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Lead Client Advisor Jobs (NOW HIRING)

Insite Managed Solutions

Client Advisor

Miami, FL · On-site

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

A.P.C.

Client Advisor

Manhattan, NY · On-site

Client Advisor, you serve as a brand ambassador and leader within the store. You exemplify A.P.C ... Operations * Lead by example and oversee store operations in the absence of senior management.

Insite Managed Solutions

Client Advisor

Tampa, FL

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

Acrisure

Client Advisor

Chicago, IL · On-site +1

$90K - $110K/yr

... client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor ... Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

Insite Managed Solutions

Client Advisor

Dallas, TX · On-site

As a Client Advisor, you will partner with clients to enhance their customer experience strategies ... Lead executive-level discovery and client discussions that uncover needs, shape direction, and ...

Acrisure

Client Advisor

New York, NY · On-site

$90K - $110K/yr

... client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor ... Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

Acrisure

Client Advisor

Chicago, IL · On-site

$90K - $110K/yr

... client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor ... Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

Genpact

Lead Client Partner

Manhattan, NY · Remote

Lead Client Partner Ready to turn bold ideas into real-world impact? At Genpact, we don't just ... trusted advisor to Genpacts largest clients and capable of providing guidance and thought ...

London Jewelers

Be Seen First

Client Advisor

East Hampton, NY · On-site

$25 - $35/hr

Luxury Watch Client Advisor Overview: London Jewelers is a premier jewelry business, family owned ... Provide the highest level of customer service, with ability to lead the client through the buying ...

Fifth Third

TM Client Care Advisor II

Chicago, IL

Manages team escalations with little oversight by Client Advisor Team Lead. * Trains, mentors/coaches, provides oversight for newly on-boarded Client Advisors. * Assess client's viability for ...

Fifth Third

TM Client Care Advisor II

Cincinnati, OH · On-site

Manages team escalations with little oversight by Client Advisor Team Lead. * Trains, mentors/coaches, provides oversight for newly on-boarded Client Advisors. * Assess client's viability for ...

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Lead Client Advisor information

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$27K

$92.3K

$146K

How much do lead client advisor jobs pay per year?

As of Jun 5, 2026, the average yearly pay for lead client advisor in the United States is $92,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $122,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Lead Client Advisor, you need deep expertise in client relationship management, sales strategy, and industry knowledge, often supported by a relevant bachelor’s degree and experience in client-facing roles. Familiarity with CRM systems, data analytics tools, and sometimes certifications in financial or luxury sectors are typically required. Exceptional communication, leadership, and problem-solving abilities distinguish top performers in this position. These skills are crucial for building trust, driving team performance, and consistently exceeding client expectations.

How does a Lead Client Advisor typically collaborate with other departments to enhance client satisfaction?

A Lead Client Advisor works closely with teams such as sales, operations, and support to ensure a seamless client experience. They often act as a liaison between clients and internal teams, communicating client needs and feedback to drive service improvements. Regular collaboration may include participating in strategy meetings, coordinating with product specialists, and developing tailored solutions. This cross-functional teamwork not only enhances client satisfaction but also opens opportunities for professional growth and learning within the organization.

What are Lead Client Advisors?

Lead Client Advisors are experienced professionals who serve as the primary point of contact between a company and its top clients. They are responsible for building strong relationships, understanding client needs, and ensuring a high level of service and satisfaction. Typically, they also guide and mentor other client advisors, oversee client account strategies, and help drive business growth by identifying new opportunities with existing clients. Their role combines client relationship management, sales leadership, and team supervision.

How many financial advisors make $500,000 a year?

Lead Client Advisors and other financial advisors earning $500,000 or more annually are typically in senior roles with extensive experience, often managing high-net-worth clients and complex portfolios. Such compensation levels are achieved through a combination of base salary, commissions, and bonuses, and are more common among top performers in large firms or private wealth management. Exact numbers vary by firm and region, but high earnings are relatively rare and usually reflect exceptional performance and client base size.

