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Client Advisor Jobs in Millbrook, NY (1,137)

Investment Client Services Specialist - Top Advisor

Northwestern Mutual
🌎 Remote
New
Remote
Hospitality
Icon: salary
$49.6k / year

Wealth Advisor - Fishkill, NY

Citizens Careers
Fishkill, New York
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Virtual Wealth Advisor - Fishkill, NY

Citizens Careers
Fishkill, New York
Dental Insurance
Vision Insurance
Icon: salary
$65k - $70k / year

Benefits Coordinator

Aon
Kingston, NY
New
Entry-Level
PTO
Health Insurance
Icon: salary
$59k - $65k / year

Private Client Advisor: Wealth Wellness & Banking

Dormont Manufacturing
Stone Ridge, NY
Hourly
Icon: salary
$25 - $38.46 / hour

Virtual Wealth Advisor - Fishkill, NY

Citizens Bank
Fishkill, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$65k - $70k / year
‌

Financial Advisor

Northwestern Mutual
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Dispatcher

Encon Heating & AC
South Kent, CT
New
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$23 - $28 / hour
‌

Remote Travel Planner & Concierge

Hallford Travels
🌎 Remote
Remote
Hospitality
‌

Associate/Support Advisor

Kestra Financial Independent Advisor
Wappingers Falls, NY
New
‌

Associate/Support Advisor

Kestra Financial
Wappingers Falls, NY
New
‌

Remote Benefits Consultant & Client Advocate

Agent Alliance
🌎 Remote
Remote
Icon: salary
$65k - $70k / year
‌

Personal Lines Account Manager

The Jonus Group
Poughkeepsie, NY
New
‌

Branch Office Administrator

Edward Jones
Newburgh, NY
New
401(k)
Dental Insurance
Vision Insurance
‌

Registered Client Service Associate

Dormont Manufacturing
Poughkeepsie, NY
Icon: salary
$34.3k - $90k / year
‌

Registered Client Service Associate

Morgan Stanley
Poughkeepsie, NY
New
Icon: salary
$34.3k - $90k / year
‌

Client Service Advisor

Digital Check
🌎 Remote
New
Remote
Hybrid
‌

Remote Client Advisor

Hopesglobalgetaways
🌎 Remote
New
Remote
‌

Investment Advisor & Client Solutions Specialist

Jeffrey Spillane - State Farm Agent
Fishkill, NY
New
‌

Wealth Advisor: Grow a High-Impact Client Book

Citizens Bank
Fishkill, NY
New
Icon: salary
$105k - $250k / year
‌

Client-First Banking Advisor

Dormont Manufacturing
Red Hook, NY
‌

Client Financial Wellness Advisor

Key Bank
Red Hook, NY
New
Hybrid
Hourly
Icon: salary
$19.23 - $28.37 / hour
‌

Life Insurance Advisor & Client Care Specialist

Jeffrey Spillane - State Farm Agent
Fishkill, NY
Health Insurance
‌

Client-Focused Insurance & Financial Services Advisor

Miriam Mendez - State Farm Agent
New Milford, CT
New
‌

Client-Focused Insurance & Financial Solutions Advisor

Wyatt Savage - State Farm Agent
Newburgh, NY
New
Part-Time
Health Insurance
Flexible Schedule
‌

Wealth Advisor: Personalize Plans, Grow Client Wealth

Citizens
Fishkill, NY
New
Dental Insurance
Icon: salary
$105k - $250k / year
‌

Remote Customer Service - TRAVEL ADVISOR

Hallford Travels
🌎 Remote
Remote
Hospitality
‌

Account Manager- Personal Lines

MARSHALL+STERLING
Poughkeepsie, NY
New
PTO
Dental Insurance
Vision Insurance
Icon: salary
$60k - $100k / year
‌

Financial Wellness Associate

KeyCorp
Red Hook, NY
New
Hourly
Icon: salary
$19.23 - $28.37 / hour
‌

Associate Advisor, Commercial Risk - Middle Market

Dormont Manufacturing
Kingston, NY
‌

Financial Advisor

Unavailable
Poughkeepsie, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Wellness Associate

Key Bank
Red Hook, NY
New
Hourly
Icon: salary
$19.23 - $28.37 / hour
‌

Wealth Advisor - Fishkill, NY

Citizens Bank
Fishkill, NY
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Job Description

Working as a Client Advisor in Millbrook, NY

There are 1,137 Client Advisor opportunities available in Millbrook, NY all with unique requirements.

A Client Advisor is responsible for identifying gaps in client knowledge and providing continuous support to enhance client satisfaction. Responsible for taking ownership of complicated client accounts while growing the relationship through education, advice, and action. Similarly, this role is often accountable for acquiring, building, maintaining, and growing relationships with clients and assisting with account partnership renewals.

Client Advisor jobs near Millbrook, NY

  • Poughkeepsie, NY
  • Danbury, CT
  • Kingston, NY

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