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Client Service Advisor Jobs in New York (NOW HIRING)

Alder, Inc.

Client Services Advisor

Mamaroneck, NY · On-site

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 ...

Chilton Trust Company

Client Service Officer

Manhattan, NY · On-site

$18.25 - $20/hr

The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This ...

Chilton Trust Company

Client Service Officer

Stamford, CT · On-site

$17.50 - $19.50/hr

The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This ...

Subaru Stamford

Subaru Service Advisor

Stamford, CT

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 ...

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 ...

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 ...

Subaru Stamford

Acura 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 ...

Subaru Stamford

Acura 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 ...

Subaru Stamford

Acura 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 25, 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.

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.

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 do you do as a client service advisor?

A client service advisor assists clients by addressing their questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.
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 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $59,014 per year, or $28.4 per hour.

Client Services Advisor

Mamaroneck, NY • On-site

Alder, Inc.
See more jobs at Alder, Inc.external

Full-time

Medical, Dental, Vision

Posted 28 days ago

Job description

For over 30 years, Alder has been a trusted guide for more than 5,000 families across the Northeast, helping them navigate the aging journey with compassion, clarity, and expert care. Our life care managers are seasoned social workers and nurses, providing both strategic direction and hands-on support, from coordinating medical care and assessing home safety to attending appointments and facilitating meaningful family conversations.
Deeply rooted in the community, we leverage a broad professional network to connect families with trusted resources and foster collaboration across disciplines. Whether offering occasional consultations or urgent crisis support, we tailor our involvement to meet each individual's unique needs. At the heart of our work is a simple goal: to help families approach the practical and emotional aspects of aging with confidence.
The Role:
As a Client Services Advisor at Alder, you'll be the first point of contact for families navigating complex care decisions. This full-time role is best suited for someone with a background in care management or elder care intake - someone who can bring both clinical fluency and genuine warmth to every conversation.
You'll own the intake process from first inquiry through internal handoff, maintain accurate records in HubSpot, and serve as a reliable, knowledgeable resource for prospective clients and referral partners during some of the most uncertain moments of their lives.
Responsibilities:
Referral Intake & Coordination - Serve as the primary point of contact for inbound referrals via phone, email, and web. Own the intake process from first contact through internal handoff, ensuring timely and accurate information sharing. Enter and manage referral and client data in HubSpot, tracking all follow-up and documentation.
Client & Community Communication - Communicate with clarity, empathy, and clinical credibility to prospective clients, family members, and referral sources. Maintain responsive relationships with community partners and providers. Support the coordination and scheduling of consultations, including pre-visit and post-visit follow-up.
Urgent Case Support - Triage urgent calls and provide temporary support to clients when immediate attention is required. Collaborate with the Manager of Client Relations and leadership to ensure seamless assignment to the appropriate care manager.
Data, Systems & Reporting - Maintain clean, up-to-date records in HubSpot, including intake progress, referral activity, and client engagement data. Assist with reporting on case closures, client enrollments, and quality assurance metrics.
Quality Assurance - Conduct post-service check-ins and administer closed-case surveys. Identify and flag trends or concerns that impact client satisfaction or operational efficiency.
Team Collaboration - Participate in regular virtual check-ins and monthly in-person team days. Attend quarterly staff meetings and other in-person sessions as scheduled.
Required skills / experiences:
  • 7+ years of professional experience in care management, elder care, or a related clinical or social services setting.
  • In-depth understanding of the geographic landscapes and local dynamics of the Northeast region, specifically Greater New York and Greater Boston, supporting multi-state coverage.
  • Proven track record in an intake or admissions role, ideally within a care management practice, home care agency, senior living organization, or similar clinical/social services environment.
  • Excellent verbal and written communication skills with the demonstrated ability to navigate sensitive, emotionally complex conversations with clients, families, and referral partners.
  • Strong organizational follow-through, high attention to detail, and efficient management of concurrent priorities.
  • Comfortable managing data, records, and intake workflows in a CRM system. Hubspot preferred.
  • Calm, compassionate, and solution-oriented presence under pressure.
  • Proven ability to work independently in a remote environment while maintaining active engagement and collaboration with a remote team.

Primarily remote; requires one on-site day per month and mandatory attendance at quarterly staff meetings and other scheduled in-person meetings across the region.
Why Work at Alder?
At Alder, we value our team as our greatest asset. We offer a supportive, mission-driven work environment where your contributions make a meaningful impact every day.
Our comprehensive benefits and employee perks include:
  • Competitive compensation
  • Flexible work schedules and hybrid work opportunities
  • Health, dental, and vision insurance
  • Professional development support and continuing education reimbursement
  • A collaborative, inclusive culture focused on employee well-being and growth

Join us in making a positive difference in the lives of older adults by fostering engagement, connection, and support within the community!
In accordance with the New York Pay Transparency Act, the expected salary for this position starts at $90,000 annually. Actual compensation may vary based on factors such as licensure, years of experience, and other relevant qualifications.

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