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

AspectLead Client AdvisorClient Advisor
CredentialsTypically requires relevant financial certifications (e.g., CFP, CFA)Often requires similar certifications, but may have less experience
Work EnvironmentLeads client relationships, manages teams, and develops strategiesBuilds client relationships, provides financial advice, and supports client needs
Employer & Industry UsageCommon in financial services, wealth management firmsWidely used across banking, investment firms, and financial advisory services

The main difference between a Lead Client Advisor and a Client Advisor lies in their level of responsibility. The Lead Client Advisor typically manages larger client portfolios, leads a team, and develops strategic plans, whereas the Client Advisor focuses on providing personalized financial advice and maintaining client relationships. Both roles require relevant certifications and industry experience, but the Lead Client Advisor often has more leadership duties and a broader scope of work.

More about Lead Client Advisor jobs
What job categories do people searching Lead Client Advisor jobs look for? The top searched job categories for Lead Client Advisor jobs are:
Lead Client Advisor jobs near you
Infographic showing various Lead Client Advisor job openings in the United States as of May 2026, with employment types broken down into 45% Full Time, 40% Part Time, and 15% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $92,309 per year, or $44.4 per hour.

Client Advisor

Insite Managed Solutions

Miami, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

*Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

*This position is not open to candidates in: California, Massachusetts, New York, New Jersey, Oregon, Connecticut, Minnesota, Colorado

Curious? Join the Insite Journey!

Full-Time, In Office, Candidates must currently reside locally in Cape Coral, Fort Myers, Atlanta, Dallas, Fort Lauderdale, Miami, Tampa, OR are willing to relocate to Cape Coral with a provided relocation package, 80% Travel

Why join Insite? Bonus opportunity for unlimited earnings with no ceiling, 401k, PTO, and benefits (health, vision, dental, short/long term disability, and more eligibility within 1 month of start date). We also offer rotating employee events and activities, Hawaiian Fridays, and employee celebrations!

Are you a good fit for our team? Insite’s purpose is to help people win. We seek individuals that enjoy working in a collaborative environment and celebrate continuous improvement. We also seek people that strongly resonate with our Core Tenets: Embrace the Journey, Stay Curious, Be Exceptional, and Succeed Together!

As a Client Advisor, you will partner with clients to enhance their customer experience strategies and contact center operations. Using your expertise in contact center operations and relationship management, you’ll identify opportunities for improvement and deliver meaningful results. You’ll analyze data to uncover trends, understand the customer journey, and address core issues with focused, practical solutions. In this role, you will manage and grow a portfolio of client accounts and projects by creating meaningful, long-lasting partnerships through peer-to-peer credibility, practical experience, and thoughtful guidance.

How you can be Exceptional in this role:

  • Build peer-to-peer relationships with senior client leaders and serve as a trusted advisor driving long-term partnership and retention
  • Own a portfolio of client accounts with performance measured by revenue targets, CSAT, retention, renewals, and expansion
  • Lead executive-level discovery and client discussions that uncover needs, shape direction, and influence decisions
  • Expand existing client partnerships by increasing value, scope, and impact delivered
  • Serve as the senior escalation point for client issues, including resolution, service recovery, and billing support
  • Stay actively involved in client work through hands-on contribution, delivery ownership, and billed project hours

How you will help us Succeed together:

  • 5+ years of experience in BPO, contact center, or client-facing consulting environments
  • Demonstrated success owning senior-level client relationships tied to retention and account growth
  • Executive presence with the ability to quickly build credibility and influence client stakeholders
  • Proven experience managing escalations and navigating sensitive client situations with professionalism
  • Strong analytical and business judgment skills with comfort using data to guide recommendations
  • Highly organized with the ability to manage multiple priorities and collaborate across teams

How you can Stand out:

  • Direct ownership of client accounts with responsibility for revenue targets, renewals, and expansion
  • Familiarity with Lean, Six Sigma, CX design frameworks, or change management methodologies
Equal Opportunity Employer M/F/D/V