliers.
Qualifications:
  • Excellent communication skills.
  • Reliable internet and device.
  • Service or hospitality background a plus.
What We Offer:
  • Flexible remote work.
  • Comprehensive training.
  • Career development.
  • Travel perks.

Apply